Attend a Understanding Your Rollover Options Webinar

Join us for a no cost webinar, hosted by CUNA Mutual Group, on this important topic on Tuesday, September 7th at 6PM EST.

Changing jobs is a common experience for most U.S. workers. However, what’s the right thing to do with your retirement savings plan account from a previous employer? What are your options, and how can your decision impact your long-term retirement savings?

Here’s an opportunity for you to get a clear understanding of your different options, and how each one can affect your progress toward your retirement savings goals — at no cost and no obligation:

    Understanding Your Rollover Options Webinar

    Tuesday, September 7th at 6PM EST

    To register for this webinar and reserve your virtual seat, CLICK HERE.

During the virtual seminar, 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.
  • Pros and cons of each option.
  • How a Rollover works.
  • And more.

Space is limited so please make your reservations today. Please call Palmetto Citizens Trust & Investment Services at (803) 376-2807 or email with any questions about the virtual seminar.

Reserve Your Place Now for This Webinar

To reserve your virtual seat in this Understanding Your Rollover Options Webinar on Tuesday, September 7th at 6PM EST, please CLICK HERE (please note, you will be directed to a CUNA Mutual Group WebEx registration page). Once on this page, please click the 'Register' button towards the bottom of this page and then enter in your name, email address, phone number, city, state and choose 'Palmetto Citizens FCU' from the dropdown menu.

If you have any questions about the virtual seminar, please call (803) 376-2807 or email .

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. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. 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 and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. 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.

Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.

FR-3646476.1-0621-0723 © CUNA Mutual Group