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MONEY MANAGEMENT SKILLS

LIVE WEBINARS

Thursday, August 5  *  1:00pm EST

Increase Your Financial Awareness

National Financial Awareness Day is August 14, 2021, a day dedicated to helping people understand finances and improve financial stability. Learning about personal finances can sometimes feel overwhelming or out of reach. National Financial Awareness Day provides a great opportunity to learn simple ideas about personal finances, along with tips to more easily manage our finances.

What You Will Learn:
• Three ways to take control of your finances
• Four money mistakes you can learn from
• Five ways you can celebrate National Financial Awareness Day

Reserve your virtual seat

 

PRE-RECORDED WEBINARS

Click below to access a catalog of previously recorded sessions that you can watch at your leisure. Categories include:

Qualify for NIHFCU membership
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COLLEGE PLANNING AND FINANCING

LIVE WEBINARS

Wednesday, September 29 1:00 pm & 6:00pm EST

It’s FAFSA Time!

Join us as we explore the ins and outs of the Free Application for Federal Student Aid (FAFSA) – the most important piece of the financial aid puzzle!

Our College Counselor will cover:

  • Federal Updates

  • Before – Eligibility Requirements and Information Needed

  • During – Filling out the FAFSA

  • What’s Next?

Reserve your virtual seat 1:00 pm

Reserve your virtual seat 6:00 pm

 

PRE – RECORDED WEBINARS

Click below to access a wide variety of financial education topics powered by iGrad:

Click below to access a catalog of previously recorded sessions on student lending:

College Student Moving into Dorm
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INVESTING & RETIREMENT

LIVE WEBINARS

Wednesday, August 11 6:00pm EST

How to Weather a Bear Market

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?

MGA-3013564.1-0320-0422
Wednesday, August 18 6:00pm EST

The Return of Conservative Investing

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 will learn the answers to questions, including:

  • 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?

MGA-3013504.1-0320-0422

 

Tuesday, August 24 6:30pm EST

Women and Investing

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.

The virtual seminar will focus on taking control of your future through investing. You’ll also learn about:

  • Key investment principles every woman should know

  • Important opportunities like asset allocation

  • Understanding investor behavior

  • Differences between financial products like mutual funds and annuities

Reserve your virtual seat

MGA-3055135.1-0420-0522

 

Wednesday, September 1 6:00pm EST

Three Transitions to Retirement

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

Reserve your virtual seat

MGA-3055100.1-0420-0522

1 All CUNA Mutual Group workshops are educational only and are 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. 

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. 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-3197883.1-0820-0922