Loading Events

« All Events

  • This event has passed.

Understanding Your Rollover Options | 3.12.24

March 12, 2024 at 6:00 pm - 7:00 pm

Free
Man waiving to new coworkers over zoom

Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.

Start finding answers at our “Understanding Your Rollover Options” seminar at no cost or obligation to you.

Presented by Michael Silverstein from TruStage

You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:

  • Four major options for retirement plan balances when changing jobs
  • Pros and cons of each option
  • How a Rollover works
  • And more

 

You are welcome to bring a guest, but space is limited so please make your reservations today.

And don’t hesitate to reach out to the Call Federal Investments & Retirement Team with any questions about this seminar!

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.

*Securities and advisory services are offered through the LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates.  Call Federal Investments and Retirement are not registered as a broker-dealer or investment advisor.  Registered representatives of LPL offer products and services using Call Federal Investments and Retirement, and may also be employees of Call Federal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Call Federal or Call Federal Investments and Retirement.  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

Details

Date:
March 12, 2024
Time:
6:00 pm - 7:00 pm
Cost:
Free
Event Category:
Event Tags:
,

Organizer

Call Federal