All offices will be closed Monday July 4th in observance of Independence Day.

The Road to Retirement

Event Description:  How do I get the most from my pension and Social Security? How should I invest to generate income during my retirement? How can I make sure that I can meet my health care needs? What sources of income should I draw upon and when? Representatives are registered, securities sold, advisory services offered … Continued

Vacationing on a Budget (Presented by GreenPath)

Does your brain need a vacation and your wallet says no? All of us have been there so let us share our years of combined experience to help you achieve your goal. Join us for a short but informative webinar on how to save money with travel discounts, identify pitfalls that can quickly ruin a … Continued

Sinking Funds: Your Savings Strategy for (Un)Expected Expenses

It’s never enjoyable when unexpected expenses pop -up in our day-to-day financial situation. What if we can turn unexpected expenses into expected expenses and remove some stress from these situations?  Join us as we discuss the concept of sinking funds and how you can structure your savings to prepare for the unexpected. What You Will … Continued

How to Weather a Bear Market

Event Description 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. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. … Continued

The 3 Transitions to Retirement

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 … Continued

Housing Options to Move Forward in the New Year

If you are one of the 200,000 homeowners per month exiting a forbearance program, or a renter struggling with late payments or potential eviction, know that you are not alone. Join us to learn how GreenPath, a non-profit, neutral third party, could help. During the webinar, we will discuss the following topics: The housing outlook … Continued

Social Security & Your Retirement

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 … Continued

Student loan forbearances are coming to an end; what are your options?

As we return to normal, post-pandemic, it is important to remember that as of January 31, 2022 student loan forbearances and 0% interest will come to an end. When interest begins to accrue, and payments become due, do you have a plan? Join us to explore repayment plan options, including income-based repayment and strategies to … Continued

Women & Investing

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

Rollover Planning

When retiring or starting a new job, understand the options for your existing retirement savings. Here’s an opportunity to attend a valuable virtual seminar on this important topic. Rollover Planning 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, … Continued