Plan Your Future

Our virtual seminars prepare Members to enter retirement with confidence.

Learn about social security, rollovers, Medicare and more. All virtual seminars brought to you exclusively by TruStageTM (formerly CUNA Mutual Group).

Register today and plan for your future.

Understanding Your Rollover Options

Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.

  • Four major options for retirement plan balances when changing jobs or retiring
  • Pros and cons of each options
  • How a rollover works
  • And more

Join Live Via Zoom:          
6 PM MST / 7 PM CST on November 26

REGISTER TODAY

Understanding Medicare

Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process.

  • Key differences between Medicare parts A, B, C and D
  • Tips for choosing your coverage
  • How to enroll in Medicare
  • How to plan your retirement income with health care costs in mind

Join Live Via Zoom:          
6 PM MST / 7 PM CST on December 3

REGISTER TODAY
Disclosures

LPL Financial Form CRS www.lpl.com/CRS

These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. 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.

TruStage is not affiliated with LPL Financial. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates, these entities are not affiliated with LPL Financial.

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. Vantage West Credit Union and Vantage West Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Vantage West Financial Advisors, and may also be employees of Vantage West Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Vantage West Credit Union or Vantage West Financial Advisors. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 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

 

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

 

CA Insurance License Information
Eric DuBose | Domicile: AZ | 2480 N Arcadia Ave Tucson, AZ 85712 | CA Insurance #4021315

Luis Sotelo | Domicile: AZ | 2480 N Arcadia Ave Tucson, AZ 85712 | CA Insurance #4381899

Katrina Bargas | Domicile: AZ | 2480 N Arcadia Ave Tucson, AZ 85712 | CA Insurance #4169515