NCU Wealth Management wants to help you pursue your financial goals. We provide a series of no-cost, no-obligation financial planning webinars.
These informative discussions cover various topics vital to maintaining long-term financial independence.
Upcoming Webinars
All webinars will be held virtually through Zoom. After registering, you will be sent a confirmation email and a reminder before the event. You will also be able to add the webinar to your calendar.
Rethinking Diversification | September 22 | 6 p.m.
Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to face additional risks.
Social Security and Your Retirement | October 6 | 6 p.m.
Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.
Understanding Medicare | October 28 | 6 p.m.
Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process.
Income for Life | November 3 | 6 p.m.
You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?
The 3 Transitions to Retirement | November 18 | 6 p.m.
Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar.
Investment Diversification | December 2 | 6 p.m.
Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to face additional risks.
Rollover Planning | December 9 | 6 p.m.
Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.