How do you feel about retirement?
Feel a little more confident with our seminar.
Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar.
You can attend this seminar at no cost and no obligation. This seminar will take place at 6:00 PM EST on 02/27/2024 at ZOOM. Michael Silverstein from TruStage™ Annuities will answer your retirement questions and help you:
You’re welcome to bring a guest – but space is limited. Please make your reservations today.
You are welcome to bring a guest, but space is limited so please make your reservations today.
Give me a call at 865.324.8504 with any questions about the seminar or contact me by email at email@example.com.
I look forward to seeing you there!
Retirement Consulting & Investment Services
Located at Alcoa Tenn Federal Credit Union
Jon Murray is a financial advisor with, and 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. Alcoa Tenn Federal Credit Union and Retirement Consulting & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Retirement Consulting & Investment Services and may also be employees of Alcoa Tenn Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Alcoa Tenn Federal Credit Union or Retirement Consulting & 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| and May Lose Value
The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution, or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.
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 Josh Taylor 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-4769383.1-0622-0724 © CUNA Mutual Group