We believe information is empowering.
Take advantage of our complimentary educational seminars on a variety of topics, including retirement, investing, banking, credit score, and more! Check back frequently for updates as new courses are listed.
Three Transitions to Retirement
August 23— 6 PM — ONLINE
Are you ready to retire? You might be prepared for the financial transition, but you’ll also experience lifestyle and emotional transitions. 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 learn 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
Space is limited. Please RSVP.
RSVP for transitions to retirement
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. Kalsee Credit Union and Kalsee Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Kalsee Retirement and Investment Services, and may also be employees of Kalsee Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kalsee Credit Union or Kalsee Retirement and Investment Services. Securities and insurance offered through LPL or its affiliates are: 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.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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 Travis Stanley 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
Not Insured by FDIC/NCUA or Any Other Government Agency | Not Bank/Credit Union Guaranteed | Not Bank/Credit Union Deposits or Obligations | May Lose Value
Rollover Planning
September 13— 6 PM — ONLINE
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? What are your options, and how can your decision impact your long-term retirement savings?
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:
You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each option
- How a Rollover works
- And more
Space is limited. Please RSVP.
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. Kalsee Credit Union and Kalsee Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Kalsee Retirement and Investment Services, and may also be employees of Kalsee Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kalsee Credit Union or Kalsee Retirement and Investment Services. Securities and insurance offered through LPL or its affiliates are: 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.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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 Travis Stanley 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-5275177.1-1222-0125 | © CUNA Mutual Group
Not Insured by FDIC/NCUA or Any Other Government Agency | Not Bank/Credit Union Guaranteed | Not Bank/Credit Union Deposits or Obligations | May Lose Value
Rethinking Diversification
September 26— 6 PM — ONLINE
In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.
Here’s an opportunity to attend a valuable educational seminar on this important topic at no cost and no obligation:
You’ll learn more about how retirement savers face new challenges and new ways to manage investment risk. You’ll learn the answers to your investment questions, including:
- What is traditional portfolio diversification?
- How has the investment landscape changes?
- How can you achieve your goals with the least amount of risk?
- How can new annuity options help you rethink diversification?
Space is limited. Please RSVP.
RSVP for rethinking diversification
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. Kalsee Credit Union and Kalsee Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Kalsee Retirement and Investment Services, and may also be employees of Kalsee Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kalsee Credit Union or Kalsee Retirement and Investment Services. Securities and insurance offered through LPL or its affiliates are: 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.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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 Travis Stanley 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-1803467.6-1220-0123 | © CUNA Mutual Group
Not Insured by FDIC/NCUA or Any Other Government Agency | Not Bank/Credit Union Guaranteed | Not Bank/Credit Union Deposits or Obligations | May Lose Value
1 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. Kalsee Credit Union and Kalsee Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Kalsee Retirement and Investment Services, and may also be employees of Kalsee Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kalsee Credit Union or Kalsee Retirement and Investment Services. Securities and insurance offered through LPL or its affiliates are:
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.
Kalsee Credit Union provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay Kalsee Credit Union for these referrals. This creates an incentive for Kalsee Credit Union to make these referrals, resulting in a conflict of interest. Kalsee Credit Union is not a current client of LPL for advisory services.
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