Seminars & Workshops
Take Charge of Your Future
Community Resource 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 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
SOCIAL SECURITY & RETIREMENT
October 14, 2024 | 7:00PM CT Presented virtually via ZOOM
Presented by, Mike Wells, CFP®, CLU®, Regional Vice-President at TruStage™
No matter how near or far your retirement is, you likely have questions—especially about Social Security. Get answers and guidance at our free Social Security and Retirement seminar, with no obligation to attend. You’ll learn the answers to your income for life questions, including:
No matter how near or far your retirement is, you likely have questions—especially about Social Security. Get answers and guidance at our free Social Security and Retirement seminar, with no obligation to attend. You’ll learn the answers to your income for life questions, including:
- 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
INCOME FOR LIFE
October 9, 2024 | 7:00PM CT Presented virtually via ZOOM
Presented by, Mike Wells, CFP®, CLU®, Regional Vice-President at TruStage™
Planning for your retirement means ensuring a steady income. Relying solely on Social Security and your 401(k) may not be enough. Learn how annuities can help create guaranteed income for life to supplement your Social Security and 401(k). You’ll learn the answers to your income for life questions, including:
Planning for your retirement means ensuring a steady income. Relying solely on Social Security and your 401(k) may not be enough. Learn how annuities can help create guaranteed income for life to supplement your Social Security and 401(k). You’ll learn the answers to your income for life questions, including:
- What sources of retirement income will you rely on?
- What retirement risks do you face now that you’re drawing on their savings?
- Which income strategies should you consider?
- How can you use annuities to guarantee income for life?
Get Involved In Your Community
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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!
Upcoming FREE Community Shred Days
Free Community Shred Day and Food Drive
Saturday, September 21st
9:00 A.M. - 1:00 P.M.
HWY 146 Branch
8010 N. Highway 146
Baytown, TX 77523
Maximum Limit of 4 Legal/Letter-Size Boxes
Please DO NOT bring the following materials: photographs, plastic binders, diskettes, computer tapes, plastic transparencies, micro-fiche, film, tapes, magazines or, newspapers.
Join the CRCU Family!
When you join Community Resource Credit Union, you’re doing more than finding a financial partner: You’re becoming an owner.
Together, we make our community stronger.