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.
Social Security and Your Retirement | October 15 | 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. Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you.
Understanding Medicare | October 29 | 6 p.m.
Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is another step in an already confusing process. Here’s an opportunity to attend a valuable education seminar on this important topic at no cost and no obligation.
Income for Life | November 5 | 6 p.m.
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)?
The Three Transitions to Retirement | November 12 | 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.
Understanding Your Rollover Options | December 2 | 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.
Women and Investing | December 17 | 6 p.m.
There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement? Join for a candid conversation on the importance of building your own financial future through investing. Take control of your financial future by learning how to become a successful lifelong investor.