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


Social Security - 9/15
College Planning - 9/17
Stock Market - 9/22
Retirement - 9/29
Social Security - 10/6
Medicare - 10/13
Retirement Income - 10/20
Conservative Investing - 10/27






 







 


Social Security and Your Retirement - Tuesday, September 15 @ 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.

You'll learn the answers to questions, including:

  • 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 »
 


College Planning Workshop - Thursday, September 17 
Two sessions: 12:00pm - 1:00pm CST & 6:00pm - 7:00pm CST

If your college experience is right around the corner, you may be having a lot of questions. We're here to help with a workshop designed to cover all the basics around planning for college. The sooner you have a plan, the better (next year's FAFSA enrollment opens in October!) 

Our guest speaker, Denise Burmeister, the Director of Strategic Partnerships at Student Choice, will cover many different topics including: 

  • How to choose a college
  • How to apply to college
  • Financial aid, scholarship & grants
  • The FAFSA process
  • Federal and private student loans
  • Important deadlines 

RSVP today »
 


How to Weather a Bear Market* - Tuesday, September 22 @ 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 the answers to questions, including:

  • 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 »
 


Three Transitions to Retirement - Tuesday, September 29 @ 6:00pm CST

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 path to retirement. 

During this session, you'll learn:

  • 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 

RSVP today »
 


Social Security and Your Retirement - Tuesday, October 6
Two sessions: 12:00pm CST & 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.

You’ll learn the answers to your Social Security questions, including: 

 

  • 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 for 12pm » | RSVP for 6pm »
 


Understanding Medicare - Tuesday, October 13 @ 6:00pm CST

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.

You’ll learn the answers to your Medicare questions and discuss:

 

  • Medicare basics and the differences between Parts A, B, C and D
  • Tips for choosing your coverage and enrolling in Medicare
  • How to consider health care costs when planning your retirement income 

RSVP today »
 


 

Income for Life - Tuesday, October 20 @ 6:00pm CST

Guaranteeing retirement income to last a lifetime. 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:

 

  • 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 »
 


The Return of Conservative Investing - Tuesday, October 27 @ 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.

During this session, you'll learn:

 

  • 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 »
 

 


*Presented by Mike Mason, Regional Sales Director, CUNA Mutual Group Annuities. 


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.