Event Details

Three Transitions to Retirement
Take a holistic approach to retirement planning.

Transitioning to retirement goes well beyond building a solid financial plan. The lifestyle and emotional changes that accompany this transition can be the most challenging.
Planning for retirement is more like a marathon than a sprint, so it’s never too early to start. Learn how to take control of the three aspects of retirement so that you’ll be ready for this life-changing event.
The Financial Transition

  • Do you know what your retirement living and discretionary expenses will be?
  • Have you tracked your current spending for three months?
  • Do you understand the transition from accumulating money to spending it?

The Lifestyle Transition
  • How much time do you spend each week on hobbies or volunteer work?
  • Do you check your work voicemail on the weekends?
  • Do you have friends to share with?

The Emotional Transition
  • Is your spouse/significant other ready to retire?
  • Is your spouse/significant other ready to retire?
  • Do you have friends you did not meet at work?
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.
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