Financial Workshops
Enrich your mind, enrich your life
Mid Oregon offers free online financial workshops to help you learn how to achieve your financial goals.
View archived webinars and handouts from past sessions here.
2023 Upcoming 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.
How to Weather a Bear Market
Hosted by Marc Cabanilla, Mid Oregon Wealth Management Retirement and Investment Planning
Tuesday, April 18, 6:30 p.m. (Mid Oregon's East Bend Conference Room, 1386 NE Cushing Drive, Bend)
We are excited to share with you the How to Weather a Bear Market workshop, brought to you exclusively by CUNA Mutual Group.
Seminar Objectives:
- Explain bear markets and their recent history
- Introduce participants to behavioral finance and how it affects decision-making
- Review how overreaction and bad decisions compromise long-term financial goals
- Discuss three keys to help weather a bear market
- Present how an annuity fits into a personalized bear market plan
Sponsored by Mid Oregon Credit Union*
Understanding the ABC (and Ds) of Medicare
Hosted by Emily Carrick, PacificSource
Tuesday, May 18, 6:30 p.m. (Mid Oregon's 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
*IMPORTANT NOTICE: 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.
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.
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:
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Not Insured by NCUA or Any |
Not Credit Union |
Not Credit Union |
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.