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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*

Understanding Social Security

Social security plays a key role in your retirement journey. We will help you cut through the confusion and learn how to manage your benefits.

  • Session 1: September 17 from 6:00-7:30 p.m. | St. Mary's Bank Londonderry Branch: 50 Nashua Rd, Londonderry NH
  • Session 2: September 18 from 6:00-7:30 p.m. | St. Mary's Bank Education Center: 48 Perimeter Rd. Manchester, NH

  Register

Choose your session during registration.


Topics covered:

  • Determine the right time to retire in order to maximize your benefits.
  • The important rules of the road for receiving Social Security benefits
  • How to evaluate the possible routes you can take to make the most of Social Security benefits
  • Ways to develop a retirement income plan that considers your Social Security situation
 

Space is limited, so reserve your seat today!


Understanding Medicare

Whether you’re looking to help parents with Medicare decisions or nearing retirement yourself, learn about the role Medicare plays in retirement.

  • Session 1: October 22 from 6:00-7:30 p.m. | St. Mary's Bank Hudson Branch: 3 Winnhaven Drive, Hudson NH
  • Session 2: October 23 from 6:00-7:30 p.m. | St. Mary's Bank Education Center: 48 Perimeter Rd. Manchester, NH

  Register

Choose your session during registration.

  

Topics covered:

  • What does Medicare really cover?
  • When should you enroll to start your benefits?
  • Do you have any choices for the types of Medicare coverage you receive?
  • What does Medicare cost?
  • If you're still working and have health insurance from your employer, do you still need to enroll?
  • Is Medicare the only health insurance you need during retirement?

Space is limited, so reserve your seat today!

Retirement Income Planning

For many retirees making retirement income last is a big concern. Get ahead of the game so that you’re not one of them.

  • October 30 from 6:00-7:30 p.m. | St. Mary's Bank Education Center: 48 Perimeter Rd. Manchester, NH
  • December 3 from 6:00-7:30 p.m. | St. Mary's Bank Milford Branch: 603 Nashua St, Milford NH

Register

Choose your session during registration.
 

Topics covered:

  • 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!


Estate Planning

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 are taken care of. Making an estate plan is a critical part of your overall financial plan.

  • November 12 from 6:00-7:30 p.m. | St. Mary's Bank Nashua Branch: 14 Spruce St, Nashua NH
  • November 20 from 6:00-7:30 p.m. | St. Mary's Bank Education Center: 48 Perimeter Rd. Manchester, NH

  Register

Choose your session during registration.

Topics covered:

  • 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
 

Space is limited, so reserve your seat today!


Understanding Annuities

Whether you’re looking to save for a specific purpose, supplement other sources of retirement income, or maintain your financial independence, an annuity can help you achieve your financial goals. We’ll discuss types of annuities, payout options, and tax consequences of annuities.

  • December 11 from 6:00-7:30 p.m. | St. Mary's Bank Education Center: 48 Perimeter Rd. Manchester, NH

Register

Choose your session during registration.
 

Topics covered:

  • What is an annuity?
  • Why buy an annuity?
  • What types of annuities are available?
  • What if you have to withdraw money from your annuity?
  • How is an annuity different from other retirement and investment vehicles?
  • What are the tax consequences of annuities?
 

Space is limited, so reserve your seat today!


 

*These workshops are educational only and do not constitute 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.

Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.