Financial Workshop & Webinar Schedule

Throughout the year, your credit union offers no-cost, monthly webinars on different financial topics. There is no cost or obligation for attending these workshops. 


 
 

April - Raising Money Smart Kids

Earning money, spending and saving are important lessons children learn very early on in life. This session will help guide parents on effective ways to educate children about financial responsibility that can last a lifetime.


Session 1: Tuesday | April 11, 2023 from 11:30 a.m. – 12:30 p.m.
Register: Raising a Money Smart Kid - Session 1


Session 2: Thursday | April 20, 2023 from 6:30 p.m. – 7:30 p.m.
Register: Raising a Money Smart Kid- Session 2



May - Financially Savvy Seniors

Retirement can be a great time for seniors if they are prepared financially. Attendees will learn about specific retirement concerns such as managing money, Medicare, Social Security, improving cash flow, insurance, investing, estate planning, and more.


Session 1: Tuesday | May 9, 2023 from 11:30 a.m. – 12:30 p.m.
Register: Financially Savvy Seniors - Session 1


Session 2: Thursday | May 18, 2023 from 6:30 p.m. – 7:30 p.m.
Register: Financially Savvy Seniors - Session 2




The Return of Conservative Investing

Join us for an educational seminar to learn: How can conservative investments help you face today's economic risks? What are the differences between share certificates and annuities? What are the different types of annuities? How do you decide which conservative investment is right for you?


Session 1: Wednesday | April 5, 2023 from 2 p.m. – 3 p.m.
Register Now


Session 2: Wednesday | April 12, 2023 from 6 p.m. – 7 p.m.
Register Now


Disclosures: This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. All guarantees are based on the claims-paying ability of the issuer. 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. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully. CMGA-3306761.2-0422-0524

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer member FINRA/SIPC and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk, including possible loss of principal. Investment Representatives are registered through CFS. Nusenda Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Check the background of this investment professional on FINRA BrokerCheck.


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