You're Invited to an Informative Seminar
Transition to Retirement*
There are three changes you will face as you retire, it's about more than just the money
Join us for an informational seminar that can prepare you for the transition to retirement and learn about:
- Financial transitions like health care, markets, inflation, taxes and annuities
- Lifestyle transitions to determine financial needs
- Emotional transitions to give you confidence and peace
|Date||Time||Location||Reserve your seat|
|Thursday, March 5, 2020||12 - 1 p.m.||
*Access is limited to badged employees
Email Ariel Monsivais or call (815) 409-4861 to schedule your Complimentary Financial Review.
Email Ariel or Call (815) 409-4861
MEMBERS Insurance & Investments and MEMBERS are the marketing names for 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. Investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. 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.