not featured
2025-01-09
Seminars and Webinars
published
March 11, 2025
Understanding Your Rollover Options
Tuesday, March 11, 2025
7:00 p.m. Central Time (US and Canada)
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each option
- How a Rollover works
- And more
Join the Understanding Your Rollover Options webinar from the comfort of your home or office where a variety of topics are discussed to increase your financial knowledge. Financial education is an important aspect of any long-term plan.
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, January 28 | Women and Investing |
| Tuesday, February 18 | Social Security and Your Retirement |
| Tuesday, February 25 | The Three Transitions to Retirement |
| Tuesday, March 11 | Understanding Your Rollover Options |
| Tuesday, March 18 | Understanding Medicare |
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
January 28, 2025
Women and Investing Webinar
February 18, 2025
Social Security and Your Retirement
February 25, 2025