Events, Sessions, & Seminars
Helping you plan for your future.
No matter your life stage, you have plans and goals and we’re here to help you meet them. We’ve partnered with various experts to provide you with multiple opportunities to attend valuable educational events, sessions, and seminars on important financial topics.
Financial Wellness Seminars
10 Steps to Financial Success - Tuesday, 10.15.24 at 6PM - Register
Understand Medicare - Tuesday 10.15.24 at 6PM Register
Identity Theft & Fraud – Cybersecurity - Wednesday, 10.16.24 at 6PM Register
Buying a Home Using Grants & Down Payment Assistance - Thursday, 10.17.24 at 6PM Register
Building a Budget - Thursday, 10.17.24 at 6PM - Register
Income For Life - Tuesday 10.29.24 at 6PM Register
The 3 Transitions to Retirement - Tuesday 11.05.24 at 6PM Register
Rollover Planning - Tuesday 12.03.24 at 6PM Register
Women and Investing - Thursday 12.12.24 at 6PM Register
Homebuying Seminars
Buying a home can be complicated and feel overwhelming – especially the first time you go through the process. We’re here to help! Join us for a virtual session where we’ll walk you through the entire homebuying process - from pre-approval to closing. You'll also hear from some of the area's most well-respected real estate professionals who work with homebuyers and sellers every day and can provide you with expert advice and guidance.
Dates and registration links:
November 12, 2024 @ 12:00 PM ET Register
November 12, 2024 @ 6:00 PM ET Register
December 17, 2024 @ 12:00 PM ET Register
December 17, 2024 @ 6:00 PM ET Register
*These workshops are educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. 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
