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DTSTART;TZID=America/Halifax:20251104T180000
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UID:11638-1762279200-1762282800@callfederal.org
SUMMARY:The Road To Retirement | 11.4.25
DESCRIPTION:There’s a big difference between not working and not worrying. But for millions of Americans\, the worrying begins after the working ends. If you only have a hit-or-miss plan for generating retirement income\, you may not enjoy the stress-free retirement journey you’ve worked so hard for. \nDon’t let this happen to you. Here’s an opportunity to attend a valuable educational seminar on this important topic\, at no cost and no obligation. \nPresented by Paul Villanova from TruStage™ (via Zoom)\nYou’ll learn the answers to your retirement income questions\, including: \n\nHow do I get the most from my pension and Social Security?\nHow should I invest to generate income during my retirement?\nHow can I make sure that I can meet my health care needs?\nWhat sources of income should I draw upon and when?\n\nYou’re welcome to bring a guest – but space is limited. Please make your reservations today. \nRegister for Road to Retirement (11/4)\n \nThis workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs\, contact a financial advisor. 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 risk including possible loss of principal. TruStageTM 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\n\nThe financial professionals at Call Federal Investments and Retirement are registered representatives with\, and securities and advisory services are offered through 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 Credit Union and 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 Credit Union or Call Federal Investments and Retirement. Not NCUA/NCUSIF/FDIC insured\, May Lose Value\, No Financial Institution Guarantee. Not a deposit of any financial institution.
URL:https://callfederal.org/event/the-road-to-retirement-11-4-25/
LOCATION:Virtual
CATEGORIES:Financial Workshops
ATTACH;FMTTYPE=image/jpeg:https://callfederal.org/files/Three-Transitions-of-Retirement.jpg
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DTSTART;TZID=America/Halifax:20251118T180000
DTEND;TZID=America/Halifax:20251118T190000
DTSTAMP:20260518T124841
CREATED:20251028T193018Z
LAST-MODIFIED:20251028T193018Z
UID:11640-1763488800-1763492400@callfederal.org
SUMMARY:Understanding Medicare | 11.18.25
DESCRIPTION:Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process. \nHere’s an opportunity to attend a valuable educational seminar on this important topic\, at no cost and no obligation: \nPresented by Paul Villanova from TruStage (via Zoom)\nThis session will answer your Medicare questions and help you understand: \n\nKey differences between Medicare parts A\, B\, C and D\nTips for choosing your coverage\nHow to enroll in Medicare\nHow to plan your retirement income with health care costs in mind\n\nRegister for Understanding Medicare (11/18)\n\nThis workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs\, contact a financial advisor. 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. Fixed and Variable annuities are suitable for long-term investing\, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value. TruStageTM 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.\n\n*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
URL:https://callfederal.org/event/understanding-medicare-11-18-25/
LOCATION:Virtual
CATEGORIES:Financial Workshops
ATTACH;FMTTYPE=image/jpeg:https://callfederal.org/files/Rethinking-Diversification.jpg
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