MEMBERS Financial Services Virtual Workshops

Complimentary financial planning seminars to increase your financial awareness.

Join us from the comfort of your home or office

as we discuss a variety of topics that provide financial insights and advice. Financial education is an important aspect of any long-term plan.

Attend as many virtual workshops as you like. You'll learn the answers to questions, including:

  • The important rules of the road for receiving Social Security.
  • How can conservative investments help you face today's economic risks?
  • What sources of income should you draw from and when?
  • How to use annuities to guarantee income for life.
  • How does behavioral finance affect investment decision-making?


Upcoming workshops:


10.6.2022 • 6:00 p.m. - How to Weather a Bear Market

When the market dips, what do you do? How do you react? Without a plan, reacting based on your instincts could hurt your long-term financial goals. Learn steps you can take now to prepare to weather the next bear market.


10.17.2022 • 6:00 p.m. - Social Security and Your Retirement

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.


10.27.2022 • 6:30 p.m. - Understanding Medicare

Learn the basics of Medicare and how financial education can help you in retirement income planning.


11.01.2022 • 6:00 p.m. - Conservative Investing

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.


11.10.2022 • 6:00 p.m. - Income for Life

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?


11.14.2022 • 6:00 p.m. - The Three Transitions to Retirement

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.


12.06.2022 • 6:30 p.m. - Women & Investing

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.


12.13.2022 • 6:00 p.m. - The Road to Retirement

You’ll find out more about your Retirement income and discuss the role it plays when setting a clear direction for your financial future.