Rollover Planning
Event Details
| Date |
Tuesday, March 4, 2025 |
| Time |
6:00pm |
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? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.
Start finding answers at our Understanding Your Rollover Options seminar at no cost or obligation to you.
Understanding Your Rollover Options
6:00 PM on 03/04/2025
Presented by, Mike Mason
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 options
- How a rollover works
- And more
Reserve your virtual sear NOW
Please don’t hesitate to reach out to our Financial Advisors with any questions about the seminar or other ways to help you feel more confident about your financial future.
Contact our Financial Advisors
Mike Mason and TruStage™ are not affiliated with or endorsed by LPL Financial.
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.
CMGA-4769383.2-0623-0625 © TruStage
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