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Event Details

Event Name:Webinar - Social Security and Your Retirement
Date:May 7, 2024
Start Time:6:00 PM
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Location:Zoom (online event)
Description:

MEMBERS Financial Services

Webinar - Social Security and Your Retirement

Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works. Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

  • What are the rules for starting your Social Security benefits?
  • How do spouses coordinate their benefits?
  • Are there different routes to take that could potentially increase your benefits?
  • How do you decide where Social Security fits within your retirement plans?

Presented by Mike Wells, CFP®, CLU® from TruStageTM

Reserve your virtual seat NOW.


There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies. Investing involves risk including possible loss of principal.

This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. TruStage™. its subsidiaries and affiliates, these entities and Mike Wells, CFP®, CLU® are not affiliated with LPL Financial. TruStage™ Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC,a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution.  All contracts and forms may vary by state and may not be available in all states or through all broker/dealers.


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or tis licensed affiliates. Sandia Laboratory FCU and MEMBERS Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives or LPL offer products and services using MEMBERS Financial Services, and may also be employees of Sandia Laboratory FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sandia Laboratory FCU or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency - Not Credit Union Guaranteed - Not Credit Union Deposit or Obligations - May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

557624-1, CMGA-4769383.2-0623-0625  © TruStage


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