Does your brain need a vacation and your wallet says no? All of us have been there so let us share our years of combined experience to help you achieve your goal. Join us for a short but informative webinar on how to save money with travel discounts, identify pitfalls that can quickly ruin a … Continued
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 … Continued
Event Description 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. Learn steps you can take now to prepare to weather the next bear market. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. … Continued
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 … Continued
If you are one of the 200,000 homeowners per month exiting a forbearance program, or a renter struggling with late payments or potential eviction, know that you are not alone. Join us to learn how GreenPath, a non-profit, neutral third party, could help. During the webinar, we will discuss the following topics: The housing outlook … Continued
As we return to normal, post-pandemic, it is important to remember that as of January 31, 2022 student loan forbearances and 0% interest will come to an end. When interest begins to accrue, and payments become due, do you have a plan? Join us to explore repayment plan options, including income-based repayment and strategies to … Continued
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. This virtual seminar will focus on taking control of your future through investing. You’ll also learn about: Key … Continued
When retiring or starting a new job, understand the options for your existing retirement savings. Here’s an opportunity to attend a valuable virtual seminar on this important topic. 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, … Continued
You have retirement goals and plans for your 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)? Here’s an opportunity to attend a valuable virtual seminar on this important topic, at … Continued
Event Description You have retirement goals and plans for your 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)? Here’s an opportunity to attend a valuable virtual seminar on this important … Continued
