Financial Workshops

classes

Enrich your mind, enrich your life 

Mid Oregon offers free financial workshops to help you learn how to achieve your financial goals. 

You can also view archived webinars and handouts here. 

 

Managing Your Credit

Presented by Wayne Hanson, Mid Oregon Credit Union

Thursday,  February 25, 3 p.m. (Virtual Format)

Two-thirds of credit card users keep a balance on their credit cards. Are you in control of the cards in your wallet?

Learn what factors impact your credit score, how to build a good credit history, the differences and connections between your credit report and credit score, and ideas for improvement.

Reserve your virtual seat 


Women and Investing: Steering Toward Retirement

Hosted by Mid Oregon Wealth Management and CUNA Mutual Group

Tuesday,  March 2, 3:30 p.m.  (Virtual Format)

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

In this session you will learn the answers to questions, including:

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

Reserve your virtual seat 

Mid Oregon Wealth Management logoMid Oregon Wealth Management Financial Advisor, JC Hallman, will be available to answer questions after the call, Sponsored by Mid Oregon Credit Union. for questions, please contact the Mid Oregon Wealth Management Administrative Coordinator at 541-322-5745 or by email. 

MGA-3055135.1-0420-0522

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. 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.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution.