Events
Upcoming Events
Investment Types and Risks
NOTE: This event is exclusively for Florida Education Association (FEA) members only. Join us for a discussion on the market, investment, inflation, and other risks involved in investing.
Social Security and Your Retirement
Social Security and Your Retirement 6:00 PM EST (5:00 PM CST) on November 2, 2021 Presented by, Joshua E Taylor, CUNA Mutual Group You’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn the answers to your Social Security questions, including: • What are the rules for starting your Social Security benefits? • How do spouses coordinate their benefits? • Are there different routes to take that could potentially increase your benefits? • How do you decide where Social Security fits within your retirement plans?
Medicare
NOTE: This event is exclusively for Florida Education Association (FEA) members only. Attend this webinar to learn about how Medicare may work for you.
Women and Investing
Women and Investing 6:00 PM EST (5:00 PM CST) on November 16, 2021 Presented by, Karen Kuhlmann, CUNA Mutual Group The seminar will focus on the importance of taking control of your own 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
Understanding Your Rollover Options
Understanding Your Rollover Options 6:00 PM EST (5:00 PM CST) on November 30, 2021 Presented by, Joshua E Taylor, CUNA Mutual Group You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including: • Four major options for retirement plan balances when changing jobs • Pros and cons of each option • How a Rollover works • And more
How to Weather a Bear Market
6:00 PM EST (5:00 PM CST) on December 14, 2021 Presented by, Joshua E Taylor, CUNA Mutual Group You’ll learn answers to important 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?
D.R.O.P. Termination Rollover
NOTE: This event is exclusively for Florida Education Association (FEA) members only. We will discuss how to terminate D.R.O.P. to begin receiving benefits, as well as the various payout options.
Past Events
October 19, 2021
6:00p - 7:00p
Virtual
The Return of Conservative Investing
The Return of Conservative Investing 6:00 PM EST (5:00 PM CST) on October 19, 2021 Presented by, Joshua E Taylor, CUNA Mutual Group You’ll find out more about where to invest your retirement savings and learn about conservative investments. You’ll learn the answers to your Conservative Investing 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?
October 19, 2021
4:30p - 5:30p
Virtual
Social Security
NOTE: This event is exclusively for Florida Education Association (FEA) members only. Join us for a discussion on Social Security and how it may best serve you.
October 13, 2021
5:00p - 6:00p
Virtual
Investment Basics
NOTE: This event is exclusively for Florida Education Association (FEA) members only. This webinar will explain various investing styles and principles in an easy to understand format.
October 8, 2021
1:00p - 3:00p
Florida Southwestern State College (Lee Campus)
7 Estate Planning Mistakes (In Person Seminar)
Learn about the 7 most common mistakes or misconceptions when planning your estate. We will discuss the issues surrounding: • Placing your IRA in trust • Using Florida Homestead • Inheritance for family members with poor money management skills • Charitable giving, incapacity planning, and out of state documents Attorney Jennifer Hammond will be our guest speaker and available during the Q&A portion of the seminar. Complimentary Trust review appointments available. Don’t delay! Space is limited. Reserve your seat today. Presented by: Carolyn D. Bare, MBA, and guest speaker Attorney Jennifer Hammond