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, January 22nd
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.
*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.
Wednesday, February 5th
11:00 am | Retirement Q&A**
We’ll discuss common retirement topics and answer your questions during the presentation.
**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
12:15 pm | Getting yourself out of debt
Our Financial Wellness Counselor, Sokha Yous, will share information that can help you better manage your finances, work towards eliminating debt, and manage your credit effectively.
Wednesday, February 19th
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.
*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.