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.*
VIRTUAL Webinars:
Understanding Your Rollover Options
Date: Wednesday, June 7, 2023
Time: 6:00 p.m. (EST)
Location: Presented virtually by Travis Stanley from CUNA Mutual Group
Here’s an opportunity for you to get a clear understanding of your different options and how each one can affect your progress toward your retirement savings goals — at no cost and no obligation:
- Four major options for retirement plan balances when changing jobs.
- Pros and cons of each option.
- How a Rollover works.
- And more.
Reserve your virtual seat
Rethinking Diversification
Date: Tuesday, June 27, 2023
Time: 6:00 p.m. (EST)
Location: Presented virtually by Travis Stanley from CUNA Mutual Group
You’ll find out more how retirement savers are facing new challenges, and the new ways to manage investment risk. You’ll learn the answers to your investment questions, including:
- What is traditional portfolio diversification?
- How has the investment landscape changes?
- How can you achieve your goals with the least amount of risk?
- How can new annuity options help you rethink diversification?
Reserve your virtual seat
Social Security & Your Retirement
Date: Tuesday, July 11, 2023
Time: 6:00 p.m. (EST)
Location: Presented virtually by Travis Stanley from CUNA Mutual Group
Here’s an opportunity to attend a valuable educational seminar on this important topic where you will 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
Understanding Medicare
Date: Wednesday, July 26, 2023
Time: 6:00 p.m. (EST)
Location: Presented virtually by Travis Stanley from CUNA Mutual Group
You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions, 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 virtual seat
Income for Life
Date: Wednesday, August 9, 2023
Time: 6:00 p.m. (EST)
Location: Presented virtually by Travis Stanley from CUNA Mutual Group
You’ll learn 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
The Three Transitions to Retirement
Date: Wednesday, August 23, 2023
Time: 6:00 p.m. (EST)
Location: Presented virtually by Travis Stanley from CUNA Mutual Group
You’ll learn 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
Understanding Your Roll Over Options
Date: Wednesday, September 13, 2023
Time: 6:00 p.m. (EST)
Location: Presented virtually by Travis Stanley from CUNA Mutual Group
You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each option
- How a Rollover works
- And more
Reserve your virtual seat
Rethinking Diversification
Date: Tuesday, September 26, 2023
Time: 6:00 p.m. (EST)
Location: Presented virtually by Travis Stanley from CUNA Mutual Group
You’ll learn more about how retirement savers face new challenges and new ways to manage investment risk. You’ll learn the answers to your investment questions, including:
- What is traditional portfolio diversification?
- How has the investment landscape changes?
- How can you achieve your goals with the least amount of risk?
- How can new annuity options help you rethink diversification?
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:
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Not Insured by NCUA or Any Other Government Agency
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Not Credit Union Guaranteed
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Not Credit Union Deposits or Obligations
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May Lose Value
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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.