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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.
Making Sense of Social Security
Whether you’re nearing retirement or just starting out in your career, understanding Social Security can play a crucial role in your financial planning. During this in-person seminar, our knowledgeable guest speaker will guide you through the basics of Social Security to help you make informed decisions about your unique financial situation.
Date & Time: Wednesday, April 24 @ 6:00 pm–7:00 pm
Location: Aurora Branch, 998 S. Chambers Rd.
Presented by: Allianz1
Hosted by CFS Financial Advisor Larry Nazarenus
If you attend this seminar, you’ll be entered for a chance to win $50!2
Retirement Planning Later in Life
It’s one of the most important financial considerations for anyone today. And as you get closer to retiring, it becomes more critical to have a solid plan of action. This workshop focuses on deciding when to retire, investment options, estate planning, Social Security benefits and healthcare considerations.
There are two dates to choose from:
Tuesday, May 14 @ 11:30 am–12:30 pm
Thursday, May 23 @ 6:30–7:30 pm
Presented by: Balance
Becoming a Homeowner
Homeownership starts well before the contracts are signed—preparation is one of the keys to a smooth home buying process. This session covers all major pre-purchase topics such as budgeting, the down payment, credit reports, debt-to-income ratios and the mortgage lending process.
There are two dates to choose from:
Tuesday, June 4 @ 11:30 am–12:30 pm
Thursday, June 13 @ 6:30–7:30 pm
Presented by: Balance
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.