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, August 20th
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, September 3rd
11:00 am | Benefits of meeting with a Financial Wellness Counselor
If you’ve ever felt overwhelmed by your finances or wondered how to improve your money management skills, this is the presentation for you. From budgeting to savings goals, learn how working with a Financial Wellness Counselor could benefit you.
12:15 pm | Women, Wealth, & Well-Being*
Presented by Michelle Kennedy, Registered Representative
A special presentation for women seeking wealth and well-being. Regardless of where you are in your life journey, learn about key steps you can take to help maximize your wealth and well-being.
*Cetera Wealth Services, LLC is located at Mayo Employees Federal Credit Union. 130 23rd Avenue SW, Rochester MN 55902, (507) 535-1460. Michelle E. Kennedy is a Registered Representative offering securities through Cetera Wealth Services, 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
Wednesday, September 17th
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, October 1st
11:00 am | Identity theft, prevention & recovery
Learn how you can better protect yourself from identity theft, prevent it from happening, or how to recover if you’ve been impacted.
12:15 pm | Student Loans 101
We’ll help you understand options for saving for college, ways to pay for college, forbearance, and more.