Some Zeal members have reported receiving phishing scam text messages stating that their debit cards are locked and to contact the number provided. This is a scammer posing as Zeal Credit Union. Please do not respond; please report any suspicious communications to abuse@zealcu.org.

Leaving a Legacy

Event Description After years of saving sufficient assets to ensure a comfortable retirement, members may be at a point where they’re considering how to pass assets on to the next generation ─ children/grandchildren or a favorite charity, which can be referred to as asset transfer. It can be surprising how much taxation may eat away … 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

Women & Investing

Event Description 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 … Continued

The Return of Conservative Investing (Hosted by CUNA Brokerage Services Inc.)

Event Description Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this virtual seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track. Representatives are registered, … 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

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

Social Security & Your Retirement

Event Description:  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 … Continued

Income for Life (Hosted by CUNA Brokerage Services Inc.)

Event Description 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)? Here’s an opportunity to attend a valuable virtual seminar on this important … Continued

Understanding Medicare

Event Description Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Join us for a no-cost, no-obligation virtual seminar that can help answer your questions: If you have questions about your Medicare options or would like to find out why it is … Continued

The 3 Transitions to Retirement

Event Description 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 … Continued