Free Webinar
Tuesday, May 7, 2024
6:00 PM MDT / 7:00 PM CDT
Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.
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:
Social Security and Your Retirement
Tuesday, May 7, 2024
6:00 PM MDT / 7:00 PM CDT
Presented by, Mike Wells, CFP®, CLU® Regional Vice-President at TruStage™
Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Mike Wells, CLU®, CFP® from TruStage™ will walk through specifics about Social Security and help you understand:
- The rules for starting Social Security benefits
- How spouses coordinate their benefits
- Different things you can do to potentially increase your benefits
- Where Social Security fits into your retirement plans
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.
CMGA-4769383.2-0623-0625 © TruStage
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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. Sandia Area Federal Credit Union and Sandia Area Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sandia Area Investment Services, and may also be employees of Sandia Area Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sandia Area Federal Credit Union or Sandia Area Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not NCUA Insured or Any Other Government | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
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