LIVE WEBINAR
Insights Into Retirement Planning and Social Security
One hour can impact your financial future.
Get answers to your retirement planning and Social Security questions
Take the uncertainty out of retirement planning and Social Security with our complimentary workshop. Equip yourself with practical strategies to:
- Estimate your Social Security benefits and learn how to optimize your payout.
- Establish a realistic retirement savings target tailored to your goals.
- Structure your investment portfolio based on your unique risk tolerance.
- Develop a sustainable income strategy to support your desired lifestyle.
- Navigate the long-term impacts of increasing lifespans and inflation on your retirement plan.
Prepare before you go
Explore these additional resources to help you gear up for retirement.
The pinnacle of planning
As you move into the last stage of your retirement journey, keep an eye open for these obstacles.Read article
Four retirement resolutions
Make sure your retirement planning is on track following these simple steps.Read on
Get your ducks in a row
Line up your retirement plan with the caring guidance of a professional.Learn more
Meet the presenters
Chad Waddoups, MBA
VP Wealth ManagementChad has been with Mountain America Investment Services since 2008 and brings more than 15 years of financial planning, sales, compliance and business management experience to the team.
Previously, he was employed by Fidelity Investments, where he held a number of management positions. Waddoups holds the following registrations through LPL Financial: FINRA Series 7, 63 and 9/10 securities licenses, as well as a life and health insurance agent’s license.
Chad received a Bachelor of Science degree in finance from Utah State University and an MBA from Brigham Young University. He currently resides in Fruit Heights, Utah, with his wife and five children. He enjoys running, boating, camping and motorcycle riding.
Holly Craig
Financial Education ManagerHolly joined Mountain America Credit Union in 2017. She has been in the financial industry for over 20 years, holding roles such as a licensed branch manager, small business banker and financial guide prior to becoming a financial education manager. Holly is a National Social Security Certificate holder.
Holly is passionate about making a difference in people’s lives through education. She believes that providing knowledge, along with resources and tools, will help guide others to financial wellness and overall happiness. She is also a volunteer coach for a health and fitness program. She provides education and support to help others achieve their healthy lifestyle goals.
Holly is a proud mother of two adult sons. She enjoys live music, outdoor summer activities and traveling adventures with her husband.
Holly Craig is not affiliated with or endorsed by LPL Financial.Check the background of this firm 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. Mountain America Credit Union and Mountain America Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mountain America Investment Services, and may also be employees of Mountain America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mountain America Credit Union or Mountain America 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 |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
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