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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:

 

Income for Life
Date:
Tuesday, February 7, 2023
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 your 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:
Tuesday, February 21, 2023
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
 

Understanding Your Rollover Options
Date:
Wednesday, March 8, 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:
Wednesday, March 22, 2023
Time: 6:00 p.m. (EST)
Location: Presented virtually by Travis Stanley from CUNA Mutual Group

You’ll find out more about how retirement savers are facing 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 changed?
  • 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:
 
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.