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Student Loan Refinancing - What You Need to Know!

POSTPONED: Wednesday, April 20 @ noon – 1:00 pm (eastern)

With the White House extending the pause on federal student loan repayments through August, we have likewise postponed this webinar for a later date.

In the interim, please do not hesitate to contact our student loan counselors for guidance on your specific needs.

Please click here to send in a question or schedule an appointment.  Or, you can speak to a student loan counselor by calling  844-823-8544.

Thank you!

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Wednesday, July 27 @ 1:00 – 2:00 pm EST

Mentoring Kids for Financial Success

Do you want to teach your child lessons about money? Are you unsure how or when to start? Join us for a panel discussion including parents, youth, and educators for tips on how to start setting your child up for a financially healthy future at any age.

What You Will Learn

  • Real life examples of money mentorship in action

  • Financial life lessons to share with children

  • Tips to set your child up for a financially healthy future

Presented by

  • Emily Reed, Manager of Talent Development at GreenPath

  • Shamica Joseph, Learning Experience Designer at GreenPath

  • Kelly Figueroa, Bilingual Program Quality Assurance Specialist at GreenPath

  • Keith Manze, Community Relations Specialist at First Florida Credit Union

  • Connor S., high school student

Reserve your virtual seat



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Tuesday, June 28 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 how retirement savers are facing new challenges, and the 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 changes?

  • How can you achieve your goals with the least amount of risk?

  • How can new annuity options help you rethink diversification?

Presented by, Travis P. Stanley, BFA™ NSSA™ RICP™ CSS™

Reserve your virtual seat


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.