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. Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation.

6PM (5PM CST) on August 29, 2023 at Zoom

Presented by, Joshua E. Taylor from CUNA Mutual Group.

You’ll find out more about the transitions you will face during retirement and how you can better prepare for this new life. You’ll learn the answers to your Retirement questions, including:

• 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

Joshua E. 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.