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.
UNDERSTANDING YOUR ROLLOVER OPTIONS
February 12, 2025 at 5:30PM
Atascocita Branch - 6903 Atascocita Road, Atascocita, TX 77346
February 13, 2025 at 5:30PM
Decker Branch - 2900 Decker Drive, Baytown, TX 77520
Presented by, Mike Wells, CFP®, CLU®, Regional Vice-President at TruStage™
Switching jobs is a regular part of many careers, but what should you do with the retirement savings from your previous employer? You might have questions, and understanding how your choices affect your long-term financial goals is crucial. Let us guide you in making informed decisions. You’ll get a clear understanding of the different options available to you, 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
UNDERSTANDING MEDICARE
December 3, 2024 | 7:00PM CT Presented virtually via ZOOM
Presented by, Mike Wells, CFP®, CLU®, Regional Vice-President at TruStage™
Preparing for retirement can be challenging, and navigating Medicare rules adds another layer of complexity. We'll explore Medicare regulations and how they factor into your retirement planning, helping you better understand their role in your future. You’ll learn the answers to your Medicare questions, including:
- Medicare basics and the differences between Parts A, B, C and D
- Tips for choosing your coverage and enrolling in Medicare
- How to consider health care costs when planning your retirement income
UNDERSTANDING YOUR ROLLOVER OPTIONS
November 26, 2024 | 7:00PM CT Presented virtually via ZOOM
Presented by, Mike Wells, CFP®, CLU®, Regional Vice-President at TruStage™
Switching jobs is a regular part of many careers, but what should you do with the retirement savings from your previous employer? You might have questions, and understanding how your choices affect your long-term financial goals is crucial. Let us guide you in making informed decisions. You’ll get a clear understanding of the different options available to you, 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
THREE TRANSITIONS TO RETIREMENT
November 7, 2024 | 7:00PM CT Presented virtually via ZOOM
Presented by, Mike Wells, CFP®, CLU®, Regional Vice-President at TruStage™
Your exciting new chapter is just around the corner. Are you prepared? Along the way, you’ll experience key financial, lifestyle, and emotional moments—but you won’t have to navigate them alone. We’ll work together to ensure you feel confident about your journey to retirement. A great first step in this journey is the Three Transitions to Retirement seminar covering topics such as:
- 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
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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!
Mike Wells and TruStage™ are not affiliated with or endorsed by LPL Financial and CRCU Retirement & Investment Services.
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. vesting involves risk including possible loss of principal.
Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.