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:

Understanding MedicareSeptember 7th6:00PM PDT
Social Security and Your RetirementSeptember 21st6:00PM PDT
Income for LifeOctober 5th6:00PM PDT
Return to Conservative InvestingOctober 19th6:00PM PDT
Three Transitions To RetirementNovember 2nd6:00PM PDT
Understanding MedicareNovember 16th6:00PM PDT
Social Security and Your RetirementNovember 30th6:00PM PDT

Speak with a Professional

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Conservative Investing

October 19th at 6:00 PM PDT

Market volatility, Low interest rates, and Retirement risks are making it tougher than ever 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: Oct 19th at 6:00 PDT
Umbrella

Three Transitions

November 2nd at 6:00 PM PDT

Are you ready to retire? We can help you understand and prepare for the upcoming changes and provide the information you need for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.

Reserve: Nov 2nd at 6:00 PDT
Heartbeat

Understanding Medicare

November 16th at 6:00 PM PDT

Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Join us and find out more about the basics of Medicare and how financial education can help you in retirement income planning.

Reserve: Nov 16th 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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