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Webinars & Seminars
Make plans to join us for our next financial education event!
Free events, invaluable information
We regularly host webinars and seminars with our various partners to provide you information about timely financial topics and good financial advice you can put into action. Take a look at our upcoming schedule and make sure you register in advance for these popular events. Best of all, they're free for everyone.
Reaching Your Financial Goals in 2024
An estimated 80% of New Years Resolutions fail by mid-February every year, according to US News and World Report. Many of us start the year with great intentions: we really believe this will be "our year" and then life happens, and maybe this isn't "our year" after all (yet again). If this sounds familiar, join us for a webinar to learn how to set AND actually reach your financial goals in 2024. We'll talk about how to be honest with yourself to set realistic goals, how to understand and be prepared for what my derail your progress, and strategies to keep you moving towards your goals all year long so that 2024 can finally be "your year".
Date: Wednesday, January 24
Time: 11:00 am - 11:45 am
Presented by: GreenPath Financial Wellness
Ten Steps to Financial Success
We all measure financial success differently, but all paths to get there require discipline and goals. This session teaches participants ways to financial control including developing a spending plan, creating objectives, weighing insurance needs, and other tools that will help get on the road to personal financial success.
There are two dates to choose from:
Tuesday, January 9 @ 11:30 am - 12:30 pm
Thursday, January 18 @ 6:30 pm - 7:30 pm
Presented by: Balance Financial Counseling
Social Security: Seven Keys to Enhancing Your Benefits
Social Security continues to play a critical role in a retirement strategy. Is yours taking full advantage of what Social Security offers? This complimentary in-person seminar can help you rethink your retirement.
Here's what you'll learn:
- Keys to help you understand the basics of Social Security, including when to start taking benefits.
- Keys that take a deeper dive into Social Security, such as working in retirement.
- Taking the next step by rethinking retirement strategies.
Date: Wednesday, January 31
Time: 6:00 pm
Where: Central Park Branch, 4000 Quebec St.
Presented by Allianz¹
Hosted by CFS Financial Advisor Larry Nazarenus
Refreshments will be provided during this seminar.
Plus, if you attend this seminar, you'll be entered for a chance to win $50!²
Solving the Mystery of Credit Reports
Credit report scores hold a lot of power, they can help buy that first home but can also take away financial opportunities. This webinar provides an overview of credit bureaus, credit scoring, guidance to dispute inaccuracies, improving credit scores, and dealing with identity theft and fraud.
There are two dates to choose from:
Tuesday, February 13 @ 11:30 am - 12:30 pm
Thursday, February 22 @ 6:30 pm - 7:30 pm
Presented by: Balance Financial Counseling
Understand Your Money Personality
Did you set a financial New Year's resolution such as saving for the future of paying down debt? Are you finding it difficult to reach your goals with your current spending plan? Join us in this free webinar to learn how our money personality, and the money personalities of those you share financial decisions and responsibilities with, may impact your ability to reach your goals.
Here's What You'll Learn:
- Tips to determine your money personality
- How your money personality impacts financial decisions
- Understanding other money personalities and how they can work with yours
Date: Wednesday, February 28
Time: 11:00 am - 11:45 am
Presented by: GreenPath Financial Wellness
Saving With Purpose
Saving money is much easier with a goal in mind. This webinar will show you how to choose the right goals for you and overcome barriers to achieving them.
There are two dates to choose from:
Tuesday, March 12 @ 11:30 am - 12:30 pm
Thursday, March 21 @6:30 pm - 7:30 pm
Presented by: Balance Financial Counseling
Steps to Financial Freedom
Do you have a budget? Do you have financial goals? If not, would you like to?
In this webinar, we'll talk about setting and reaching financial goals. We'll also talk about how you can learn what your money personality is so you may take steps to improve your budget. We'll also touch on how to use credit and other strategies for long-term financial success.
Here's what you'll learn:
- How to set financial goals
- Where to start when creating a budget
- How you can use credit wisely
Date: Wednesday, March 27
Time: 12:00 pm - 1:00 pm
Presented by: GreenPath Financial Wellness
Resources to move you ahead.
See how you can keep your finances on track.
Make sure you are both on the same page.
Learn how to manage your increased salary.
Discover which option is right for you.
This content is for general informational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America, Allianz Life Insurance Company of New York, their affiliates, and their employees and representatives do not give legal or tax advice or advice related to Social Security benefits. Clients are encouraged to consult with their own legal, tax and financial professionals for specific advice or product recommendations, or to go to their local Social Security Administration office regarding their
particular situation.
Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. www.allianzlife.com. In New York, products are issued by Allianz Life Insurance Company of New York, 1633 Broadway, 42nd Floor, New York, NY 10019-7585. www.allianzlife.com/new-york. Only Allianz Life Insurance Company of New York is authorized to offer annuities and life insurance in the state of New York. Variable products are distributed by their affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. www.allianzlife.com.
Guarantees are backed by the financial strength and claims-paying ability of the issuing company. Variable annuity guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.
Not FDIC insured. May lose value. No bank or credit union guarantee. Not a deposit. Not insured by any federal government agency or NCUA/NCUSIF.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.
A minimum of 10 people must attend the seminar in order for the gift card drawing to occur. Must attend the seminar in order to be eligible to win. Odds of winning may vary. No purchase necessary to win.