St. Mary's Financial Services Education Seminars

Join us in person or virtually as we discuss a variety of topics to increase your financial awareness.*

IN-PERSON Seminars:

Held at St. Mary's Bank Education Center, 48 Perimeter Road, Manchester, NH 03103
 

Understanding Medicare
Date: Thursday, September 29, 2022
Time: 6:00 p.m. (EST)
Location: St. Mary's Bank Education Center, 48 Perimeter Road, Manchester, NH

Discover more about Medicare, including:

• 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 in-person seat
 

Three Transitions to Retirement
Date: Wednesday, October 12, 2022
Time: 6:00 p.m. (EST)
Location: St. Mary's Bank Education Center, 48 Perimeter Road, Manchester, NH

Learn more about the transition into retirement, including:

• 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 in-person seat
 

Retirement Income Planning
Date: Thursday, October 27, 2022
Time: 6:00 p.m. (EST)
Location: St. Mary's Bank Education Center, 48 Perimeter Road, Manchester, NH

Learn the answers to your retirement income questions, including:

• What sources of retirement income will you rely on? 
• What retirement risks do you face now that you’re drawing on your savings? 
• Which income strategies should you consider?
• How can you use annuities to guarantee income for life? 

Reserve your in-person seat
 

Estate Planning
Date: Thursday, November 10, 2022
Time: 6:00 p.m. (EST)
Location: St. Mary's Bank Education Center, 48 Perimeter Road, Manchester, NH

Discover more about estate planning, including:

• Do I have a Will or Trust?  When was it last reviewed & updated?
• What is a Medical Power of Attorney? Do I need one?
• What is a Durable Power of Attorney?  Do I need one?
• How will Probate affect my Estate?
• Will I have to pay Estate Taxes when I die?

Reserve your in-person seat

VIRTUAL Webinars:

The Return of Conservative Investing
Date: Tuesday, September 6, 2022
Time: 6:00 p.m. (EST)
Location: Presented virtually by Travis Stanley from CUNA Mutual Group

You’ll find out more about where to invest your retirement savings and learn about conservative investments. You’ll learn the answers to your Conservative Investing 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.
 

Income for Life
Date: Tuesday, September 13, 2022
Time: 6:00 p.m. (EST)
Location: Presented virtually by Travis Stanley from CUNA Mutual Group

You’ll find out more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including: 

• 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.

Three Transitions to Retirement
Date: Thursday, September 29, 2022
Time: 6:00 p.m. (EST)
Location: Presented virtually by Travis Stanley from CUNA Mutual Group

You’ll find out more about the transitions you will face during retirement and how you can better prepare for this new life. You’ll learn the answers to your Retirement questions, including: 

• 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.


 

*These workshops are educational only and not investment advice. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. St. Mary's Bank and St. Mary’s Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using St. Mary’s Financial Services, and may also be employees of St. Mary’s Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, St. Mary’s Bank or St. Mary’s Financial Services. Securities and insurance offered through LPL or its affiliates are:
 

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.