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.
Three Transitions to Retirement: It's about more than just the money
Hosted by Mid Oregon Wealth Management and CUNA Mutual Group
Tuesday, May 11, 6 p.m. (Virtual Format)
Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement. 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
- Whether you are ready for retirement
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-3055100.1-0420-0522
Understanding Digital Banking
Hosted by Jodie Rogers, Mid Oregon Credit Union
Tuesday, May 18 at 12 p.m. (Virtual Format)
Get a guided tour through the main features of Mid Oregon’s new Digital Banking platform, such as the multiple ways to transfer funds, link outside accounts, personalize your security and alerts, and more. Plus, we’ll dig a little deeper to show you some features you might not expect!
The Return of Conservative Investing
Hosted by Mid Oregon Wealth Management and CUNA Mutual Group
Tuesday, May 18, 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
Women and Investing: Steering Toward Retirement
Hosted by Mid Oregon Wealth Management and CUNA Mutual Group
Tuesday, May 25 at 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:
- Key investment principles every woman should know
- Important opportunities like asset allocation
- Understanding investor behavior
- Differences between financial products like mutual funds and annuities
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-3055135.1-0420-0522
Business Focus: A Recovery from COVID shock is closer than you think
Presented by Damon Runberg, State Economist, Oregon Employment Department and sponsored by Mid Oregon Commercial Services
Wednesday, May 26, 3 p.m. (Virtual Format)
Damon will start by revisiting the COVID-19 shock last spring and how it impacted our economy. Where did we come from? He will then look at the nature of the recovery up to this point. Where are we now? Finally, he will go over some of the leading indicators to provide some insight into economic trends as we move further in 2021. Where are we going? Damon will dive into the unique challenges faced by many businesses over the past year and provide more insight into why it has become increasingly difficult to fill job vacancies. This is a great presentation for those looking to plan the next moves for their small businesses.
Social Security & Your Retirement
Hosted by Mid Oregon Wealth Management and CUNA Mutual Group
Tuesday, June 1, 6 p.m. (Virtual Format)
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security? Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider.
During the virtual seminar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn the answers to your Social Security questions, 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?
- How do you decide where Social Security fits within your retirement plans?
Sponsored by Mid Oregon Credit Union.
Mid Oregon Wealth Management Financial Advisor, JC Hallman, will be available to answer questions after the
call. Please contact the Mid Oregon Wealth Management Administrative Coordinator at 541-322-5745 or by
email.
MGA-3052356.1-0420-0522
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.