Retirement Preparation Series
Church Mutual Retirement Exclusive Webinar Series
Webinar Series
Guidance to help you plan
for retirement
About the Event
You have worked hard your whole career. With retirement on the horizon, it's time to start thinking about your next steps. Each session in this series is designed specifically for Church Mutual employees. Even if retirement might not be close, it’s never too early to begin preparing!
Session 1 | Mental Wellness in Retirement
Wednesday, August 13, 2026 12:30 PM CT Zoom Webinar 30 minutes
Presenter: Emily Zimmerman | Retirement Plan Consultant, Spectrum Investment Advisors
Retirement is more than a financial event — it's a life transition. Join Emily for a practical conversation on purpose, identity, social connection, and what it takes to build a fulfilling retirement that goes beyond the balance sheet.
Register here: https://us06web.zoom.us/webinar/register/WN_dmzJrqXgQ5OXf_fGfvhYRw
Session 2 | Finances in Retirement
Thursday, August 20, 2026 12:30 PM CT Zoom Webinar 45 minutes
Presenter: Mike McDonald | Spectrum Investment Advisors
Do you know how you are going to fund your retirement? Mike will discuss key strategies for turning your savings into sustainable retirement income and managing expenses throughout retirement. Mike will also explain retirement account options once you are no longer contributing to your 401(k).
Register here: https://us06web.zoom.us/webinar/register/WN_YZWDMZU6QKy4PNF3VOoP9A
Session 3 | Social Security
Thursday, August 27, 2026 12:30 PM CT Zoom Webinar 60 minutes
Presenter: Karen Ireland | MFS Investment Management
One of the most important — and most misunderstood — benefits in retirement. Karen will cover Social Security claiming strategies, and how to avoid costly mistakes that can't be undone.
Register here: https://us06web.zoom.us/webinar/register/WN_Odg1lfH-S2ueyoIFJI1htQ
Spectrum Investment Advisors
(800) 242-4735 | spectruminvestor.com
This series is hosted in partnership with Spectrum Investment Advisors, the trusted retirement plan advisor for Church Mutual employees.
Questions? Contact us at sia@spectruminvestor.com