skip to main content

Download the St Mary’s Bank app on Google Play..

Dismiss

Seminars and Events

Member-Only Event

110th Annual Shareholders' Meeting

Wednesday, April 17, 2019
Registration 5:30 p.m. |  Annual Meeting 6:00 p.m.
St. Mary's Bank McGregor Street Lobby
200 McGregor Street, Manchester, NH


This meeting is open to St. Mary’s Bank members only. We regret that guests cannot be accommodated.

Register


Member ballots are available at branch locations March 21-April 13, 2019, or may be requested by calling the Member Contact Center at 1-888-786-2791. View nominee information for Board of Directors, Supervisory Committee, and Credit Committee.

Community Event

NH Housing Homebuyer Fair

Visit us at booth #18
Saturday, March 16 | 9:00 a.m.-1:00 p.m.
DoubleTree by Hilton Manchester Downtown Hotel
700 Elm St., Manchester, NH


Visit us at the Made in NH Expo

Center of New Hampshire Expo Center
DoubleTree by Hilton Manchester Downtown Hotel
700 Elm St., Manchester, NH


Expo Hours:
Friday, March 22, 2019 | 1:00 p.m-8:00 p.m. 
Saturday, March 23, 2019 | 10:00 a.m.-7:30 p.m.
Sunday, March 24, 2019 | 10:00 a.m.-4:00 p.m.


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.

HOMEOWNERSHIP
First-Time Homebuyers Seminar

Buying your first home is a major milestone. Let our Mortgage Specialists help you navigate the home-buying process.

Thursday, April 4 | 6:00-8:00 p.m. | St. Mary's Bank Education Center: 48 Perimeter Rd. Manchester, NH

Register

 

Are you curious about the benefits of owning versus renting?

Are you unsure how and where to start the home-buying process?

Look no further than St. Mary’s Bank.

We have the tools and resources to make homeownership a reality. From preparing your finances before beginning your home search to closing on your new home and making the big move, our Mortgage Specialists will answer the following questions and more:

  • How much home can you afford based on your lifestyle?
  • What are the advantages of being prequalified?
  • How can you buy a home with as little as no money down?
  • What are the advantages of a fixed-rate mortgage or adjustable-rate mortgage?
  • What documents do you really need to get started?

 

Buying your first home is a major milestone, and St. Mary’s Bank’s Mortgage Specialists will help you identify the financing opportunity that best fits your needs and guide you every step of the way.

As a not-for-profit financial cooperative, St. Mary’s Bank provides sound, credible mortgage advice because we truly have your best interests at heart. Let us be your advocate as you navigate the home-buying process.

 

RETIREMENT & ESTATE PLANNING

Understanding Social Security*

Determine the right time to retire in order to maximize your benefits.


Thursday, March 14 | 6:00-8:00 p.m. | St. Mary's Bank Education Center: 48 Perimeter Rd. Manchester, NH

Register


Monday, March 18 | 6:00-8:00 p.m. | St. Mary's Bank Nashua Branch: 14 Spruce St, Nashua NH

Register


Monday, March 25 | 6:00-8:00 p.m. | St. Mary's Bank Milford Branch: 603 Nashua St, Milford NH

Register

 

Are you thinking about retiring but wondering when would be the right time?

What would your Social Security benefits look like now compared to a few years down the road?

Social Security plays a key role in your retirement journey. We will help you cut through the confusion and learn how 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!

 

Estate Planning*

Plan for the road ahead and secure your financial future.


Wednesday, March, 27 | 6:00-8:00 p.m. | St. Mary's Bank Education Center: 48 Perimeter Rd. Manchester, NH

Register


Monday, May 6 | 6:00-8:00 p.m. | St. Mary's Bank Londonderry Branch: 50 Nashua Rd, Londonderry NH

Register


Wednesday, May 15 | 6:00-8:00 p.m. | St. Mary's Bank Hudson Branch: 3 Winnhaven Drive, Hudson NH

Register


Tuesday, May 21 | 6:00-8:00 p.m. | St. Mary's Bank Nashua Branch: 14 Spruce St, Nashua NH

Register


Wednesday, May 29 | 6:00-8:00 p.m. | St. Mary's Bank Milford Branch: 603 Nashua St, Milford NH

Register

 

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!

 

Understanding Medicare*

Determine the right time to retire in order to maximize your benefits.


Tuesday, April 2 | 6:00-8:00 p.m. | St. Mary's Bank Londonderry Branch: 50 Nashua Rd, Londonderry NH

Register


Tuesday, April 9 | 6:00-8:00 p.m. | St. Mary's Bank Hudson Branch: 3 Winnhaven Drive, Hudson NH

Register


Tuesday, April 16 | 6:00-8:00 p.m. | St. Mary's Bank Education Center: 48 Perimeter Rd. Manchester, NH

Register


Wednesday, April 17 | 6:00-8:00 p.m. | St. Mary's Bank Nashua Branch: 14 Spruce St, Nashua NH

Register


Tuesday, April 23 | 6:00-8:00 p.m. | St. Mary's Bank Milford Branch: 603 Nashua St, Milford NH

Register

 

Whether you’re younger and looking for the foundation to help parents with their Medicare decisions or you’re nearing retirement yourself, you’ll learn about the role Medicare plays in retirement.

We’ll provide tips for enrollment and how to consider healthcare expenses when planning your retirement income.

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!

 

Understanding Annuities*

Discover how annuities can be a key part of your investment strategy.

Tuesday, May 7 | 6:00-8:00 p.m. | St. Mary's Bank Education Center: 48 Perimeter Rd. Manchester, NH

Register

 

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.

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!

 

Retirement Income*

Create income that lasts.

Wednesday, May 22 | 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.


Tuesday, June 4 | 6:00-8:00 p.m. | St. Mary's Bank Londonderry Branch: 50 Nashua Rd, Londonderry NH

Register


Tuesday, June 11 | 6:00-8:00 p.m. | St. Mary's Bank Hudson Branch: 3 Winnhaven Drive, Hudson NH

Register


Tuesday, June 18 | 6:00-8:00 p.m. | St. Mary's Bank Nashua Branch: 14 Spruce St, Nashua NH

Register


Thursday, June 20 | 6:00-8:00 p.m. | St. Mary's Bank Education Center: 48 Perimeter Rd. Manchester, NH

Register


Tuesday, June 25 | 6:00-8:00 p.m. | St. Mary's Bank Milford Branch: 603 Nashua St, Milford NH

Register

 

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.