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Three Transitions to Retirement Virtual Seminar – Wednesday, November 15, 2023 at 6:00PM
Three Transitions to Retirement Virtual Seminar - Wednesday, November 15, 2023 at 6:00PM

6:00 PM EST on November 15th at ZOOM
Presented by Travis Stanley from CUNA Mutual Group
You’ll find out more about the transitions you will face during retirement and how you can better prepare for this new life. You’ll learn the answers to your Retirement questions, including:
- How to confidently address the financial, lifestyle and emotional transitions to retirement
- How to guard against risks and manage those that are inevitable
- Whether you are ready for retirement

You are welcome to bring a guest, but space is limited so please make your reservations today. Contact your CorePlus Wealth Management representative, Holland Rajaniemi at (860) 885-3680, or email at [email protected] with any questions.
Holland Rajaniemi
CorePlus Wealth Management Advisor
CorePlus Credit Union
202 Salem Turnpike
Norwich, CT, 06360
Income for Life Virtual Seminar – Wednesday, November 1, 2023 at 6:00PM
Income for Life Virtual Seminar - Wednesday, November 1, 2023 at 6:00PM

6:00 PM EST on November 1st at ZOOM
Presented by Travis Stanley from CUNA Mutual Group
You’ll find out more about how to use annuities to help create a guaranteed income for life, including social security and your 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?

You are welcome to bring a guest, but space is limited so please make your reservations today. Contact your CorePlus Wealth Management representative, Holland Rajaniemi at (860) 885-3680, or email at [email protected] with any questions.
Holland Rajaniemi
CorePlus Wealth Management Advisor
CorePlus Credit Union
202 Salem Turnpike
Norwich, CT, 06360
Understanding Medicare Virtual Seminar – Thursday, October 19, 2023 at 6:00PM
Understanding Medicare Virtual Seminar - Thursday, October 19, 2023 at 6:00PM

6:00 PM EST on October 19th at ZOOM
Presented by Travis Stanley from CUNA Mutual Group
You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. 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

You are welcome to bring a guest, but space is limited so please make your reservations today. Contact your CorePlus Wealth Management representative, Holland Rajaniemi at (860) 885-3680, or email at [email protected] with any questions.
Holland Rajaniemi
CorePlus Wealth Management Advisor
CorePlus Credit Union
202 Salem Turnpike
Norwich, CT, 06360
Social Security and Your Retirement Virtual Seminar – Tuesday, October 3, 2023 at 6:00PM
Social Security and Your Retirement Virtual Seminar - Tuesday, October 3, 2023 at 6:00PM

6:00 PM EST on October 3rd at ZOOM
Presented by Travis Stanley from CUNA Mutual Group
You’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn the answers to your Social Security questions, including:
- What are the rules for starting your Social Security benefits?
- How do spouses coordinate their benefits?
- Are there different routes to take that could potentially increase your benefits?
- How do you decide where Social Security fits within your retirement plans?

You are welcome to bring a guest, but space is limited so please make your reservations today. Contact your CorePlus Wealth Management representative, Holland Rajaniemi at (860) 885-3680, or email at [email protected] with any questions.
Holland Rajaniemi
CorePlus Wealth Management Advisor
CorePlus Credit Union
202 Salem Turnpike
Norwich, CT, 06360