Visit this page for upcoming educational seminars about investing and retirement.
Gain a better understanding of Medicare, your coverage options, enrollment timelines, and how healthcare costs can impact your retirement plan.
Medicare is an important part of planning for retirement, but understanding your options can feel overwhelming. Whether you're approaching Medicare eligibility or helping a loved one navigate the process, this seminar can help simplify the basics.
Join us for this informative seminar as Jeff Thatcher with TruStage™ Annuities explains key Medicare concepts and answers common questions. You'll walk away with a better understanding of your options and the confidence to make informed healthcare decisions.
We'll explore:
- The key differences between Medicare Parts A, B, C, and D
- Tips for evaluating and selecting coverage options
- Important Medicare enrollment timelines and requirements
- Common healthcare costs to consider during retirement
- How Medicare fits into your overall retirement strategy
Reserve your virtual seat here!
TruStageTM 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. 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.
Learn how to prepare for the financial, lifestyle, and emotional changes that come with retirement so you can approach your next chapter with confidence.
Retirement is one of life's biggest transitions, bringing new opportunities, challenges, and important decisions. While many people focus on the financial aspects of retirement, preparing for the lifestyle and emotional changes can be just as important.
Join us for this informative seminar as Mark Pappas with TruStage™ Annuities explores the three key transitions that often accompany retirement. You'll gain insights and practical strategies to help you navigate this exciting stage of life with greater confidence and clarity.
We'll explore:
- The financial transition from earning a paycheck to generating retirement income
- Lifestyle changes and opportunities that retirement can bring
- The emotional adjustments that often accompany this new chapter
- Strategies for managing retirement risks and uncertainties
- How to evaluate your overall readiness for retirement
Reserve your virtual seat here!
TruStageTM 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. 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.
Learn the options available for your retirement savings when changing jobs and gain the knowledge needed to make informed decisions about your financial future.
Changing jobs is a common part of today's career journey, but many people aren't sure what to do with their retirement savings when they leave an employer. Understanding your options can help you avoid costly mistakes and keep your retirement goals on track.
Join us for this informative seminar as Jeff Lindeman with TruStage™ Annuities explains the choices available for employer-sponsored retirement plan balances and the factors to consider when deciding what may be right for your situation.
We'll explore:
- The four primary options available for retirement plan balances when changing jobs
- The advantages and considerations of each option
- How rollover accounts work
- Common questions and misconceptions about retirement plan rollovers
- Important factors to consider when evaluating your long-term retirement strategy
Reserve your virtual seat here!
TruStageTM 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. 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 its licensed affiliates. Advia Credit Union and Advia Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Advia Financial Advisors, and may also be employees of Advia Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Advia Credit Union or Advia Financial Advisors. 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 Deposits 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.
Advia Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Advia Credit Union for these referrals. This creates an incentive for Advia Credit Union to make these referrals, resulting in a conflict of interest. Advia Credit Union is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.