Educational Webinars

The financial topics that matter most to you

HAPO and CUNA Mutual Group are bringing you a series of financially focused educational webinars.  These live webinars will cover topics ranging from generating long-term income in retirement, surviving in a bear market, the returns on conservative investing, and social security.

If you'd prefer to have a more one-on-one conversation about these, or any other financial planning and investing topics, you can always contact a professional directly.

Upcoming webinar schedule:

Three Transitions To RetirementJune 22th6:00PM PDT
Rollover PlanningJune 29th6:00PM PDT
Social Security and Your RetirementJuly 13th6:00PM PDT
Return to Conservative InvestingJuly 27th6:00PM PDT
Rethinking DiversificationAugust 10th6:00PM PDT
Rollover PlanningAugust 24th6:00PM PDT
Understanding MedicareSeptember 7th6:00PM PDT
Social Security and Your RetirementSeptember 21st6:00PM PDT

Speak with a Professional

Donut Chart

Conservative Investing

July 27th at 6:00 PM PDT

Market volatility. Low interest rates. Retirement risks. These headwinds make it tough to know where to invest your retirement savings. Learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.

Reserve: Jul 27th at 6:00 PDT
Donut Chart

Diversification

August 10th at 6:00 PM PDT

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.

Reserve: Aug 10th at 6:00 PDT
Balanced Scale

Rollover Planning

August 24th at 6:00 PM PDT

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.

Reserve: Aug 24th at 6:00 PDT

*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.

Representatives are registered, securities sold, professional services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment professional, D/B/A MEMBERS Financial Services Financial Planning and Investment Services, 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.

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