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DTSTART;TZID=America/Halifax:20260428T180000
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UID:12800-1777399200-1777402800@callfederal.org
SUMMARY:Understanding Your Rollover Options | 4.28.26
DESCRIPTION: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? \nChances 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. \nStart finding answers at our “Understanding Your Rollover Options” seminar at no cost and no obligation. \nPresented by Paul Villanova from TruStage™ (via Zoom)\nYou’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: \n\nFour major options for retirement plan balances when changing jobs\nPros and cons of all options\nHow a rollover works and more!\n\nYou’re welcome to bring a guest – but space is limited. Please make your reservations today. \nRegister for Understanding Your Rollover Options (4/28)\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/rollover-options-4-28-26/
LOCATION:Virtual
CATEGORIES:Financial Workshops
ATTACH;FMTTYPE=image/jpeg:https://callfederal.org/files/Rollover-Options.jpg
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DTSTART;TZID=America/Halifax:20260609T180000
DTEND;TZID=America/Halifax:20260609T190000
DTSTAMP:20260420T154711
CREATED:20260410T190530Z
LAST-MODIFIED:20260410T190530Z
UID:12810-1781028000-1781031600@callfederal.org
SUMMARY:Income for Life | 6.9.26
DESCRIPTION:You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress? \nJoin us for this exclusive seminar where we’ll dive deep into ways to build wealth potential and income for life. The seminar will include a live Q&A where you can get the answers to your income for life questions at no cost and no obligation. \nPresented by Paul Villanova from TruStage™ (via Zoom)\nWe’ll explore: \n\nSources of retirement income you can rely on\nRetirement risks you face now\nIncome strategies you should consider\nHow you can use annuities that provide options for guaranteed income for life\n\nYou’re welcome to bring a guest – but space is limited. Please make your reservations today. \nRegister for Income for Life (6/9)\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/income-for-life-6-9-26/
LOCATION:Virtual
CATEGORIES:Financial Workshops
ATTACH;FMTTYPE=image/jpeg:https://callfederal.org/files/Income-for-Life.jpg
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