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DTSTART;TZID=America/Halifax:20260113T180000
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CREATED:20251218T204124Z
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UID:12110-1768327200-1768330800@callfederal.org
SUMMARY:Social Security & Your Retirement | 1.13.26
DESCRIPTION:Regardless of how close or far away retirement is\, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works. \nStart finding answers at our Social Security and Retirement seminar at no cost and no obligation. \nPresented by Paul Villanova from TruStage™ (via Zoom)\nYou’ll learn specifics about Social Security and help you understand: \n\nThe rules for starting Social Security benefits\nHow spouses coordinate their benefits\nDifferent things you can do to potentially increase your benefits\nWhere Social Security fits into your retirement plans\n\nYou’re welcome to bring a guest – but space is limited. Please make your reservations today. \nRegister for Social Security & You (1/13)\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/social-security-1-13-26/
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:20260127T180000
DTEND;TZID=America/Halifax:20260127T190000
DTSTAMP:20260518T104241
CREATED:20251218T204524Z
LAST-MODIFIED:20251218T211359Z
UID:12114-1769536800-1769540400@callfederal.org
SUMMARY:Three Transitions To Retirement | 1.27.26
DESCRIPTION:Your exciting next chapter will start soon. Are you ready? You’ll encounter financial\, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar. \nYou can attend this seminar at no cost and no obligation. \nPresented by Paul Villanova from TruStage™ Annuities (via Zoom)\nYou’ll find out more about the transitions you will face during retirement and how you can better prepare for this new life. You’ll learn the answers to your Retirement questions\, including: \n\nHow to confidently address the financial\, lifestyle and emotional transitions to retirement\nHow to guard against risks and manage those that are inevitable\nWhether you are ready for retirement\n\nYou’re welcome to bring a guest – but space is limited. Please make your reservations today. \nRegister for Three Transitions to Retirement (1/27)\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/three-transitions-to-retirement-1-27-26/
LOCATION:Virtual
CATEGORIES:Financial Workshops
ATTACH;FMTTYPE=image/jpeg:https://callfederal.org/files/Happy-Retirees.jpg
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