How to Prioritize Your Savings Plan

SEPTEMBER 22, 2021 at 1 PM | ZOOM | 30 MINUTES

Take the next step to level up your savings game!
Arizona State Treasurer Kimberly Yee will join us to share how to prioritize between short-term savings, retirement savings, and education 529 savings plans.

Do You Need An IRA Rollover?

September 21, 2021 at 1PM | ZOOM | 30 MINUTES

In this webinar, you'll learn: Do You Need an IRA Rollover? Our Expert Advisor Shares 4 Clear Options. Tony shares the realities of job changes and why we end up having multiple retirement accounts, as well as the 4 options you have for handling them.

Medicare Workshop

SEPTEMBER 28, 2021 at 5PM 
SEPTEMBER 30, 2021 at 11:30AM

This free educational Medicare Webinar will help you learn about the upcoming Medicare Annual Enrollment Period (AEP) and what you need to do to be prepared. AEP runs from October 15th to December 7th. Choose a date below and register today!

Register for Medicare Workshop on 9/28 at 5PM

Register for Medicare Workshop on 9/30 at 11:30AM

 

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Ask Our Experts: How To Assess Your Business Growth Opportunities Before 2022

Our business lending manager David will join us to discuss what you need to have in place before you consider growing your small business.

September 15, 2021 | 5:00PM | ZOOM

Register Here:

Do You Need an IRA Rollover? Our Expert Advisor Shares 4 Clear Options

Tony shares the realities of job changes and why we end up having multiple retirement accounts, as well as the 4 options you have for handling them.

September 21, 2021 | 1:00PM | ZOOM

Register Here:

How to Prioritize Your Savings Plan:

Short-Term vs. Retirement vs.
529 Education Savings

Arizona State Treasurer Kimberly Yee is our special guest for this webinar. She'll share how to level up your savings game and balance short-term savings, retirement savings, and education 529 savings plans.

September 22, 2021 | 1:00PM | ZOOM

Register Here:

Medicare Workshop

Credit Union Members - Don’t miss out! You are invited to attend a free educational Medicare Webinar to help you learn about the upcoming Medicare Annual Enrollment Period (AEP). You will learn the things you can and cannot do during AEP and we will help you learn what you need to do to be prepared. AEP runs from October 15th to December 7th. Choose a date below and register today! Seats are limited.

Register for Medicare Workshop on 9/28 at 5PM
Register for Medicare Workshop on 9/30 at 11:30AM
 
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Some webinars are brought to you in partnership with Copper State Wealth Management. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through PFG Advisors. Copper State Wealth Management, Copper State Credit Union, and PFG Advisors are separate entities. Securities America and its representatives do not provide tax or legal advice. Not NCUA Insured. No Credit Union Guarantee. May Lose Value.

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