Financial Workshops

 

Enrich your mind, enrich your life

Mid Oregon Credit Union have access to free financial workshops to help you learn how to work toward your financial goals.

View archived webinars and handouts from past sessions here. 


Winter 2024 Financial Workshops

All workshops will be held at our East Bend branch conference room located at 1386 NE Cushing Drive (south of Neff, off of 27th), unless otherwise noted.


The Value of Income Planning: A process for retirement preparedness—East Bend Session*

Hosted by Marc Cabanilla, Mid Oregon Wealth Management Retirement and Investment Planning**

Tuesday, March 12, 6:30 p.m. | Mid Oregon East Bend Conference Room, 1386 NE Cushing Drive, Bend

This interactive presentation, brought to you by Mid Oregon Wealth Management, focuses on retirement preparedness. As we explore the impact of market volatility, longevity, inflation, timing, and expenses, Marc will present tools and strategies to help you make smart retirement planning choices. An added benefit will be the opportunity to enter your personal expenses and income sources into a worksheet – giving you a great chance to evaluate your current financial situation. 

Register Now! 


The Value of Income Planning: A process for retirement preparedness—Sisters Session*

Hosted by Marc Cabanilla, Mid Oregon Wealth Management Retirement and Investment Planning**

Tuesday, March 19, 6:30 p.m. | The Lodge in Sisters, 411 E Carpenter Ln, Sisters

This repeat of the interactive presentation from 3/12, brought to you by Mid Oregon Wealth Management, focuses on retirement preparedness. As we explore the impact of market volatility, longevity, inflation, timing, and expenses, Marc will present tools and strategies to help you make smart retirement planning choices. An added benefit will be the opportunity to enter your personal expenses and income sources into a worksheet – giving you a great chance to evaluate your current financial situation. 

Register Now! 


Understanding the ABC (and Ds) of Medicare

Hosted by Emily Carrick, PacificSource

Thursday, April 11, 6:30 p.m. | Mid Oregon East Bend Conference Room, 1386 NE Cushing Drive, Bend

Learn more about who is eligible for Medicare, and answer your most frequently-asked questions, including:

  • When to sign up for Medicare, and how to do it
  • What is covered, and not generally covered by Medicare
  • What the differences are between a Medicare Supplement plan and a Medicare Advantage plan
  • Where to go for expert help with your Medicare decisions

Register Now! 


Estate Planning Essentials

Hosted by Jeff Patterson, partner at Lynch Murphy McLane LLP.

Thursday, May 16, 6:30 p.m. | Mid Oregon East Bend Conference Room, 1386 NE Cushing Drive, Bend

Learn more about wills, trusts, powers of attorney, healthcare documents, and beneficiary designation assets/accounts. Jeff will also cover questions about what happens when someone becomes disabled/incapacitated and how the Oregon and federal estate tax laws can affect one’s estate and estate-planning considerations. 

Register Now! 


Mid Oregon Wealth Management Workshops

*IMPORTANT NOTICE FOR MID OREGON WEALTH MANAGEMENT WORKSHOPS: These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.  

TruStage™ is the marketing name for TruStage Financial Group, Inc. its subsidiaries and affiliates, these entities are not affiliated with LPL Financial.  TruStage™ 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, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. 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.

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.

**Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Mid Oregon Credit Union (MOCU) and Mid Oregon Wealth Management Retirement and Investment Planning (MOWM) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MOWM, and may also be employees of MOCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, MOCU and MOWM. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency

Not Credit Union
Guaranteed

Not Credit Union
Deposits or Obligations

May Lose Value

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.