Featured Webinar: October 17 @ noon - 1 pm (eastern)

Estate Planning, Wealth Management, Long-Term Care

Hosted by NIHFCU Wealth Advisors

Gain valuable and important information to help protect your family and your assets.

Learn more and reserve your virtual seat today!

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Live Webinars


Social Security & Your Retirement*

Tuesday, October 3 @ 6:00 pm EST

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 regarding Social Security?

Join us and learn 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?

Reserve your virtual seat 

*Click here for important disclosures.

Sinking Funders – Your Savings Strategy for (Un)Expected Expenses 

Wednesday, October 11 @ 1:00 – 1:30pm EST

It’s never enjoyable when unexpected expenses pop up in our day-to-day financial situation. What if we can turn unexpected expenses into expected expenses and remove some stress from these situations? Join us as we discuss the concept of sinking funds and how you can structure your savings to prepare for the unexpected.

What You Will Learn:

  • The strategy of using sinking funds for unexpected expenses

  • The types of expenses you should save for using sinking funds

  • How to structure your saving plan using sinking funds

Reserve your virtual seat


Understanding Medicare* 

Thursday, October 19 @ 6:00 pm EST

Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is another step in an already confusing process. You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions, including:

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

  • Tips for choosing your coverage and enrolling in Medicare

  • How to consider health care costs when planning your retirement income

Reserve your virtual seat

*Click here for important disclosures.




Resources for Veterans: From Service to Financial Stability 

Wednesday, November 1 @ 3:00 pm – 3:30 pm EST

America’s veterans and service members face unique financial challenges, often due to the stresses of serving, injuries, suffering from PTSD, and struggles adjusting back to civilian life. The question is often asked: how can we support our veterans and their families? Join us as we discuss some of the challenges our veterans face, as well as resources for and solutions to those challenges.

  • An overview of unique financial challenges facing veterans

  • Solutions both unique to veterans and available to everyone

  • How to access available resources

Reserve your virtual seat

Income for Life* 

Wednesday, November 1 @ 6:00 pm EST

Most folks have retirement goals and plans for their future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?

You’ll learn more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:

  • What sources of retirement income will you rely on?

  • What retirement risks do you face now that you’re drawing on their savings?

  • Which income strategies should you consider?

  • How can you use annuities to guarantee income for life?

Reserve your virtual seat 

*Click here for important disclosures.


Completing the new FAFSA

Wednesday, November 8 @ 1:00 pm & 6:00 pm EST

With changes coming to the 2024-25 FAFSA under the FAFSA Simplification Act, our College Counselor will outline everything you need to know! Join us to learn more about:
• Roadmap to the Simplified FAFSA
• Important Deadlines
• FSA ID for students and parents
• How to complete the FAFSA

Reserve your virtual seat 1:00 pm

Reserve your virtual seat 6:00 pm


Three Transitions to Retirement* 

Wednesday, November 15 @ 6:00 pm EST

Are you ready to retire? You might be prepared for the financial transition, but you’ll also experience lifestyle and emotional transitions. 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.

 You’ll learn more about the transitions you will face during retirement and how you can better prepare for this new life. You’ll learn the answers to your Retirement questions, including:

  • 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

*Click here for important disclosures.

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* There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to risk, and may lose value. These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.
MGA-3216705.1-0820-0922 © CUNA Mutual Group Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. NIH Federal Credit Union and NIHFCU Wealth Advisors are not registered as a broker-dealer. Registered representatives of LPL offer products and services using NIHFCU Wealth Advisors, and may also be employees of NIH Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NIH Federal Credit Union or NIHFCU Wealth Advisors. Securities and insurance offered through LPL or its affiliates are not Insured by the NCUA or Any Other Government Agency I Not Credit Union Guaranteed I Not Credit Union Deposits or Obligations I May Lose Value. LPL Registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.