Serene mature couple holding hands together and looking at their future

SEMINAR
Rollover Planning

June 3rd, 2025 at 6:00 PM EST

Presented by Travis Stanley from TruStage™ Annuities.

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 Rollover Planning seminar at no cost or obligation to you.

Register

Prepare to plan with The Summit’s Retirement & Investment Services

TruStage™ Annuities will answer your retirement questions and help you understand:

  • Four major options for retirement plan balances when changing jobs
  • Pros and cons of each options
  • How a rollover works and much more!
Register

Reserve your virtual seat now. You’re more than welcome to bring a guest. Feel free to
share or add them to the registration links below.

Looking for ways to plan with The Summit’s Retirement & Investment Services?

Please contact Ellen Harnischfeger, The Summit Federal Credit Union’s Retirement & Investment Services Manager at (585) 453-7230 or email e.harnischfeger@lpl.com with any questions.

Check out other upcoming free seminars

Upcoming Seminars

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. The Summit Federal Credit Union and The Summit Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Summit Retirement and Investment Services, and may also be employees of The Summit Federal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Summit Federal Credit Union or The Summit Retirement and Investment Services.  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

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

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.