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.
You can attend this seminar at no cost and no obligation.
Mary LaFerriere from Ridgedale Wealth Team 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
Click Here to Register
Mary LaFerriere and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or Ridgedale Weath Team.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Ridgedale Federal Credit Union (FCU) and Ridgedale Wealth Team, are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Ridgedale Wealth Team and may also be employees of Ridgedale FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Ridgedale FCU or Ridgedale Wealth Team. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA or Any Other Government Agency
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Not Credit Union Guaranteed
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Not Credit Union Deposits or Obligations
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May Lose Value
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. Investing involves risk including possible loss of principal. TruStageTM Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state and may not be available in all states or through all broker/dealers.
GA-4751587.3-0325-0427 © TruStage
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