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.
Branch Events
Friday, April 19, 2024 – Metro Investment Services Focus Day @ West Roxbury Branch
Financial Wellness Seminars
Teens & Money - Wednesday, April 17, 2024 @ 6 PM EST
Young adults are primed to soak in new information, making it the perfect time to guide them to money management techniques that can last a lifetime. This webinar is a great opportunity for the teen in your life to learn about managing money effectively, preparing for common upcoming bills, opening checking and savings accounts, establishing credit (and using it wisely), and looking at investing options.
Identity Theft & Fraud - Wednesday, April 24, 2024 @ 6 PM EST
Identity theft is becoming more common and sophisticated than ever. Join us to learn the methods that identity thieves use to access confidential information, tools for preventing ID theft, and steps to take should identity theft occur.
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:
Tuesday, April 23, 2024 @ 12 PM EST – Register Now!
Tuesday, April 23, 2024 @ 6 PM EST – Register Now!
Investment Seminars
Join an upcoming workshop from the comfort of your home or office, where a variety of topics are discussed to increase your financial awareness. Financial education is an important aspect of any long-term plan.
Social Security & Your Retirement - Wednesday, April 3, 2024 @ 6 PM EST
Learn more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future, including 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, and how do you decide where Social Security fits within your retirement plans.
Medicare - Wednesday, April 10, 2024 @ 6 PM EST
We'll cover Medicare basics, including the differences between Parts A, B, C and D, tips for choosing your coverage and enrolling in Medicare, and how to consider health care costs when planning your retirement income.
Income For Life - Wednesday, May 1, 2024 @ 6 PM EST
You’ll find out 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 to rely on, do you face as you begin drawing on your savings, and which income strategies you should consider.
The 3 Transitions for Retirement - Wednesday, May 29, 2024 @ 6 PM EST
During this session, you’ll learn how to confidently address the financial, lifestyle and emotional transitions to retirement, how to guard against risks and manage those that are inevitable, and whether you are ready for retirement.
Rollover Planning - Wednesday, June 11, 2024 @ 6 PM EST
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. Learn the pros and cons to leaving your money in the company plan, possible taxes or penalties you may face when moving retirement money, options for moving it your new company plan, and rolling over to a personal IRA.
Rethinking Diversification - Wednesday, June 25, 2024 @ 6 PM EST
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.
*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