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Magnifi Wealth Management Seminars

Learn about investments, retirement, and more!

Magnifi Wealth Management creates opportunities for you to learn about various topics such as retirement, Social Security, investments, Medicare, and so much more. Get educated and find a great resource for investing your hard-earned money.

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In-Person Seminars
Virtual Seminars

Join Us For An In-Person Seminar

Social Security and Your Retirement

During the seminar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future.

Here’s an opportunity to attend a valuable seminar on this important topic, at no cost and no obligation:

  • What are the rules for starting your Social Security benefits?

  • How do spouses coordinate their benefits?

  • Are there different routes to take that could potentially increase your benefits?

  • How do you decide where Social Security fits within your retirement plans?

Space is limited, so we urge you to reserve a seat!

Reserve A Seat
Coming in October 2026

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Join Us For A Virtual Seminar

seminar-medicare

Understanding Medicare

Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Join us for a no-cost, no-obligation virtual seminar that can help answer your questions.

During the virtual seminar, you’ll find out more about the basics of Medicare and how financial education can help you in retirement income planning. You’ll learn the answers to your Medicare questions and discuss:

  • 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

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.

Space is limited, so we urge you to reserve a seat!

Reserve A Seat

Income for Life

Join us for a virtual seminar

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. 

We'll 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

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.

Space is limited so we urge you to reserve a virtual seat!

Reserve A Virtual Seat
August 12, 2026, at 6 PM

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The 3 Transitions to Retirement

Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.

Join us for a no-cost, no-obligation virtual seminar that can help answer your questions.

During this session, you'll learn:

  • 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

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.

Space is limited, so we urge you to reserve a virtual seat!

Reserve A Virtual Seat:
September 2, 2026 at 6 PM

Understanding Your Rollover Options

Join us for a virtual seminar

Changing jobs is a common experience for most workers. But 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?

Join us for a no-cost, no-obligation virtual seminar to help you understand the different options available to you when you leave an employer, 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 we urge you to reserve a virtual seat!

Reserve A Virtual Seat at One of the Following Sessions:
September 23, 2026 at 6 PM

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Redefining a Diversified Portfolio

Join us for a virtual seminar

Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to risk losing it all.

You’ll learn the answers to your investment questions, including:

  • What traditional portfolio diversification is
  • How the investment landscape changes
  • How you can achieve your goals with minimal risk
  • How new annuity options help you rethink diversification

H4: Space is limited, so we urge you to reserve a virtual seat!

Reserve A Virtual Seat at One of the Following Sessions:
Currently not available

Nick Fraser and TruStageTM Annuities are not affiliated with or endorsed by LPL Financial and Magnifi Wealth Management.

These workshops are educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. 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. CMFG Life and MEMBERS Life are stock insurance companies. 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.

GA-4769383.3-0225-0327 © TruStage

Your Credit Union (“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.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

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. Magnifi Financial Credit Union and Magnifi Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Magnifi Wealth Management, and may also be employees of Magnifi Financial. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Magnifi Financial or Magnifi Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

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.

Membership means more here.

At Magnifi, you're not just a member-owner of an award-winning credit union; you're part of Magnifi and receive all the benefits and perks you need to succeed financially.