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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 professionals. View our upcoming seminars and events below and start working to achieve your financial goals today.

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

Attend a Virtual Seminar
Available through our partner, CUNA Mutual Group

Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan.

Three Transitions to Retirement
Date: Wednesday, January 13, 2021
Time: 6:00 p.m. (EST)

Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement. 

During this session, you’ll learn:
  • How to confidently address the financial, lifestyle and emotional transitions to retirement
  • How to guard against risks and manage those that are inevitable
  • Whether you are ready for retirement
Reserve your virtual seat.(Link to WebEx registration)

Social Security and Your Retirement
Date: Wednesday, January 20, 2021
Time: 6:00 p.m. (EST)

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security? Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider. Here’s an opportunity to attend a valuable educational virtual seminar on this important topic, at no cost and no obligation:

During this session, you’ll learn:
  •  What are the rules for starting your Social Security benefits?
  •  How do spouses coordinate their benefits?
  •  Are there different routes to take that could potentially increase your benefits?
  •  How do you decide where Social Security fits within your retirement plans
Reserve your virtual seat. (Link to WebEx registration)

Income for Life: Guaranteeing retirement income to last a lifetime
Date: Wednesday, January 27, 2021
Time: 6:00 p.m. (EST)

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?

Join us for a virtual session that can help you set your financial direction and answer more of your questions:
  • What sources of retirement income will you rely on?
  • What retirement risks do you face now that you’re drawing on their savings?
  • Which income strategies should you consider?
  • How can you use annuities to guarantee income for life?
Reserve your virtual seat. (Link to WebEx registration)

Understanding Medicare
Date: Tuesday, February 2, 2021
Time: 6:30 p.m. ( EST) 5:30 p.m. (Central)

Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Join us for a no-cost, no-obligation virtual seminar that can help answer your questions:

Here’s an opportunity to attend a valuable educational virtual seminar on this important topic.

During the virtual seminar, you’ll find out more about the basics of Medicare and how financial education can help you in retirement income planning. You’ll learn the answers to your Medicare questions and discuss:
  • Medicare basics and the differences between Parts A, B, C and D
  • Tips for choosing your coverage and enrolling in Medicare
  • How to consider health care costs when planning your retirement income
Reserve your virtual seat. (Link to WebEx registration)

Rollover Planning
Date: Wednesday, February 10, 2021
Time: 6:00 p.m. (EST)

Often times when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available.

In this session you will learn the answers to questions, including:
  • Pros and Cons to leaving your money in the company plan
  • Possible taxes or penalties we may face when moving money
  • Options for moving it your new company plan
  • Rolling it over to a personal IRA
Reserve your virtual seat. (Link to WebEx registration)

How to Weather a Bear Market
Date: Thursday, February 18, 2021
Time: 6:00 p.m. (EST)

When the market dips, what do you do? How do you react? Without a plan, reacting based on your instincts could hurt your long-term financial goals. Learn steps you can take now to prepare to weather the next bear market.

Attend a valuable virtual seminar, “How to Weather a Bear Market.” You’ll learn the answers to questions, including:
  • What is a bear market?
  • How does behavioral finance affect decision-making?
  • How do overreaction and bad decisions compromise long-term financial goals?
  • How do I weather a bear market?
Reserve your virtual seat. (Link to WebEx registration)

The Return of Conservative Investing Virtual Seminar​
Date: Wednesday, February 24, 2021
Time: 6:00 p.m. (EST)

Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this virtual seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.

In this session you will learn the answers to questions, including:
  • How can conservative investments help you face today’s economic risks?
  • What are the differences between CDs and annuities?
  • What are the different types of annuities?
  • How do you decide which conservative investment is right for you?

Reserve your virtual seat. (Link to WebEx registration)

Women and Investing: Steering toward retirement
Date: Tuesday, March 2, 2021
Time: 6:00 p.m. (EST) 5:30 p.m. (Central)

There’s no denying the facts: Women tend to earn less and live longer than men. If you’re a woman who would like to retire one day, you may need to save more and invest more than men.

The virtual seminar will focus on taking control of your future through investing. You’ll also learn about:

  • Key investment principles every woman should know
  • Important opportunities like asset allocation
  • Understanding investor behavior
  • Differences between financial products like mutual funds and annuities
Reserve your virtual seat. (Link to WebEx registration)

Three Transitions to Retirement: It’s about more than just the money
Date: Wednesday, March 17, 2021
Time: 6:00 p.m. (EST)
Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement

During this session, you’ll learn:
  • How to confidently address the financial, lifestyle and emotional transitions to retirement
  • How to guard against risks and manage those that are inevitable
  • Whether you are ready for retirement
Reserve your virtual seat. (Link to WebEx registration)

Social Security and Your Retirement
Date: Wednesday, March 24, 2021
Time: 6:00 p.m. (EST)

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security? Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider. Here’s an opportunity to attend a valuable educational virtual seminar on this important topic, at no cost and no obligation:

During the virtual seminar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn the answers to your Social Security questions, including:
  •  What are the rules for starting your Social Security benefits?
  •  How do spouses coordinate their benefits?
  •  Are there different routes to take that could potentially increase your benefits?
  •  How do you decide where Social Security fits within your retirement plans?
Reserve your virtual seat. (Link to WebEx registration)

Income for Life: Guaranteeing retirement income to last a lifetime
Date: Wednesday, March 31, 2021
Time: 6:00 p.m. (EST)

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?

Join us for a virtual session that can help you set your financial direction and answer more of your questions:
  • What sources of retirement income will you rely on?
  • What retirement risks do you face now that you’re drawing on their savings?
  • Which income strategies should you consider?
  • How can you use annuities to guarantee income for life?
Reserve your virtual seat. (Link to WebEx registration)

Workshops are educational only and not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. All guarantees are based on the claims-paying ability of the issuer. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. 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.