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, April 30th
11:00 am | Preparing for Retirement*
Presented by Don Christenson, Financial Advisor
As you approach retirement, there are many factors to consider as you prepare. Learn about considerations that can help you decide when retirement makes sense for you, setting retirement goals, the impacts of Social Security, and post-retirement planning.
*Cetera Advisor Networks LLC is located at Mayo Employees Federal Credit Union. 130 23rd Avenue SW, Rochester MN 55902, (507) 535-1460. Donald J. Christenson is a Registered Representative and offers securities and investment advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and a Registered Investment Advisor. 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 | Identity theft, prevention and recovery
Learn how you can better protect yourself from identity theft, prevent it from happening, or how to recover if you’ve been impacted.
Wednesday, May 14th
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.