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. The Three Transitions to Retirement seminar is a great first step in this journey.
You can attend this seminar at no cost and no obligation. Travis Stanley from TruStage™ Annuities will answer your retirement questions and help you:
- More confidently address the financial, lifestyle, and emotional transitions to retirement
- Guard against risks and manage the inevitable ones
- Gauge when you're ready for retirement
You're welcome to bring a guest – but space is limited. Please make your reservations today.
Presented by Travis Stanley from TruStage™ Annuities.
Reserve Your Seat
Travis Stanley and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or Heritage Way - Investments, Insurance and Retirement. 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 affect some of the strategies. Investing involves risk, including possible loss of principal. 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.
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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 brokers/dealers.
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.
Heritage Family Credit Union and Heritage Way - Investments, Insurance, Retirement are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heritage Way - Investments, Insurance, Retirement, and may also be employees of Heritage Family Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heritage Family Credit Union or Heritage Way - Investments, Insurance, Retirement. 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 |
The LPL Financial Registered Representative(s) associated with this website may discuss and/or transact business only with the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (Heritage Family Credit Union) 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.
