Members Financial
Financial guidance with MEMBERS Financial located at Telcoe Federal Credit Union. Also check out our webinars on investing and managing your nest egg.
Jon Thompson, Financial Representative LPL Financial
For more information, or to schedule a brief, no-cost, no-obligation meeting, call us at 501-375-5321 or email.
We work toward helping with your financial goals, by carefully developing a plan that aligns with your specific needs, experience, and time horizon, is our highest priority. Working together, we will create a customized plan focused on your key financial goals. Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
These goals often include:
- Wealth accumulation during your working years
- Security and independence in your retirement
- The transfer of assets in the most advantageous manner
Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact me for a no-cost, no-obligation initial consultation.
*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. Telcoe Federal Credit Union and Members Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Members Financial Services, and may also be employees of Telcoe Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Telcoe Federal Credit Union or Members Financial Services. Your Financial Institution provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Log in to LPL
If you already have investments through LPL Financial.*, you can call 877-345-4769 for
information on your accounts or log in: LPL LOG IN
We help with a variety of services including:
- Investments
- Rollover Services
- Education Funding
- Estate Conservation
- Retirement Savings
- Insurance
- Life and Disability
Insurance - Annuities
Seminars & Webinars
Upcoming Webinars
Join an upcoming webinar from the comfort of your home or office where a variety of topics are discussed to increase your financial awareness. Financial education is an important aspect of any long-term plan.
Join an upcoming workshop from the comfort of your home or office where a variety of topics are discussed to increase your financial awareness. Financial education is an important aspect of any long-term plan.
Attend as many virtual workshops as you like. You’ll learn the answers to questions, including:
- The important rules of the road for receiving Social Security.
- How can conservative investments help you face today’s economic risks?
- What sources of income should you draw from and when?
- How to use annuities to guarantee income for life.
- How does behavioral finance affect investment decision-making?
UPCOMING VIRTUAL FINANCIAL EDUCATIONAL WORKSHOPS
Women &
Investing - Zoom Webinar-Register HERE(Opens in a new
Window)
March 25th, 2024 at 7:00PM Central
• Key investment principles every woman should know
• Important opportunities like asset allocation
• Understanding investor behavior
• Differences between financial products like mutual funds and annuities
Income For
Life- Zoom Webinar-Register HERE(Opens in a new
Window)
April 9th, 2024 at 7:00PM Central
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 leading financial professional Mike Wells, CFP®, CLU® dives deep into ways to build wealth and income for life.
• Sources of retirement income you can rely on
• Retirement risks you face now
• Income strategies you should consider
• How you can use annuities to guarantee income for life
Social
Security & Retirement - Zoom Webinar-Register Here(Opens in a new
Window)
May 7th, 2024 at 7:00PM Central
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. Mike Wells, CLU®, CFP® from TruStage™ will walk through specifics about Social Security and help you understand:
• The rules for starting Social Security benefits
• How spouses coordinate their benefits
• Different things you can do to potentially increase your benefits
The Three
Transitions to Retirement - Zoom Webinar-Register Here(Opens in a new
Window)
May 21st, 2024 at 7:00PM Central
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.
You can attend this seminar at no cost and no obligation.
• How to confidently address the financial, lifestyle and emotional transitions to retirement
• How to guard against risks and manage those that are inevitable
• Whether you are ready for retirement
Understanding Rollover Planning - Webinar-Register HERE(Opens in a new Window)
June 4th,
2024 at 7:00PM Central
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.
• Four major options for retirement plan balances when changing jobs
• Pros and cons of each option
• How a Rollover works and more
Understanding Medicare Better - Webinar-Register HERE(Opens in a new Window)
June 18th,
2024 at 7:00PM Central
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.
You can attend this seminar at no cost and no obligation.
• Key differences between Medicare parts A, B, C and D
• Tips for choosing your coverage & how to enroll
• How to plan your retirement income with healthcare costs in mind
Attention HR Professionals: We would love to come host seminars for your company or organization's employees to help educate them on their financial well-being. If you'd like to check one of our seminars out, please contact Marketing or call 501-375-5321 x 215.
Mike Wells, CLU®, CFP® and TruStage™ are not affiliated with or endorsed by LPL Financial or Telcoe Federal Credit Union.
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 affect some of the strategies. Investing involves risk including possible loss of principal.
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.
CMGA-4751587.2-0923-1025 © TruStage