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.

Speak with a Professional

Balanced Scale

Social Security

September 16th at 5:30 PM PDT

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider.

Reserve: Sep 16th at 5:30 PDT
Umbrella

Weather a Bear Market

September 23rd at 5:30 PM PDT

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.

Reserve: Sep 23rd at 5:30 PDT
Chart

Three Transitions

September 30th at 5:30 PM PDT

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

Reserve: Sep 30th at 5:30 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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