COLLEGE PLANNING AND FINANCING
LIVE WEBINARS
Please check back soon for information on College Planning and Financing live webinars.
Pre-recorded Webinars
MONEY MANAGEMENT SKILLS
LIVE WEBINARS
Wednesday, February 8 @ 3:00 – 4:00 pm EST
Fall in Love with Your Money
Are you curious how your personality shapes the financial decisions you make daily? Understanding your money personality is important right now. We’re experiencing a changing economy, rising inflation and uncertainty. The actions you take with your finances and the emotions you’re feeling are normal and understanding them can help change the way you think about money. Embracing your money personality can positively shape your spending and saving habits in the year ahead.
Join us to learn:
How your money personality impacts the financial decisions you make
The ways your feelings around money can trigger emotions like fear, anxiety, and happiness
Opportunities to leverage your emotions around money to change the way you spend, save and work towards your financial goals
Presented by Dusti Young Your Money Guide Program Manager @GreenPath Financial Wellness & Jessie Garrison Partner Experience Manager @ GreenPath Financial Wellness
Wednesday, March 8 @ 3:00 – 4:00 pm EST
Managing the Ups & Downs of Home Buying
Your home is one of the largest investments you will make in your lifetime, and typically your largest monthly expense. Join GreenPath to learn how to navigate the homeownership journey as interest rates rise. Whether you are considering purchasing your first home or already own your home, we are here to offer guidance. Learn how to manage your budget and protect your housing investment during a hardship.
What You Will Learn:
How to prepare to purchase a home when interest rates are on the rise
How to create an emergency budget and housing emergency fund
How to find resources to help reach your housing goals
Presented by GreenPath Housing Counselor Carol Perdue & Hans Varblow
PRE-RECORDED WEBINARS
INVESTING & RETIREMENT
LIVE WEBINARS
Tuesday, February 21 @ 6:00 – 7:00 pm EST
Three Transitions to Retirement
You’ll find out more about the transitions you will face during retirement and how you can better prepare for this new life. You’ll learn the answers to your Retirement questions, including:
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
Presented by, Travis Stanley RICP, NSSA, BFA, and CSS from CUNA Mutual Group
CMGA-4751587.1-0522-0624
Wednesday, March 8 @ 6:00 – 7:00 pm EST
Understanding Your Rollover Options
Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a previous employer? What are your options, and how can your decision impact your long-term retirement savings?
You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
Four major options for retirement plan balances when changing jobs
Pros and cons of each option
How a Rollover works
And more
Presented by, Travis Stanley RICP, NSSA, BFA, and CSS from CUNA Mutual Group
CMGA-3487222.1-0321-0423
Wednesday, March 22 @ 6:00 – 7:00 pm EST
Rethinking Diversification
In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.
You’ll find out more about how retirement savers are facing new challenges and new ways to manage investment risk. You’ll learn the answers to your investment questions, including:
What is traditional portfolio diversification?
How has the investment landscape changed?
How can you achieve your goals with the least amount of risk?
How can new annuity options help you rethink diversification?
Presented by, Travis Stanley RICP, NSSA, BFA, and CSS from CUNA Mutual Group
CMGA-1803467.6-1220-0123
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to risk, and may lose value. These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.
MGA-3216705.1-0820-0922 © CUNA Mutual Group
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.
NIH Federal Credit Union and NIHFCU Wealth Advisors are not registered as a broker-dealer. Registered representatives of LPL offer products and services using NIHFCU Wealth Advisors, and may also be employees of NIH Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NIH Federal Credit Union or NIHFCU Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
Not Insured by the NCUA or Any Other Government Agency I Not Credit Union Guaranteed I Not Credit Union Deposits or Obligations I May Lose Value
LPL Registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
