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:
Three Transitions to Retirement
6:00 PM MDT / 7:00 PM CDT on August 9
Presented by, Mike Wells, CFP®, CLU®from CUNA Mutual Group.
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:
Reserve your virtual seat NOW (Link to registration)
Give us a call at: Rafael Menier 915-564-3257, Abraham Marquez 915-564-3328, or Erik Jaime 575-541-9941with any questions about the seminar or contact us by email at ralph.menier@lpl.com
erik.jaime@lpl.com
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.
If you do not wish to receive marketing-related material at this email address, please send a reply message to this email with “remove” in the subject line. The sender will contact you to ensure we comply with your wishes.
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. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company,
a mutual insurance holding company, its subsidiaries and affiliates, these entities and Mike Wells are not affiliated with LPL
Financial. 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
and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies.
MEMBERS® is a registered trademark of CMFG Life. 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
CMGA-4751587.1-0522-0624 © CUNA Mutual Group
