Steps to Financial Freedom – September

Topics covered include: Understanding your money personality, Setting financial goals, creating a budget, using credit wisely, etc.   Duration: 1hr To register, please visit greenpath.webex.com and include that you’re a member of Zeal Credit Union! 

The 3 Transitions to Retirement – September

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

How to Weather a Bear Market – September

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 (presented by Cindi Hill)

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 – August

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

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

The 3 Transitions to Retirement – August

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

Understanding Your Credit Score and Report

Until now, understanding the mysteries of your credit score was difficult. You either needed an advanced degree in finance, enrollment in an expensive monthly monitoring service, or worst of all, to enter your personal information on some sketchy website and hope for the best. Join us, along with guest speaker Bill Fowlkes from GreenPath Financial … Continued

The Return of Conservative Investing

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. In this session … Continued