Mid Oregon Credit Union has long emphasized financial education. For many years we have presented workshops on a variety of financial topics free to our members AND to the anyone in Central Oregon. Our Spring workshop schedule is out, and we would like to invite you to attend. Join us to get financially educated this Spring. We hope to see you at one or more of our workshops!
All workshops are free, and will be presented at our East Bend upstairs conference room, at 1386 NE Cushing Avenue.
Workshop Schedule
March 31 Free Workshop: Estate Planning Essentials—6 pm, East Bend Conference Room. Presenter Jeff Patterson of Schwabe, Williamson and Wyatt will cover wills, trusts, powers of attorney, healthcare documents, and beneficiary designation assets/accounts. Free to all members of the community. A light dinner will be offered. RSVP: www.midoregon.com, info@midoregon.com or 541-382-1795.
April 2 No-Cost Workshop: How to Weather A Bear Market— 6 pm, East Bend Conference Room. (See the information below for more details)
April 9 Free Workshop: Understanding the ABCs (and Ds) of Medicare, 6 pm, East Bend Conference Room. Presenter Emily Carrick, of PacificSource Medicare, outlines the differences between Medicare Part A, Part B, Part C, and Part D. You’ll also learn more about who is eligible for Medicare, what is covered, what is not covered, and the enrollment timelines. Free to the community. A light dinner will be offered. Offered for educational purposes only; not a sales presentation. RSVP: www.midoregon.com, info@midoregon.com or 541-382-1795.
Attend A Seminar on Bear Markets
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. Join us for an educational seminar on “How to Weather a Bear Market” to be held on April 2 at 6 pm at Mid Oregon’s East Bend Conference Room Learn answers to important questions, like:
• 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?
Hosted by Mid Oregon Wealth Management
This no-cost, no-obligation seminar is hosted by JC Hallman, the Mid Oregon Wealth Management representative at Mid Oregon Credit Union. A light dinner will be offered.
For more information or to reserve your place, call 541-322-5745 or email j.c.hallman@cunamutual.com. Space is limited, so make your reservations today.
Some products discussed in this seminar are annuities and are sold by prospectus. Annuities are long-term insurance products designed for retirement purposes. Many variable annuities offer four main features: (1) a selection of investment options, (2) tax-deferred earnings accumulation, (3) guaranteed lifetime payout options, and (4) death benefit options. Before investing, you should consider the annuity’s investment objectives, risks, charges and expenses. The prospectus contains this and other information. Please read it carefully. To obtain a prospectus, contact your advisor, log onto membersproducts.com, or call 888.888.3940.
This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. MEMBERS Insurance & Investments and MEMBERS are marketing name for the products, services and programs offered by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and other leading carriers. MEMBERS® is a registered trademark of CMFG Life. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. MGA-2079753.1-0418-0520
