Financial Workshops
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.
Fall/Winter 2020 Webinars
The Return of Conservative Investing
Hosted by Mid Oregon Wealth Management and CUNA Mutual Group
Tuesday, December 1, 6 p.m. (Virtual Format)
Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this virtual seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.
In this session you will learn the answers to questions, including:
- How can conservative investments help you face today’s economic risks?
- What are the differences between CDs and annuities?
- What are the different types of annuities?
- How do you decide which conservative investment is right for you?
Mid 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-3013504.1-0320-0422
Income for Life: Guaranteeing Retirement Income to Last a a Lifetime
Hosted by Mid Oregon Wealth Management and CUNA Mutual Group
Tuesday, December 8, 6 p.m. (Virtual Format)
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)?
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?
Mid 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-3055032.1-0420-0522
Exploring the Special Features of Digital Banking
Presented by Jodie Rogers, Mid Oregon Credit Union
Thursday, December 10, 7 p.m. (Virtual Format)
The newest version of Mid Oregon's Digital Banking platform offers services that aren't available to many credit union members. Presenter Jodie Rogers will give you an overview of some of its newest features, including linking outside accounts, remote deposits, tracking and categorizing your spending, receiving free credit reports, and setting savings goals. Having trouble logging on or updating your settings? You can request a one-on-one phone consultation from a Mid Oregon Digital Banking expert after the presentation or schedule it for a later time.
Parenting in A Digital World
Presented by Ryan Comingdeer, Five Talent Software
Thursday, January 14, 12 p.m. (Virtual Lunch & Learn format)
Presented by special guest speaker, Ryan Comingdeer, Chief Technology Officer at Five Talent an Effectual Company (and parent of five girls). This workshop will address how parents can keep their kids safe in the digital world. We will review how to discuss online security with your child, the best practices to implement security, tools to lock down your environment and how to best monitor your household activity. You will leave with an understanding of next steps and how to protect your family from spiritual, physical and emotional attacks.
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.