Attend a "Three Transitions to Retirement" Webinar
Back to Calendar -- Join us for a no cost webinar, hosted by CUNA Mutual Group, on Tuesday, February 8th at 6PM EST.
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.
Attend this valuable educational virtual seminar on this important topic, at no cost and no obligation.
Three Transitions to Retirement Webinar
Tuesday, February 8th at 6PM EST
To reserve your virtual seat, you will be directed to a CUNA Mutual Group WebEx registration page. Once on this page, please click the 'Register' button towards the bottom of this page and then enter in your name, email address, phone number, city, state and choose 'Palmetto Citizens FCU' from the dropdown menu.
During this virtual seminar, you will learn:
- How to confidently address the financial, lifestyle and emotional transitions to retirement.
- How to guard against risks and manage those that are inevitable.
- Whether you are ready for retirement.
Space is limited so please make your reservations today. Please call Palmetto Citizens Trust & Investment Services at (803) 376-2807 or email Katherine.Stewart@cunamutual.com with any questions about the virtual seminar.
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 based on the claims-paying ability of the issuer. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. 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 and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. 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. 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.
Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.
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