Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.
Join us for an educational seminar on “Three Transitions to Retirement” to be held on November 1, 2017 at 5:30 p.m. at the Superior Choice Credit Union Administrative Office (1320 Grand Ave, Superior WI, 54880)
This information-packed presentation includes a workbook to help you assess your retirement readiness. During this session, you’ll learn:
- How to confidently address the financial, lifestyle and emotional transitions to retirement
- How to guard against risks and manage those that are inevitable
- Whether you are ready for retirement
This no-cost, no-obligation seminar is hosted by Wendy Otterness, the Financial Advisor at SCCU Retirement and Financial Advisors. For more information or to reserve your place, call 715-398-8918 or email [email protected]. Click here to register online. Space is limited, so make your reservations today.
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. All guarantees are backed by the claims-paying ability of the issuer. MEMBERS Insurance & Investments and MEMBERS are marketing names for the products, services and programs offered by CMFG Life Insurance Company (CMFG Life), MEMBERS Life Insurance Company (MEMBERS Life) and other leading carriers. MEMBERS® is a registered trademark of CMFG Life. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution.
Financial advisors are not tax experts. For information regarding your specific tax situation, please consult a tax professional. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.
© CUNA Mutual Group 2017