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MONEY MANAGEMENT SKILLS

LIVE WEBINARS

Wednesday, November 3 @ 1:00 – 1:30 pm EST
Spread Joy and Save Money – How to Have a Happy and Financially Healthy Season

Are you already stressed about the upcoming holiday season? Join GreenPath to learn how to maximize your dollars and create a memorable gift-giving season. We will help you create a plan to set yourself up for success for years to come.

Who Should Attend?
• Those that want to reduce stress during the Holidays
• Those that have experienced a change in their budget
• Those that want to maximize the value of gifts given

What You Will Learn:
• How to spread joy without impacting your wallet
• Strategies for gift giving
• How to create lasting memories

Presented by:
GreenPath Partner Experience Manager, Catherine Wall and Dawn Watson
GreenPath Bilingual Financial Wellness Expert Leonor Orlicki

Reserve your virtual seat

Wednesday, December 8 @ 1:00 – 2:00 pm EST
Staying Safe on Internet Without Breaking a Sweat

We have heard time and again that we must be careful while online, but even the most diligent among us can take our online safety for granted. Staying safe on the internet can seem overwhelming, but it doesn’t have to be. Join us to learn some simple and useful tips on staying safe on the internet.

Who Should Attend?
• How to avoid common traps that can compromise you online
• How to check site security before you use it
• How to guard your personal information

What You Will Learn:
• Anyone who uses the internet either regularly or sporadically
• Those who shop online
• Those who would like to use the internet more, but are afraid that they will expose vital information

Presented by:
Bill Fowlkes, GreenPath Partner Experience Manager and Leo Hopper, GreenPath’s Director of Information Security

Reserve your virtual seat

 

PRE-RECORDED WEBINARS

Qualify for NIHFCU membership
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COLLEGE PLANNING AND FINANCING

LIVE WEBINARS

Please check back soon for information on College Planning and Financing live webinars.

 

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

Tuesday, November 2 @ 6:00 – 7:00 pm 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. Attend this valuable virtual seminar, 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

 

Tuesday, November 16 @ 6:30 – 7:30 pm EST
Women and Investing – Steering Toward Retirement

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. Here’s an opportunity to attend a valuable, virtual seminar on this important topic:

  • 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

 

Tuesday, November 30 @ 6:00 – 7:00 pm EST
Rollover Planning

Often when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available:

  • Pros and Cons to leaving your money in the company plan

  • Possible taxes or penalties we may face when moving money

  • Options for moving it your new company plan

  • Rolling it over to a personal IRA

Reserve your virtual seat

MGA-3013504.1-0320-0422

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