Seminars & Workshops
Take Charge of Your Future
CRCU Retirement and Investment Services holds informational virtual seminars to give you the knowledge you need to have the retirement you want.
Our team of Financial Advisors strive to give you the most up-to-date information on issues that matter to you, your family, and your financial well-being.
Register today and start planning for your future.
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UNDERSTANDING MEDICARE
June 23rd 2025 | 7PM CT presented virtually via ZOOM
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
Presented by, Mike Wells, CFP®, CLU®, Regional Vice-President at TruStage™
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UNDERSTANDING YOUR ROLLOVER OPTIONS
June 10th 2025 | 7PM CT presented virtually via ZOOM
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.
Start finding answers at our Understanding Your Rollover Options seminar at no cost or obligation to you.
You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
- Four major options for retirement plan balances when changing jobs or retiring
- Pros and cons of each options
- How a rollover works
- And more
Presented by, Mike Wells, CFP®, CLU®, Regional Vice-President at TruStage™
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THREE TRANSITIONS TO RETIREMENT
May 27th 2025 | 7PM CT presented virtually via ZOOM
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.
Mike Wells, CLU®, CFP® from TruStage™ will answer your retirement questions and help you:
- 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
Presented by, Mike Wells, CFP®, CLU®, Regional Vice-President at TruStage™
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SOCIAL SECURITY AND YOUR RETIREMENT
May 13th 2025 | 7PM CT presented virtually via ZOOM
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
Presented by, Mike Wells, CFP®, CLU®, Regional Vice-President at TruStage™
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9/21/24
Baytown Habitat for Humanity
7:45 am | 1508 7th St., Baytown, TX 77521
Please note: There is a short safety meeting with a review
of worksite and safety precautions. No one under the age
of 16 is allowed on the building site property. No one under
the age of 18 is allowed to use power tools at the building site.
Interested in becoming a volunteer?
Visit http://baytownhabitat.org/ to learn more!
