Financial Workshops
Enrich your mind, enrich your life
Mid Oregon offers free financial workshops to help you learn how to achieve your financial goals.
You can also view archived webinars and handouts here.
Social Security & Your Retirement
Hosted by Mid Oregon Wealth Management and CUNA Mutual Group
Tuesday, July 13, 6 p.m. (Virtual Format)
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 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?
Sponsored by
Mid Oregon Credit Union. Mid Oregon Wealth Management Financial Advisor, JC Hallman, will be available to
answer questions after the call. Please contact the Mid Oregon Wealth Management Administrative Coordinator
at 541-322-5745 or by email.
MGA-3052356.1-0420-0522
The Return of Conservative Investing
Hosted by Mid Oregon Wealth Management and CUNA Mutual Group
Tuesday, July 27, 6 p.m. (Virtual Format)
Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this virtual seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.
In this session you will learn the answers to questions, including:
- How can conservative investments help you face today’s economic risks?
- What are the differences between CDs and annuities?
- What are the different types of annuities?
- How do you decide which conservative investment is right for you?
Sponsored by Mid Oregon Credit Union.
Mid Oregon Wealth Management Financial Advisor, JC Hallman, will be available to answer questions after the
call. Please contact the Mid Oregon Wealth Management Administrative Coordinator at 541-322-5745 or by
email.
MGA-3013504.1-0320-0422
Redefining a Diversified Portfolio
Hosted by Mid Oregon Wealth Management and CUNA Mutual Group
Tuesday, August 10, 6 p.m. (Virtual Format)
In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.
During the virtual seminar, you’ll find out more how retirement savers are facing new challenges, and the new ways to manage investment risk. You’ll learn the answers to your investment questions, including:
- What is traditional portfolio diversification?
- How has the investment landscape changes?
- How can you achieve your goals with the least amount of risk?
- How can new annuity options help you rethink diversification?
Sponsored by Mid Oregon Credit Union. Mid Oregon Wealth Management Financial Advisor, JC
Hallman, will be available to answer questions after the call. Please contact the Mid Oregon Wealth
Management Administrative Coordinator at 541-322-5745 or by email.
CMGA-1803467.6-1220-0123
Rollover Planning
Hosted by Mid Oregon Wealth Management and CUNA Mutual Group
Tuesday, August 24, 6 p.m. (Virtual Format)
Often times when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available.
During the virtual seminar, you will learn the answers to questions, including:
- Pros and Cons to leaving your money in the company plan
- Possible taxes or penalties we may face when moving money
- Options for moving it your new company plan
- Rolling it over to a personal IRA
Sponsored by Mid Oregon Credit Union. Mid Oregon Wealth Management Financial Advisor, JC
Hallman, will be available to answer questions after the call. Please contact the Mid Oregon Wealth
Management Administrative Coordinator at 541-322-5745 or by email.
MGA-3013504.1-0320-0422
Social Security & Your Retirement
Hosted by Mid Oregon Wealth Management and CUNA Mutual Group
Tuesday, September 21, 6 p.m. (Virtual Format)
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 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?
Sponsored by
Mid Oregon Credit Union. Mid Oregon Wealth Management Financial Advisor, JC Hallman, will be available to
answer questions after the call. Please contact the Mid Oregon Wealth Management Administrative Coordinator
at 541-322-5745 or by email.
MGA-3052356.1-0420-0522
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.