Loading Events

« All Events

  • This event has passed.

Understanding Your Rollover Options | 11.7.23

November 7, 2023 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? What are your options, and how can your decision impact your long-term retirement savings? Here’s an opportunity for you to get a clear understanding of your different options, and how each one can affect your progress toward your retirement savings goals — at no cost and no obligation:

Presented by Joshua Taylor from CUNA Mutual Group

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

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.

*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:
November 7, 2023
Time:
6:00 pm - 7:00 pm
Cost:
Free
Event Category:
Event Tags:
,

Organizer

Call Federal