Seminars and Events

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.

CUNA VIRTUAL SEMINARS

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

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. Webex seminars are Available through our partner, CUNA Mutual Group.

Understanding Medicare
Date: Tuesday, January 25, 2022
Time: 6:30 p.m. (EST)

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)

Income for Life: Guaranteeing retirement income to last a lifetime
Date: Wednesday, February 9, 2022
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)

Women and Investing: Steering toward retirement
Date: Wednesday, February 22, 2021
Time: 6:30 p.m. (EST)

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)

Rollover Planning
Date: Tuesday, March 8, 2022
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)

Three Transitions to Retirement: It’s about more than just the money
Date: Tuesday, March 22, 2022
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)

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.