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Event Details

Event Name:Webinar - The Three Transitions to Retirement
Date:May 21, 2024
Start Time:6:00 PM
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Location:Zoom (online event)
Description:

MEMBERS Financial Services

Webinar: The Three Transitions to Retirement

Are you ready to retire? You might be prepared for the financial transition, but you’ll experience the 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. Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation.

You’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:

  • 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

Presented by Mike Wells, CFP®, CLU® from TruStageTM.

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.

Mike Wells, CLU®, CFP® and TruStage™ are not affiliated with or endorsed by LPL Financial or Sandia Laboratory Federal Credit Union.

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.

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:

Not Insured by NCUA or Any Other Government Agency - Not Credit Union Guaranteed - Not Credit Union Deposit or Obligations - May Lose Value

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.

Sandia Laboratory Federal Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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