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Retirement Planning Webinar

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Check the background of Wealth Advisors investment professionals on FINRA's BrokerCheck.

Retirement Planning Webinar

Join Senior Wealth Advisor Craig Lundquist for an educational webinar covering some of the most basic retirement questions and explore how your answers to those questions help shape and balance the three main goals of any successful retirement income plan:

  • Maximize your ability to enjoy retirement
  • Manage the risk of outliving your income
  • Manage the risk of unexpected life events

Register to Attend

Event details

Thursday, May 21
6:00 PM - 7:00 PM

Webinar via WebEx
(You will need to download the free WebEx desktop or mobile app to attend. You may also install a temporary application that will require you to accept WebEx Terms & Conditions.)

You can learn more about WebEx and test it on your computer or device on the WebEx website here.


Webinar Overview

Topics covered during this webinar will include:

  • When do you plan to retire?
  • How long a period should you plan for?
  • How much annual income will you need?
  • How much annual income can you expect from Social Security? Employer pension?

As well as some personal savings considerations:

  • Investment plan / asset allocation
  • Investment considerations
  • Withdrawal rates
  • Order of withdrawals
  • Other potential income sources

Register to Attend

*Wealth Advisors Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

FR-3106667.1-0520-0622

Check the background of Wealth Advisors investment professionals on FINRA's BrokerCheck

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