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Upcoming Webinars

SUBJECT:      Register today to learn the Social Security rules of the road

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security?

6PM EST (5PM CST) on September 26th, 2023 at Zoom

Presented by, Josh Taylor from CUNA Mutual Group.

Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

  • What are the rules for starting your Social Security benefits?
  • How do spouses coordinate their benefits?
  • Are there different routes to take that could potentially increase your benefits?
  • How do you decide where Social Security fits within your retirement plans?

[Click here to reserve your spot (Link to registration)] OR [Reserve your virtual seat NOW (Link to registration)]

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

I look forward to seeing you there!

Jon Murray

Wealth Management

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