CUNA Mutual Group

Take advantage of an opportunity to learn valuable insights on financial information by CUNA Mutual Group, at no cost or obligation.

Rollover Planning

Understand the Options of Your Retirement Savings

Often times when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available.

On June 30th, 2021 at 6:00 pm Eastern, join CUNA Mutual Group for a virtual session that will answer questions such as:

  • Pros and Cons to leaving your money in the company plan
  • Possible taxes or penalties we may face when moving money
  • Options for moving it your new company plan
  • Rolling it over to a personal IRA

Space is limited so please make your reservations today!
Reserve Your Virtual Seat