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Social Security and Your Retirement

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?

Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider. Here’s an opportunity to attend a valuable educational virtual seminar on this important topic, at no cost and no obligation:

June 18

6:00 pm Alaska time (7:00 pm Pacific)

Presented by Lee Superville, CLTC, BFA, CFS, at TruStage™ Annuities

We’ll explore:

• 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? 
  
  

You are welcome to bring a guest, but space is limited so please make your reservations today.

We look forward to seeing you there!

_{This workshop is educational only and is not investment advice.}

_{Lee Superville and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or Global Retirement & Investment Services.} 

_{TruStage™ 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.} 

Social Security and Your Retirement

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?

Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider. Here’s an opportunity to attend a valuable educational virtual seminar on this important topic, at no cost and no obligation:

September 17

6:00 pm Alaska time (7:00 pm Pacific)

Presented by Lee Superville, CLTC, BFA, CFS, at TruStage™ Annuities

We’ll explore:

• 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? 
  
  

You are welcome to bring a guest, but space is limited so please make your reservations today.

We look forward to seeing you there!

_{This workshop is educational only and is not investment advice.}

_{Lee Superville and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or Global Retirement & Investment Services.} 

_{TruStage™ 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.} 

How do you feel about retirement?

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. Mike Wells, CLU®, CFP® from TruStage™ will answer your retirement questions.

November 19

4:00 pm Alaska time (5:00 pm Pacific)

Presented by Lee Superville, CLTC, BFA, CFS from TruStage™ Annuities

We’ll explore:

• 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 are welcome to bring a guest, but space is limited, so please make your reservations today.

Look forward to seeing you soon.

_{This workshop is educational only and is not investment advice.} 

_{Lee Superville and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or Global Retirement & Investment Services.} 

_{There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. If you need advice regarding your financial goals and investment needs, contact a financial advisor. The purchase of certain securities may be required to affect some of the strategies.  Investing involves risk including possible lost of principal.}

_{TruStage™ 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.}