Financial Education Workshops

Increase your financial expertise

TruWest Workshops

TruWest offers in-person workshops that will help prepare you for a variety of financial situations. Each workshop is tailored towards specific financial education goals.

Medicare & Social Security

Meeting Details:

When: Thursday, April 25, 2024
Check-in begins at 1:30 PM. Workshop starts at 2:00 PM (MST/Arizona).

Where: 
2190 E Elliot Rd, Ste 310
Tempe, AZ 85284

Why attend this workshop?
Whether you plan to retire soon or are faced with an unexpected change, understanding your options may help ease the transition into your retirement.

TruWest Credit Union welcomes Jason Checketts of Insurance Professionals Group and Chris Rafferty of MFS Investment Management to present on two crucial topics for retirees and their families: Medicare and Social Security.

This is an educational event only. No specific plan or individual information will be discussed and there will be no obligation to enroll. TruWest Credit Union, Insurance Professionals Group and MFS Investment Management are not affiliated and are separate entities. Insurance products and services are not insured by the NCUA, are not an obligation of the Credit Union, and have no Credit Union guarantee.

Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through PFG Advisors. TruWest Wealth Management Services, TruWest® Credit Union, Securities America and PFG Advisors are separate entities. Securities, insurance, and advisory offered through Securities America, PFG Advisors or their affiliates are:

Not NCUA Insured | No Credit Union Guarantee | Not Credit Union Deposits or Obligations | May Lose Value

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