Fall CUNA Seminars

Women and Investing: Steering toward retirement

November 16th at 6:30PM Eastern

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.

Here’s an opportunity to attend a valuable, virtual seminar on this important topic.

The virtual seminar will focus on taking control of your future through investing. You’ll also learn about:

  • Key investment principles every woman should know.
  • Important opportunities like asset allocation.
  • Understanding investor behavior.
  • Differences between financial products like mutual funds and annuities.

Space is limited, so I urge you to make your reservations today.

Reserve your virtual seat.

Rollover Planning

November 30that 6PM Eastern

Often 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.
  • Rolling it over to a personal IRA.

Space is limited, so I urge you to make your reservations today.

Reserve your virtual seat.

Income for Life: Guaranteeing retirement income to last a lifetime

December 7that 6PM Eastern

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 no cost and no obligation:

Join us for a virtual session that can help you set your financial direction and answer more of your questions:

  • 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?

Space is limited so please make your reservations today.

Reserve your virtual seat.

Follow MetroCU across social media for future announcements on First Time Homebuyers Seminar dates.