Social Security
Monday, April 13,2026 @ 5:30 pm - Corporate Center
Hosted & Presented by: Tom Binversie, VP Wealth Management, KCU Investment & Retirement Services
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. Tom 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
- Where Social Security fits into your retirement plans
The Three Transitions to Retirement
Monday, April 20, 2026 @ 5:30 pm - Corporate Center
Hosted & Presented by: Tom Binversie, VP Wealth Management, KCU Investment & Retirement Services
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. Tom will answer your retirement questions and help you:
- More confidently address the financial, lifestyle, and emotional transitions to retirement.
- Guard against risks and manage the inevitable ones.
- Gauge when you’re ready for retirement.
Understanding Medicare
Thursday, April 30, 2026 @ 5:30 pm - Corporate Center
Hosted by: Tom Binversie, VP Wealth Management, KCU Investment & Retirement Services
Presented by: Ross Kuchenbecker, Regional Vice President, TruStage Annuities
Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is another step in an already confusing process. Here’s an opportunity to attend a valuable education seminar on this important topic at no cost and no obligation.
You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. Ross from TruStage Annuities will deliver the answers to your Medicare questions, including:
- Medicare basics and the differences between Parts A, B, C and D
- Tips for choosing your coverage and enrolling in Medicare
- How to consider health care costs when planning your retirement income
Road to Retirement
Monday, May 11, 2026 @ 5:30 pm - Corporate Center
Hosted & Presented by: Tom Binversie, VP Wealth Management, KCU Investment & Retirement Services
There’s a big difference between not working and not worrying. You’ve worked hard to get where you are; now help make sure you can enjoy the worry-free retirement you deserve.
You can attend this seminar at no cost and no obligation and learn strategies for a confident retirement. Tom will answer your retirement questions and help you:
- Identify your retirement goals and values
- Address decisions faced in your retirement
- Consider obstacles you may encounter
Social Security
Thursday, May 14, 2026 @ 5:30 pm - Manitowoc Rapids
Hosted & Presented by: Tom Binversie, VP Wealth Management, KCU Investment & Retirement Services
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. Tom 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
- Where Social Security fits into your retirement plans
