Webinar - Rollover Planning

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:

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 

Presented by Mike Wells, CFP^®, CLU^® from TruStage^TM.

Reserve your virtual seat NOW.

CONTACT MEMBERS FINANCIAL SERVICES

Please note the chat function on the SLFCU website is for credit union business only. To reach MEMBERS Financial Services:

• If your closest SLFCU branch is Juan Tabo: call 505.237.3930 for an appointment.
• If your closest SLFCU branch is Animas Central, Animas East, Edgewood, Kirtland, Paseo, Tech Park, Livermore, Rio Grande Crossing, or Rio Rancho: call 505.237.7330 for an appointment.
• If your closest SLFCU branch is Cottonwood, Jefferson, or Los Lunas: call 505.237.7630 for an appointment.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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.

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. TruStage™. its subsidiaries and affiliates, these entities and Mike Wells, CFP®, CLU® are not affiliated with LPL Financial. TruStage™ 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. CMFG Life and MEMBERS Life are stock insurance companies. 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 LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or tis licensed affiliates. Sandia Laboratory FCU and MEMBERS Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives or LPL offer products and services using MEMBERS Financial Services, and may also be employees of Sandia Laboratory FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sandia Laboratory FCU or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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