Understanding Your Rollover Options Webinar

Tuesday, August 26, 2025

7:00 p.m. Central Time (US and Canada)

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.

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

Presented by Mike Wells, CFP^®, CLU^®, Regional Vice-President at TruStage™

Reserve your virtual seat now

You can attend this seminar at no cost and no obligation. You’re welcome to bring a guest, but space is limited so please make your reservations today. Feel free to contact us at 785-295-9255 or via email if you have any questions about the seminar or other financial matters.

Cody Fredrickson, RICP

LPL Financial Advisor

Azura Wealth Management^®

Located at: Azura Credit Union

2025 Azura Wealth Management Webinars

Wednesday, July 9	Income for Life
Tuesday, July 22	Social Security and Retirement
Tuesday, August 12	Three Transitions to Retirement
Tuesday, August 26	Understanding Your Rollover Options
Tuesday, September 16	Understanding Medicare

Back to All News & Events

Mike Wells and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or Azura Wealth Management.

This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. TruStage™ 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. CMFG Life and MEMBERS Life are stock insurance companies. 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.

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. Azura Credit Union and Azura Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Azura Wealth Management, and may also be employees of Azura Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Azura Credit Union and Azura Wealth Management. 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