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MONEY MANAGEMENT SKILLS

LIVE WEBINARS

Wednesday, April 28 1:00pm – 2:00pm EST

  • Money Moves – Eight Steps to a Brighter Financial Future

Do you wonder what steps to take for a brighter financial future? In this webinar you’ll learn how to get your financial life organized, understand your spending, and create small habits that will lead to long-lasting results.

What you’ll learn:

  • Gain clarity about your finances

  • Get your economic life organized

  • Plan out your money moves

  • Prepare for the unexpected

Presented by: Dusti Young: GreenPath Program Manager & Luke Pelger: Partner Experience Manager

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

Thursday, June 24 1:00pm or 7:00pm ET

  • Student Loans – the time has arrived!

Our College Counselor will walk you through:

  • What are my options? Federal vs. Private Loans

  • Understand your repayment options – managing your loan before graduation

  • Choosing a private student lender

  • Borrower eligibility and requirements

  • Application process and timeline

Reserve my virtual seat – 1:00 pm ET 

Reserve my virtual seat – 7:00 pm ET

 

PRE – RECORDED WEBINARS

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

Topics include, Preparing for College, Student Loans to Fill the Gap, Student Loan Refinancing – What You Need to Know and more!

National Webinar Series, Student Loans – Recorded Events

College Student Moving into Dorm
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INVESTING & RETIREMENT

LIVE WEBINARS

Wednesday, April 14 6:00pm – 7:00pm EST

  • Three Transitions to Retirement 

Participants will 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-3216705.1-0820-0922

 

Wednesday, April 21 6:00pm – 7:00pm EST

  • Social Security and Your Retirement

Participants will learn:

  • The important rules of the road for receiving Social Security benefits

  • How to evaluate the possible routes you can take to make the most of Social Security benefits

  • Ways to develop a retirement income plan that considers their Social Security situation

Reserve your virtual seat

MGA-3216705.1-0820-0922

 

Wednesday, April 28 6:00pm – 7:00pm EST

  • Income for Life

Participants will learn:

  • Sources of retirement income

  • Retirement risks to clients drawing on their savings

  • Income strategies to consider

  • How to use annuities to guarantee an income for life

Reserve your virtual seat

MGA-3216705.1-0820-0922

 

Thursday, April 29 noon – 1:00 pm EST

  • Start Tailoring a Financial Plan

Everyone can benefit from a financial plan that’s tailored to individual needs and circumstances. A financial roadmap can help you improve your overall financial security now and in the future.

You will learn:

  • How to construct a budget and the importance of having an emergency fund

  • Credit fundamentals

  • Basic investment concepts, including risk tolerance and investment strategies

  • Basic estate planning concepts

Reserve your virtual seat

FR-3511284.1-0321-0423

 

Wednesday, May 5 6:30pm – 7:30pm EST

  • Understanding Medicare

Participants will learn:

  • Medicare basics and the differences between Parts A, B, C and D

  • Presenter will offer tips for choosing coverage and enrolling in Medicare

  • A discussion of health care costs when planning retirement income

Reserve your virtual seat

MGA-3216705.1-0820-0922

 

 

Family focused on home improvement with NIHFCU Home Equity Loan

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