Is retirement on your horizon? Our virtual workshops can help with the questions you have as retirement approaches. Join us from the comfort of your home or office as we discuss a variety of topics that will help you plan for a smooth transition. We’ll discuss:
• The important rules of the road for receiving Social Security
• How to rollover your employer’s retirement fund
• The ins and outs of Medicare coverage and benefits
Attend as many virtual workshops as you like!
Rollovers – August 24 at 6:00PM PDT/7:00PM MDT (Link to Register)
Medicare – September 7 at 6:00PM PDT/7:00PM MDT (Link to Register)
Social Security – September 21 at 6:00PM PDT/7:00PM MDT (Link to Register)
Space is limited, so I urge you to make your reservations today. If you are unable to attend a session or need more personalized advice, please contact my assistant Cynthia Frederick at 505-455-5461, or email her at email@example.com
Del Norte Investment Services
Located at: Del Norte Credit Union
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. All guarantees are based on the claims-paying ability of the issuer. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. 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 and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. 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. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.
*Del Norte Investment Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
**Representative is not a tax advisor. For information regarding your specific tax situation, please consult a tax professional.