Broker Check
22 Jan
Road to Retirement

Description

This session is designed to help you get the important information you need to make the right decisions for your particular situation.

  • How do I get the most from my pension and Social Security?
  • How should I invest to generate income during my retirement?
  • How can I make sure that I can meet my healthcare needs?
  • What sources of income should I draw upon and when?

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 risks 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™ 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.

GA-3216705.3-0325-0427©TruStage

                                                                                       

LPL Tracking #406069-3  

Date and Time

Thu, Jan 22, 2026

5:30p - 6:30p PST

Location

Virtual

PT1H

Event Registration

Will you be able to attend this event?