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

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Income for Life

January 26th at 6:00 PM PST

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)?

Reserve: Jan 26th at 6:00 PST
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Understanding Medicare

February 2nd at 3:30 PM PST

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 and get answers to your questions.

Reserve: Feb 2nd at 3:30 PST
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Rollover Planning

February 9th at 6:00 PM PST

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: Feb 9th at 6:00 PST

*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.

AdTrax: FR-2942599.1-0220-0322 | Broker Check