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Financial Education Webinars

Informed members make wise financial decisions. 

That’s why we’re so passionate about educating and empowering our members. Mutual Security Credit Union is dedicated to providing financial education that elevates and secures the standards of well-being in the communities that we serve. We’re proud to provide complimentary seminars, practical advice, and valuable tips for all of life’s milestones. Take a look at and register for upcoming financial education webinars, below!

  • Understanding Medicare
  • Tuesday, October 26, 2021 • 6:30 PM EST
  • 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 that can help answer your questions and discuss:

    • Medicare basics and the differences between Parts A, B, C and D
  • • Tips for choosing your coverage and enrolling in Medicare
  • • How to consider health care costs when planning your retirement income
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  • Reserve Your Virtual Seat!
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  • How to Weather a Bear Market
  • Tuesday, November 2, 2021 • 6:00 PM EST
  • 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.
    Attend a valuable virtual seminar, “How to Weather a Bear Market.” You’ll learn the answers to questions, including:

  • • 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?
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  • Reserve Your Virtual Seat!
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  • The Return of Conservative Investing
  • Tuesday, November 9, 2021 • 6:00 PM EST
  • Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this virtual seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.

  • In this session, you will learn the answers to questions, including:
    • How can conservative investments help you face today’s economic risks?
    • What are the differences between CDs and annuities?
    • What are the different types of annuities?
    • How do you decide which conservative investment is right for you?
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  • Reserve Your Virtual Seat!
  • Women and Investing
  • Tuesday, November 16, 2021 • 6:30 PM EST
  • There's no denying the facts: Women tend to earn less and live longer than men. If you're a woman who would like to retire one day, you may need to save more and invest more than men. Here's an opportunity to attend a valuable, virtual seminar on this important topic.

  • In this session, you will focus on taking control of your future through investing. You'll also learn about:
    • Key investment principles every woman should know.
    • Important opportunities like asset allocation.
    • Understanding investor behavior.
    • Differences between financial products like mutual funds and annuities.
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  • Reserve Your Virtual Seat!
  • Rollover Planning
  • Tuesday, November 30, 2021 • 6:00 PM EST
  • Often 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. 

  • In this session, you will learn the answers to questions, including:
    • Pros and Cons to leaving your money in the company plan.
    • Possible taxes or penalties we may face when moving money.
    • Options for moving it to your new company plan.
    • Rolling it over to a personal IRA.
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  • Reserve Your Virtual Seat!
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  • Income for Life
  • Tuesday, December 7, 2021 • 6:00 PM EST
  • 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)? Here's an opportunity to attend a valuable, virtual seminar on this important topic, at no cost and no obligation.

  • In this session, we will help you set your financial direction and answer more of your questions, including:
    • What sources of retirement income will you rely on?
    • What retirement risks do you face now that you're drawing on their savings?
    • Which income strategies should you consider? 
    • How can you use annuities to guarantee income for life?
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  • Reserve Your Virtual Seat!
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These workshops are educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. All guarantees are based on the claims-paying ability of the issuer. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. 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. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully. MGA

© 2020 CUNA Mutual Group

Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, 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.

FR-3412142.2-0121-0223