Webinars and Events

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.

Presented by, Travis Stanley. 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
• Pros and cons of each options
• How a rollover works
• And more

Reserve your virtual seat NOW 

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:

• Not Insured by NCUA or Any Other Government Agency
• Not Credit Union Guaranteed
• Not Credit Union Deposits or Obligations
• May Lose Value

Travis Stanley and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or Ridgedale Wealth Team.

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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.

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.

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