Upcoming Seminars

Join us online for one our free seminars, Tuesdays at 6!

Social Security

Regardless of how close or far away retirement is, chances are you have questions and could use
someone at your side to help lead the way — especially with how Social Security works.
Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Paul

April 14, 2026

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Rollover Planning

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

April 28, 2026

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Three Transitions

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.

May 12, 2026

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Investment Diversification

Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to face additional risks.
Find out new ways of managing your investment risk with the Investment Diversification seminar on
Tuesday, May 26th, 2026, at 5:00 p.m. CST | 6:00 p.m. EST. You can attend this seminar at no cost and
without obligation.

May 26, 2026

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Income For Life

You have retirement goals and plans for your financial future. But do you know what you should be doing
differently to make real progress?
Join us for this exclusive seminar as financial professional, Paul Villanova from Trustage Annuities, dives deep into ways to build
wealth potential and income for life. The seminar will include a live Q&A where you can get the answers
to your income for life questions.

June 9,2026

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Understanding Medicare

Medicare is a key part of planning your retirement journey. We’re here to help you understand the
basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is
a great first step in this process.

June 23, 2026

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Paul Villanova and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or Carolinas Telco Capital Advisors.

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.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.

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. 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.