Free Upcoming Workshops:
(click an event to learn more)

 

Home Buying Workshop (FULL)

 

 


How to Weather a Bear Market
Tuesday, May 11 @ 6:00pm CST

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.

You’ll learn answers to questions like:

  • What is a bear market?
  • How does behavioral finance affect decision-making?
  • How do overreaction and bad decisions compromise long-term financial goals?
  • How do I weather a bear market?


RSVP today »


Conservative Investing
Tuesday, May 18 @ 6:00pm CST

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. 

You’ll learn answers to questions like:

  • How can conservative investments help you face today’s economic risks?
  • What are the differences between CDs and annuities?
  • What are the different types of annuities?
  • How do you decide which conservative investment is right for you?


RSVP today »


Women and Investing
Tuesday, May 25 @ 6:00pm CST

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)?

You’ll learn answers to questions like:

  • 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?


RSVP today »


Three Transitions to Retirement
Tuesday, June 1 @ 6:00pm CST

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)?

During this session, you’ll learn:

  • How to confidently address the financial, lifestyle and emotional transitions to retirement
  • Whether you are ready for retirement
  • How to guard against risks and manage those that are inevitable


RSVP today »


Social Security
Tuesday, June 8 @ 6:00pm CST

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 consider. Here’s an opportunity to attend a valuable educational virtual seminar on this important topic, at no cost and no obligation:

You’ll learn answers to questions like:

  • 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?


RSVP today »


Virtual Home Buying Workshops- FULL

If you’re thinking about buying a home and don’t know where to start. The Credit Union is here to help! To learn more about the home buying process join us via zoom for one of our upcoming interactive workshops.

Workshop Dates

  • Thursday, April 22 / 6pm-7pm CST
  • Tuesday, April 27 / 5pm-6pm CST
  • Thursday, April 29 / 6pm-7pm CST
  • Tuesday, May 18 / 6pm-7pm CST *
    * Bilingual: English/Spanish

Here are a few things you’ll take away:

  • Step by step guide to the home buying process
  • Understanding your pre-approval letter
  • Learn the importance of your credit score
  • Discover your mortgage loan options*

Each attendee will receive a $25 Amazon gift card plus a chance to win a Ring Doorbell system, $500 worth of gift cards and more*.


Workshops are full!

If you are interested in attending a future Home Buying Workshop, email Tracy at tdickey@togethercu.org.

 

*Attendance prizes are awarded based upon completion of the workshop and survey.

*All loans subject to underwriting standards and credit approval. Together Credit Union is an equal opportunity lender NMLS #401252.


*CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR USE BY THE GENERAL PUBLIC.  
CMGA-3269003.1-1020-1122


These workshops are educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. All guarantees are based on the claims-paying ability of the issuer. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.


Together Investments & Retirement Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.  FR-3236745.1-0920-01022

 

 

 

We're about more than money. We want to see you grow.