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Sep 6


Social Security and Your Retirement

Tuesday, September 6th at 6:00 PM MDT / 7:00 PM CDT

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security?

Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

  • 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?

    Sep 14


    The Return of Conservative Investing

    Wednesday, September 14th at 6:00 PM MDT / 7:00 PM CDT

    Market volatility. Low-interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this virtual seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.

    In this session, you will learn the answers to questions, including:

    • How can conservative investments help you face today’s economic risks?
    • What are the differences between CDs and annuities?
    • What are the different types of annuities?
    • How do you decide which conservative investment is right for you?

      Sep 29


      Income For Life

      Thursday, September 29th at 6:00 PM MDT / 7:00 PM CDT

      You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?

      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?
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        Muskogee: (918) 683-3460
        Tahlequah: (918) 456-9105
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        This credit union is federally insured by the National Credit Union Administration.



        Can’t find what you’re looking for?
        Message Us
        Become a Member
        Muskogee: (918) 683-3460
        Tahlequah: (918) 456-9105

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