Virtual Seminar, Wildfire Financial Group

Understanding Your Rollover Options

Reserve Your Seat

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.

Details

Presented by Travis Stanley from TruStage™ Annuities.

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 option
  • How a rollover works

Space is limited, so make your reservations today. Contact Wildfire Financial Group, located at Wildfire Credit Union, with any questions at 989-249-8220. 

 

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Travis Stanley and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or Wildfire Financial Group.

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 effect some of the strategies.

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.
CMGA-5990973.1-1023-1125 © TruStage

* 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. Wildfire Credit Union and Wildfire Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wildfire Financial Group, and may also be employees of Wildfire Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wildfire Credit Union or Wildfire Financial Group. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value

Wildfire 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 brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.