Virtual Financial Planning Workshops

Complimentary seminars hosted by CUNA Mutual Group.

Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. 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: 

Retirement Accounts
You have a lot to look forward to. Plan ahead to make it all happen.

How to Weather a Bear Market - September 22, 2021 | 6:00 pm

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. Attend a valuable virtual seminar, “How to Weather a Bear Market.” You’ll learn the answers to questions, including: • What is a bear market? • How does behavioral finance affect decision-making? • How do overreaction and bad decisions compromise long-term financial goals? • How do I weather a bear market?


Rollover Planning - September 29, 2021 | 6:00 pm

Often 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. In this session 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


Redefining a Diversified Portfolio - October 5, 2021 | 6:00 pm

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


The 3 Transitions to Retirement - October 12, 2021 | 6:00 pm

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.


Social Security - October 19, 2021 | 6:00 pm

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.


Medicare - October 26, 2021 | 6:30 pm

Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Join us for a no-cost, no-obligation virtual seminar that can help answer your questions: Here’s an opportunity to attend a valuable educational virtual seminar on this important topic.


How to Weather a Bear Market - November 2, 2021 | 6:00 pm

SUBJECT: How to Weather a Bear Market DATE: November 2nd at 6PM Eastern 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. Attend a valuable virtual seminar, “How to Weather a Bear Market.” You’ll learn the answers to questions, including: • What is a bear market? • How does behavioral finance affect decision-making? • How do overreaction and bad decisions compromise long-term financial goals? • How do I weather a bear market?


The Return of Conservative Investing - November 9, 2021 | 6:00 pm

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.


Women and Investing - November 16, 2021 | 6:30 pm

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.


Rollover Planning - November 30, 2021 | 6:00 pm

Often 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. In this session 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


Income for Life: Guaranteeing Retirement Income to Last a Lifetime - December 7, 2021 | 6:00 pm

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

*The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. MEMBERS Financial Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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 United States of America. FR-3679921.1-0721-0823

Review Mr. Lagasse's background on FINRA's BrokerCheck.