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.
Fall 2023 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.
Social Security & Your Retirement*
Hosted by Marc Cabanilla, Mid Oregon Wealth Management Retirement and Investment Planning**
Thursday, October 12, 6:30 p.m. (Mid Oregon Credit Union's East Bend Conference Room, 1386 NE Cushing Drive, Bend)
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 workshop, 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
Social Security & Your Retirement*
Hosted by Marc Cabanilla, Mid Oregon Wealth Management Retirement and Investment Planning**
Thursday, October 19, 6:30 p.m. (Mid Oregon's La Pine Branch, 51675 Huntington Road, La Pine)
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 workshop, 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
Understanding the ABC (and Ds)of Medicare
Hosted by Emily Carrick, PacificSource
Tuesday, October 19, 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
Estate Planning Essentials
Hosted by Jeff Patterson, partner at Lynch Murphy McLane LLP.
Thursday, November 6:30 p.m. (Mid Oregon's 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.
*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 |
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.
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