Tag Archives: training

Three Transitions to Retirement Seminar

We are excited to share with you a new workshop brought to you exclusively by CUNA Mutual Group and MEMBERS Financial Services.

Seminar Objectives: 

  • How to confidently address the financial, lifestyle and emotional transitions to retirement.
  • How to guard against risks and manage those that are inevitable.
  • Whether they are ready for retirement.

Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.

This information-packed presentation includes a workbook to help you assess your retirement readiness.

This no-cost, no-obligation seminar is hosted by Jodie Smith, the Representative of MEMBERS Financial Services located at Harris County Federal Credit Union. For more information or to reserve your place, call 713.755.5160 ext 127 or email jodie.smith@cunamutual.com. Space is limited, so make your reservations today by visiting hcfcu.com/fec/free-seminars.

Entry for Credit Union training room is located in the elevator lobby between the ATM and Checkout station. An employee or security must escort you inside the building, and one will be waiting. Doors open 30 minutes prior to start time. Parking can be found in the 1401 Congress Garage, or available street/meter parking areas and entry into elevator lobby are located on the corner of Congress and Austin St, while entry into the 1401 Congress garage can be found from the Austin street side, and La Branch St.

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. 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.

Financial advisors are not tax experts. For information regarding your specific tax situation, please consult a tax professional.

MGA-1805761(CM).2-0718-0820                                                                                                                    © 2018 CUNA Mutual Group