There’s a big difference between not working and not worrying. But for millions of Americans, the worrying begins after the working ends. If you only have a hit-or-miss plan for generating retirement income, you may not enjoy the stress-free retirement journey you’ve worked so hard for. Don’t let this happen to you.

5PM CST on August 15, 2023, on Zoom

Presented by Josh Taylor from CUNA Mutual Group.

You’ll find out more about your retirement income and discuss the role it plays when setting a clear direction for your financial future. You’ll learn the answers to your retirement income questions, including:

• How do I get the most from my pension and Social Security?
• How should I invest to generate income during my retirement?
• How can I make sure that I can meet my health care needs?
• What sources of income should I draw upon and when?

Josh Taylor and CUNA Mutual Group are not affiliated with or endorsed by LPL Financial and Southeast Financial Wealth Management.

There is no assurance that the techniques 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. Investing involves risks including possible loss of principal.