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Financial Workshops


Enrich your mind, enrich your life 

Mid Oregon offers free financial workshops to help you learn how to achieve your financial goals.  Workshops start at 6:00 p.m. and are held at the East Bend Conference Room except where noted differently. Call (541) 382‐1795, click the button below, or email us to reserve your seat. A light dinner will be offered. 


Workshops available in Spring 2020

NOTE: Both the Estate Planning and ABCs of Medicare workshops have been postponed as of March 13, 2020 in an effort to minimize the potential of infection for our members, staff and general public in light of the COVID-19 public health emergency.

As soon as we are past this period of heightened diligence, we will work to reschedule and communicate a date for this educational offering. Thank you for your understanding



Date Workshop Description
March 31

Estate Planning Essentials —POSTPONED
Presented by Jeff Patterson from Schwabe, Williamson and Wyatt

Special Guest Presenter Jeff Patterson  will cover wills, trusts, powers of attorney, healthcare documents, and beneficiary designation assets/accounts. He’ll 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. [This has been one of our most popular new  workshops, so RSVP now before it fills up!]

April 2

 How to Weather a Bear Market
Hosted by JC Hallman, Mid Oregon Wealth Management Financial Services Representative

What is a bear market, and how do you ride it out? This seminar covers how behavioral finance affects decision-making, why overreaction to a market change compromises long-term financial goals, and how you can prepare now to weather a bear market. Mid Oregon Wealth Management logo


Some products discussed in this seminar are annuities and are sold by prospectus. Annuities are long-term insurance products designed for retirement purposes. Many variable annuities offer four main features: (1) a selection of investment options, (2) tax-deferred earnings accumulation, (3) guaranteed lifetime payout options, and (4) death benefit options. Before investing, you should consider the annuity’s investment objectives, risks, charges and expenses. The prospectus contains this and other information. Please read it carefully. To obtain a prospectus, contact your advisor, log onto, or call 888.888.3940. 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. MEMBERS Insurance & Investments and MEMBERS are marketing name for the products, services and programs offered by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and other leading carriers. MEMBERS® is a registered trademark of CMFG Life. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. 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.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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the USA. MGA-2079753.1-0418-0520
April 9

Understanding the ABCs (and Ds) of Medicare—POSTPONED
Presented by Emily Carrick, PacificSource Medicare

Do you wonder what the difference is between Medicare Part A, Part B, Part C, and Part D? We invite you to 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; extra help for people with limited income and resources; and where to go for expert help with your Medicare decisions.