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
March 18th 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
March 11th 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
February 25th 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.
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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
February 18th 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™
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
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
Presented by, Mike Wells, CFP®, CLU®, Regional Vice-President at TruStage™
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WOMEN AND INVESTING
January 28th 2025 | 7PM CT presented virtually via ZOOM
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?
Join Ginger Tin from TruStage™ for a candid conversation on the importance of building your own financial future through investing. Take control of your financial future by learning how to become a successful lifelong investor.
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
Presented by, Ginger Tin, BFA™, Regional Sales Associate at TruStage™
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INCOME FOR LIFE
January 14th 2025 | 7PM CT presented virtually via ZOOM
You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?
Join us for this exclusive seminar as leading financial professional Mike Wells, CFP®, CLU® dives deep into ways to build wealth and income for life.
We’ll explore:
- 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
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!
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.