Seminars and Events

Tips to help you manage, plan, and invest.

Personal
Wealth Management
Seminars & Events

Free Virtual Seminars

Learn tips and strategies to help you make smart investment decisions, work toward your long-term financial goals, and plan for a smooth transition into retirement - from the comfort of your home!

Investment Diversification | December 2 @ 6:00 p.m.

Presented by Travis Stanley from TruStage^TM
Retirement savers face new challenges in today's volatile market. Traditional portfolio diversification may not grow your savings - causing you to face additional risks. Learn new ways of managing your investment risk with this seminar and better understand:

What traditional portfolio diversification is
How the investment landscape changes
How you can pursue your goals while mitigating risk
How annuity options help you rethink diversification

Rollover Planning | December 9 @ 6:00 p.m.

Presented by Travis Stanley from TruStage^TM
Changing jobs is a common experience for most US 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. 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
And more!

Women and Investing

Presented by Travis Stanley from TruStage^TM
There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement? Join this seminar for a candid conversation on the importance of building your own financial future through investing. Take control of your financial future by learning how to become a successful lifelong investor. Explore topics such as:

Key investment principles every woman should know
Important opportunities like asset allocation
Understanding investor behavior
Differences between financial products like mutual funds and annuities

Social Security and Your Retirement

Presented by Travis Stanley from TruStage^TM
Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works. Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Travis Stanley from TruStage™ Annuities will walk through specifics about Social Security and help you understand:

The rules for starting Social Security benefits
How spouses coordinate their benefits
Different things you can do to potentially increase your benefits
Where Social Security fits into your retirement plans

Transitions to Retirement

Presented by Travis Stanley from TruStage^TM
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.

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

Understanding Medicare

Presented by Travis Stanley from TruStage^TM
Ready to understand Medicare better? Medicare is a key part of planning your retirement journey. We're here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in the process, answering your questions and helping you understand:

Key differences between Medicare parts A, B, C, and D
Tips for choosing your coverage
How to enroll is Medicare
How to plan your retirement income with health care costs in mind

TruStage^TM 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. There is no assurance that the technologies 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. Fixed and variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Investing involves risk including possible loss of principal. Variable annuities are subject to marketing risk and may lose value.

Travis Stanley and TruStage^TM are not affiliated with or endorsed by LPL Financial and Sunmark Wealth Management.

Workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.

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

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits
or Obligations

May Lose Value

Sunmark Credit Union ("Financial Institution") 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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

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