not featured
2025-03-06
Seminars and Webinars
published
May 27, 2025
The Three Transitions to Retirement
Tuesday, May 27, 2025
7:00 p.m. Central Time (US and Canada)
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.
You can attend this seminar at no cost and no obligation. Mike Wells, CLU®, CFP® from TruStage™ will answer your retirement questions and help you:
- 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
You’re welcome to bring a guest – but space is limited. Please make your reservations today.
Feel free to contact us at 785-295-9255 or via email if you have any questions about the seminar or other financial matters.
Cody Fredrickson, RICP
LPL Financial Advisor
Located at: Azura Credit Union
Spring 2025 Azura Wealth Management Webinars
| Tuesday, April 22 | Women and Investing |
| Tuesday, May 13 | Social Security and Your Retirement |
| Tuesday, May 27 | The Three Transitions to Retirement |
| Tuesday, June 10 | Understanding Your Rollover Options |
| Tuesday, June 23 | Understanding Medicare |
Mike Wells, CLU®, CFP® and TruStage™ are not affiliated with or endorsed by LPL Financial or Azura Wealth Management.
If you do not wish to receive marketing-related material from TruStage™ at this email address, reply to this message with “remove” in the subject line. The sender will contact you to ensure we comply with your wishes.
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. TruStage™ 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. CMFG Life and MEMBERS Life are stock insurance companies. 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.
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. Azura Credit Union and Azura Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Azura Wealth Management, and may also be employees of Azura Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Azura Credit Union and Azura 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 |
CMGA-3216705.2-0123-0225 ©TruStage™
April 22, 2025
Women and Investing Webinar
May 13, 2025
Social Security and Your Retirement
May 27, 2025
The Three Transitions to Retirement
June 10, 2025
Understanding Your Rollover Options
June 23, 2025