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Financial Workshops

classes

Enrich your mind, enrich your life 

Mid Oregon offers free financial workshops to help you learn how to achieve your financial goals.  

 

Summer 2020 Webinars

 

Date
Workshop Description
Tuesday, 
September 8
4 pm 
(Virtual Format)
 Women and Investing: Steering Toward Retirement (Virtual Seminar)
Presented by Cindi Hill

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.

Here’s an opportunity to attend a valuable, virtual seminar on this important topic.

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

Reserve your virtual seat 

 

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 WMid Oregon Wealth Management logoealth Management Administrative Coordinator at 541-322-5745 or by email. 

 

MGA-3055135.1-0420-0522

Wednesday, 
Sept. 16
5:30 pm 
(Virtual Format)
 Social Security and Your Retirement (Virtual Seminar)
Hosted by Mid Oregon Wealth Management 

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. Here’s an opportunity to attend a valuable educational virtual seminar on this important topic, at no cost and no obligation.

 

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?

Reserve your virtual seat 

 

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-3052356.1-0420-0522Mid Oregon Wealth Management logo

Wednesday, 
September 30
5:30 pm 
(Virtual Format)
 Three Transitions to Retirement: It's about more than just the money
Hosted by Mid Oregon Wealth Management 

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

Reserve your virtual seat 

 

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. 
Mid Oregon Wealth Management logo

 

MGA-3055100.1-0420-0522

 

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.