Presentations
Join us for Financial Wellness Wednesdays!
Every other Wednesday, we host complimentary presentations to help you further your own financial education. Take a look at some of our upcoming presentation topics below and register today!
All sessions will be held at our Cascade Lake Business Center. You can also register to watch virtually!
Walk-ins are welcome but we highly encourage you to register. Links to join virtually will be provided on our website and via email to registrants.
Wednesday, April 24th
11:00 am | Clear answers to your Medicare questions**
When it comes to Medicare, one size doesn’t fit all. What works for your neighbor may not be the best fit for you. You may also feel overwhelmed with information and become frustrated with the numerous options available. During this presentation, we’ll cover all available options, provide guidance to help you navigate the Medicare system, and share how we can support you.
Register
12:15 pm | Retirement Q&A*
We’ll discuss common retirement topics and answer your questions during the presentation.
Wednesday, May 8th
11:00 am | Financial wellness
We’ll cover areas such as budgeting, saving, managing debt, retirement & financial planning, managing your money, and watching for scams to help you stay financially fit.
Register
12:15 pm | Vehicle buying
Learn about the vehicle buying process, narrowing down your options, financing, and tools that can help you go into your purchase better prepared.
Wednesday, May 22nd
11:00 am | When your health & money intersect*
Aging isn’t predictable, so it’s important to consider both your health and wealth ahead of life’s transitions. Learn which key documents to get in order, long-term healthcare considerations, and how to align your finances with your goals.
Register
12:15 pm | Cybersecurity safety & wellness
With advances in technology, our comfort with all things cyber can range from novice to expert. No matter where you stand, join us for an insightful presentation to enhance your knowledge of trending cyber threats, the risks associated with them, and best cyber hygiene practices to build up your layers of defense.
*Cetera Advisor Networks LLC is located at Mayo Employees Federal Credit Union. 130 23rd Avenue SW, Rochester MN 55902, (507) 535-1460. Martha Macken Elliott CWS, Donald J. Christenson, Gary J. Reiland are Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Michelle E. Kennedy is a Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Investments are:
• Not NCUSIF Insured • No Credit Union Guarantee • May Lose Value • Not a deposit • Not insured by any federal government agency
**This is an educational event. No plans will be reviewed, and no sales will be conducted. A licensed insurance agent will be present to answer questions. We are not connected with, nor endorsed by, the U.S. Government or the Federal Medicare Program. For accommodations of persons with special needs at meetings, call (800) 535-2129.