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Seminars and Events

Seminars

As a not-for-profit credit union, we have your best interests at heart. We’re here for you, not only to provide you with products and services for all your banking needs, but also to provide sound financial advice and information. We invite you to connect with our financial experts. View our upcoming seminars and events below and start achieving your financial goals today.

All financial education sessions are open to members and non-members and are free to attend unless otherwise noted. Registration is required.

RETIREMENT & ESTATE PLANNING

Estate Planning*

Plan for the road ahead and secure your financial future.

  • Wednesday, May 15 from 6:00-8:00 p.m. | St. Mary's Bank Hudson Branch: 3 Winnhaven Drive, Hudson NH
  • Tuesday, May 21 from 6:00-8:00 p.m. | St. Mary's Bank Nashua Branch: 14 Spruce St, Nashua NH
  • Wednesday, May 29 | 6:00-8:00 p.m. | St. Mary's Bank Milford Branch: 603 Nashua St, Milford NH

  Register

Choose your session during registration.
 

Myth: Estate planning is for the wealthy.

Truth: Estate planning is for everyone and may even be more important for smaller estates.

Estate planning maps out how you want your personal and financial affairs to be handled in the future and ensures that your family’s needs will be taken care of, making an estate plan a critical part of your overall financial plan.

Learn these estate planning basics:

  • Why you need an estate plan
  • Strategies to plan for incapacity, including special healthcare instructions
  • Wills, trusts, and life insurance
  • Key tax basics, including federal gift, estate, and transfer taxes

 

Speakers:

Jack Crane, CERTIFIED FINANCIAL PLANNER™

As a representative of CUNA Brokerage Services, Inc., Jack Crane serves as Vice President of St. Mary's Financial Services, a division of St. Mary's Bank. He has over 30 years of experience in the financial services industry, 15 of which are in investment services. As a CFP®, he offers advice on financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. Jack also holds a Life, Accident and Health Insurance license, enabling him to offer life insurance.

Gregory J. Majewski, Attorney

A licensed attorney in Nashua, New Hampshire, Gregory Majewski has practiced law for the past 25 years. He is admitted in seven jurisdictions to practice and has been exposed to many facets of the law and currently concentrates in the area of estate planning.

Space is limited, so reserve your seat today!

 

Retirement Income*

Create income that lasts.

  • Wednesday, May 22 from 6:00-8:00 p.m. | St. Mary's Bank Education Center: 48 Perimeter Rd. Manchester, NH

Register

 

Did you know that for 9 out of 10 retirees, making retirement income last is their number one concern?

Get ahead of the game so that you’re not one of them.

Do you have questions about Social Security, 401(k) plans, and personal investments?

Learn how to best leverage your income sources to ensure they last.

  • What does retirement look like to you?
  • What basic questions should you be asking?
  • How long will retirement last?
  • Will your money last your and your spouse’s lifetime?
  • How do you figure out how much you will need in retirement?
  • What do you do if expenses are higher than your projected income?
  • What’s the difference between a Traditional IRA and a Roth IRA?
  • How can St. Mary’s Financial Services help you?

 

You have plans for your retirement journey; be ready for where that journey takes you.

Space is limited, so reserve your seat today!

 

Three Transitions to Retirement*

Take a holistic approach to retirement planning.

  • Session 1: Tuesday, June 4 from 6:00-8:00 p.m. | St. Mary's Bank Londonderry Branch: 50 Nashua Rd, Londonderry NH
  • Session 2: Tuesday, June 11 from 6:00-8:00 p.m. | St. Mary's Bank Hudson Branch: 3 Winnhaven Drive, Hudson NH
  • Session 3: Tuesday, June 18 from 6:00-8:00 p.m. | St. Mary's Bank Nashua Branch: 14 Spruce St, Nashua NH
  • Session 4: Thursday, June 20 from 6:00-8:00 p.m. | St. Mary's Bank Education Center: 48 Perimeter Rd. Manchester, NH
  • Session 5: Tuesday, June 25 from 6:00-8:00 p.m. | St. Mary's Bank Milford Branch: 603 Nashua St, Milford NH

 Register

Choose your session during registration.
 

Transitioning to retirement goes well beyond building a solid financial plan. The lifestyle and emotional changes that accompany this transition can be the most challenging.

Planning for retirement is more like a marathon than a sprint, so it’s never too early to start. Learn how to take control of the three aspects of retirement so that you’ll be ready for this life-changing event.

The Financial Transition

  • Do you know what your retirement living and discretionary expenses will be?
  • Have you tracked your current spending for three months?
  • Do you understand the transition from accumulating money to spending it?

 

The Lifestyle Transition

  • How much time do you spend each week on hobbies or volunteer work?
  • Do you check your work voicemail on the weekends?
  • Do you have friends to share with?

 

The Lifestyle Transition

  • Is your spouse/significant other ready to retire?
  • Are you or your spouse not healthy enough to work anymore?
  • Do you have friends you did not meet at work?

 

Space is limited, so reserve your seat today!


 

*This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. All guarantees are backed by the claims-paying ability of the issuer. MEMBERS Insurance & Investments and MEMBERS are marketing names for the products, services and programs offered by CMFG Life Insurance Company (CMFG Life), MEMBERS Life Insurance Company (MEMBERS Life) and other leading carriers. MEMBERS® is a registered trademark of CMFG Life. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution.

Financial advisors are not tax experts. For information regarding your specific tax situation, please consult a tax professional. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.