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October Financial Webinars

Sep. 21, 2021

These complimentary Financial Webinars are aimed at providing you with the necessary information to take charge of your financial future.

During these no-cost, no-obligation workshops, you'll learn about the various factors that contribute to a well rounded financial plan and get answers to the questions that are most important to you and your specific goals.


October 5 - Redefining a Diversified Portfolio | 6:00 PM

In today's volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.

Join us for an informational session that can help you think about your retirement savings plan, and learn answers to questions like:

  • What is traditional portfolio diversification?
  • How has the investment landscape changed?
  • How can you achieve your goals with the least amount of risk?
  • How can new annuity options help you rethink diversification?

Reserve Your Virtual Seat - 6:00 PM

This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers

CMGA-1803467.6-1220-0123


October 12 - Three Transitions to Retirement | 6 PM

Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.

During this session, you’ll learn:

  • How to confidently address the financial, lifestyle and emotional transitions to retirement
  • How to guard against risks and manage those that are inevitable
  • Whether you are ready for retirement

    Reserve Your Virtual Seat - 6:00 PM

    This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. All guarantees are based on the claims-paying ability of the issuer. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.

    MGA-3055100.1-0420-0522


    October 19 - Social Security & Your Retirement | 6 PM

    Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security? Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider. Here’s an opportunity to attend a valuable educational virtual seminar on this important topic, at no cost and no obligation:

    During the virtual seminar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn the answers to your Social Security questions, including:

    • What are the rules for starting your Social Security benefits?
    • How do spouses coordinate their benefits?
    • Are there different routes to take that could potentially increase your benefits?
    • How do you decide where Social Security fits within your retirement plans?

    Reserve Your Virtual Seat - 6 PM

    This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. All guarantees are based on the claims-paying ability of the issuer. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.

    MGA-3052356.1-0420-0522


    October 20 - Understanding Credit Scores | 12 noon - 1 PM

    A credit score can have an impact on a person’s financial life. The higher your score, the more likely you are to qualify for loans and credit cards, as well as save money with more favorable terms. Please join us if you are ready to uncover the root of what makes up a credit score and to better understand just how it affects your finances.

    Presented by: Kassandra Thomas, Erie FCU Member Solutions Assistant Manager


    This presentation is being made by an Erie Federal Credit Union representative, but it's not legal interpretation, guidance or advice. Any opinions of the presenters and none of the third party products or services being discussed are being endorsed by Erie FCU.

    This presentation may include links and references to third-party resources or content that consumers may find helpful. Erie Federal Credit Union (Erie FCU) does not control or guarantee the accuracy of this third-party information. By listing these links and references, the Erie FCU is not endorsing and has not vetted these third-parties, the views they express, or the products or services they offer.

    Any reference to a specific company, commercial product, process, or service does not constitute or imply an endorsement or recommendation by the Erie Federal Credit Union.

    Click here for webinar print out: Understanding Credit Scores


    Reserve Your Virtual Seat - 12 noon

    October 26 - Understanding Medicare | 6 PM

    Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Join us for a no-cost, no-obligation virtual seminar that can help answer your questions.

    During the virtual seminar, you’ll find out more about the basics of Medicare and how financial education can help you in retirement income planning. You’ll learn the answers to your Medicare questions and discuss:

    • Medicare basics and the differences between Parts A, B, C and D
    • Tips for choosing your coverage and enrolling in Medicare
    • How to consider health care costs when planning your retirement income
    Reserve Your Virtual Seat - 6:00 PM

    This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. All guarantees are backed by the claims-paying ability of the issuer. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state and may not be available in all states or through all broker/dealers.

    Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.

    MGA-3055122.1-0420-0522


    Meet the Erie Advisors team!

    Whether you're saving for your children's education, planning for your retirement or securing your family's financial future, you can trust Erie Advisors to help you find strategies to address your long-term financial objectives.

    Unlike some financial companies, our focus is on investment strategies and service. You can feel confident that you'll receive the same level of personal service you enjoy with the credit union, together with the expertise you need to make sound financial decisions.

    • Comprehensive financial guidance
    • Retirement planning
    • 401(K) rollover education and guidance
    • Investment management
    • Insurance planning

    Dave Garres and Chuck Molloy, Financial Advisors

    Dave And Chuck Group Shot Web

    Click image for more info on Erie Advisors


    Please complete the form below to request a complimentary, no obligation consultation. A member of the Erie Advisors team will then contact you to schedule your appointment.

    Appointment Request Form