Three Transitions to Retirement

Event Details

Date Tuesday, February 25, 2025
Time 6:00pm
Location Virtual Seminar

Three Transitions to 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. This seminar will take place at 6:00 PM on 02/25/2025. Mike Mason 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.

Reserve your virtual seat 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

Matthew Vickers

Matthew Vickers  |  LPL Financial Advisor
Matthew.Vickers@lpl.com

Located at:  Community 1st Credit Union
235 Richmond Ave.  -  Ottumwa, IA

Phone:  641.684.1114
Toll-Free:   866.360.5370  Ext: 1114

Check the background of investment professionals on FINRA’s BrokerCheck.

Tyler Sendejas

Tyler Sendejas  |  LPL Financial Advisor
Tyler.Sendejas@lpl.com

Located at:  Community 1st Credit Union
235 Richmond Ave.  -  Ottumwa, IA

Phone:  641.683.6424
Toll-Free:   866.360.5370  Ext: 6424

Check the background of investment professionals on FINRA’s BrokerCheck.


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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