Create income that lasts.
Did you know that for 9 out of 10 retirees, making retirement income last is their number one concern? Get ahead of the game so that you’re not one of them.
Do you have questions about Social Security, 401(k) plans, and personal investments?
Learn how to best leverage your income sources to ensure they last.
What does retirement look like to you?
What basic questions should you be asking?
How long will retirement last?
Will your money last your and your spouse’s lifetime?
How do you figure out how much you will need in retirement?
What do you do if expenses are higher than your projected income?
What's the difference between a Traditional IRA and a Roth IRA?
How can St. Mary's Financial Services help you?
You have plans for your retirement journey; be ready for where that journey takes you.
Wednesday, May 22
St. Mary's Bank
48 Perimeter Road
Space is limited, so reserve your seat today!
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.
All guarantees are backed by the claims-paying ability of the issuer.
MEMBERS Insurance & Investments and MEMBERS are marketing names for the products, services and programs offered by CMFG Life Insurance Company (CMFG Life), MEMBERS Life Insurance Company (MEMBERS Life) and other leading carriers. MEMBERS® is a registered trademark of CMFG Life. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates.
Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution.
Financial advisors are not tax experts. For information regarding your specific tax situation, please consult a tax professional. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only.
You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.
We apologize, but this session is full.
Please check for additional workshop dates or request an email notification when future dates become available by emailing
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