Understanding Your Rollover Options
December 2, 2024 at 6 p.m. CST
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? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.
Presented by Mike Mason from TruStage™ Annuities, you'll get a clear understanding of the different options available to you when you have an employer and have an employer-based retirement savings plan account balance to consider, including:
- For major options for retirement plan balances when changing jobs
- Pros and cons of each option
- How a rollover works
- And more
CMGA-3487222.2-0823-0925 © TruStage
Women and Investing
December 17, 2024 at 6 p.m. CST
There's no denying the facts: Women tend to live longer. As a woman, how do you know if you have saved and invested enough for your retirment?
Join Mike Mason from TruStage™ Annuities for a candid conversation on the importance of building your own financial future through investing. Take control of your financial future by learning how to become a successful lifelong investor.
We'll explore:
- Key investment principles every woman should know
- Important opportunities like asset allocation
- Understanding investor behavior
- Differences between financial products like mutual funds and annuities
CMGA-4751168.2-0823-0925 © TruStage
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
These workshops are educational only and are not investment advice. 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.
Mike Mason and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or UnitedOne Retirement & Investment Services.
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.
If you need advice regarding your financial goals and investment needs, contact a financial advisor.
*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 its licensed affiliates. UnitedOne Credit Union & UnitedOne Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UnitedOne Retirement & Investment Services, and may also be employees of UnitedOne Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UnitedOne Credit Union or UnitedOne Retirement & Investment 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 Deposits or Obligations | May Lose Value |
UnitedOne 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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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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