Routing #: 221379824
In partnership with CUNA Mutual Group, Sunmark Life Stage Advisory is thrilled to offer FREE virtual educational workshops! Learn tips and strategies to help you make smart investment decisions, reach your long-term financial goals, and plan for a smooth transition into retirement.
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Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this virtual seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track. In this session you will learn the answers to questions, including:
June 14, 2022 at 6:00 p.m. • Reserve your spot today!
There’s a big difference between not working and not worrying. But for millions of Americans, the worrying begins after the working ends. If you only have a hit-or-miss plan for generating retirement income, you may not enjoy the stress-free retirement journey you’ve worked so hard for. You’ll learn the answers to questions, including:
June 21, 2022 @ 6:00 p.m. • Reserve your spot today!
In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk. You’ll find out more how retirement savers are facing new challenges, and the new ways to manage investment risk. You’ll learn the answers to your investment questions, including:
June 28, 2022 at 6:00 p.m. • Reserve your spot today!
You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)? This virtual session can help you set your financial direction and answer more of your questions:
There’s no denying the facts: Women tend to earn less and live longer than men. If you’re a woman who would like to retire one day, you may need to save more and invest more than men. The virtual seminar will focus on taking control of your future through investing. You’ll also learn about:
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? What are your options, and how can your decision impact your long-term retirement savings? In this session you will learn the answers to questions, including:
When the market dips, what do you do? How do you react? Without a plan, reacting based on your instincts could hurt your long-term financial goals. Learn steps you can take now to prepare to weather the next bear market. Attend a valuable virtual seminar, “How to Weather a Bear Market.” You’ll learn the answers to questions, including:
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security? Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider. Find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. Learn the answers to your Social Security questions, including:
Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Join us for a no-cost, no-obligation virtual seminar that can help answer your questions. During the virtual seminar, you’ll find out more about the basics of Medicare and how financial education can help you in retirement income planning. You’ll learn the answers to your Medicare questions and discuss:
Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement. During this session, you will learn:
Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits
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May Lose Value |