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, December 4th
11:00 am | Investing Basics*
Learn the basics of investing or refresh your current knowledge to build strategies for short and long-term financial goals.
12:15 pm | Avoiding Holiday Scams
Would you like to better protect yourself from financial scams? We’ll teach you how to avoid getting hustled out of your hard-earned cash. Learn about common scams, how to recognize them, and ways you can protect yourself from financial harm.
Wednesday, December 18th
11:00 am | Retirement Q&A*
We’ll discuss common retirement topics and answer your questions during the presentation.
12:15 pm | Year-End Financial Checklist
Make a financial checklist part of your year-end routine with these simple tips from our Financial Wellness Counselor, Sokha Yous.
*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.