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.

Income for Life

You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?

  • Sources of retirement income you can rely on
  • Retirement risks you face now
  • Income strategies you should consider
  • How you can use annuities to guarantee income for life

Join Live Via Zoom:          
6 PM MST / 7 PM CST on January 14

REGISTER TODAY

Women and Investing

There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement?

We’ll explore:

  • Key investment principles every woman should know
  • Important opportunities like asset allocation
  • Understanding investor behavior
  • Differences between financial products like mutual funds and annuities

Join Live Via Zoom:          
6 PM MST / 7 PM CST on January 28

REGISTER TODAY

Social Security and Retirement

Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.

Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Mike Wells, CLU®, CFP® from TruStage™ will walk through specifics about Social Security and help you understand:

  • The rules for starting Social Security benefits
  • How spouses coordinate their benefits
  • Different things you can do to potentially increase your benefits
  • Where Social Security fits into your retirement plans

Join Live Via Zoom:          
February 18 at 6 PM MST / 7 PM CST

REGISTER TODAY

Three Transitions

Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar.

  • More confidently address the financial, lifestyle and emotional transitions to retirement
  • Guard against risks and manage the inevitable ones
  • Gauge when you’re ready for retirement

Join Live Via Zoom:          
February 25 at 6 PM MST / 7 PM CST

REGISTER TODAY

Rollover Planning

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:          
March 11 at 5 PM MST/ 6 PM MDT / 7 PM CDT

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:          
March 18 at 5 PM MST/ 6 PM MDT / 7 PM CST

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

Disclosures
APY(s) = Annual percentage yield(s). Offer subject to change without notice. Subject to approval. Certain restrictions may apply. Federally insured by NCUA.