It's always a good time to enhance your knowledge.
LIVE WEBINARS
Wednesday, June 23 1:00 pm – 2:00 pm ET
Buying a Home in a Seller’s Market
What You’ll Learn:
What is important to most sellers in today’s real estate market
The realistic timeline of how long buyers have between putting in an offer and when they will be able to move into the house
How the relationship between the buyers, lenders, and other real estate professions may impact the home buying process
Presenters & Panelists:
David King: GreenPath Financial Wellness Expert and Real Estate Agent
Jessie Garrison: GreenPath Partner Experience Manager
PRE-RECORDED WEBINARS
Click below to access a catalog of previously recorded sessions that you can watch at your leisure. Categories include:
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 wide variety of financial education topics powered by iGrad:
Topics include prerecorded webinars, financial wellness courses and useful tools.
Click below to access a catalog of previously recorded sessions on student lending:
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
LIVE WEBINARS
Wednesday, June 23 6:00pm EST
How to Weather a Bear Market
Participants will learn:
Explain bear markets and their recent history
Introduce participants to behavioral finance and how it affects decision-making
Review how overreaction and bad decisions compromise long-term financial goals
Discuss three keys to help weather a bear market
Present how an annuity fits into a personalized bear market plan
Wednesday, June 30 6:00pm EST
Rollover Planning
Often times 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.
In this session you will learn the answers to questions, including:
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
Wednesday, July 7 6:00pm EST
Redefining a Diversified Portfolio
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.
Join us for an informational session that can help you think about your retirement savings plan, and learn answers to questions like:
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?
Wednesday, July 14 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
Wednesday, July 21 6:00pm EST
Social Security and Your Retirement
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.
During the virtual seminar, you’ll find out more about:
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?
Wednesday, August 4 6:30pm EST
Understanding Medicare
Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process.
During the virtual seminar, you’ll find out more about the basics of Medicare and how financial education can help you in retirement income planning. 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
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
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