About Us Manage My Account Become a Member Careers Locations Contact Us ONLINE BANKING LOGIN Bank Prepare Borrow Learn Business Home Learn > Side Links > Seminars & Events Seminars and Events As a not-for-profit credit union, we have your best interests at heart. We’re here for you, not only to provide you with products and services for all your banking needs, but also to provide sound financial advice and information. We invite you to connect with our financial professionals. View our upcoming seminars and events below and start working to achieve your financial goals today. CUNA VIRTUAL SEMINARS All financial education sessions are open to members and non-members and are complimentary to attend unless otherwise noted. Registration is required. Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan. Webex seminars are Available through our partner, CUNA Mutual Group. Rollover Planning Date: Tuesday, November 30, 2021 Time: 6:00 p.m. (EST) Often when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available. In this session you will learn the answers to questions, including: Pros and Cons to leaving your money in the company plan Possible taxes or penalties we may face when moving money Options for moving it your new company plan Rolling it over to a personal IRA Reserve your virtual seat. (Link to WebEx registration) Income for Life: Guaranteeing retirement income to last a lifetime Date: Tuesday, December 7, 2021 Time: 6:00 p.m. (EST) You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)? Join us for a virtual session that can help you set your financial direction and answer more of your questions: What sources of retirement income will you rely on? What retirement risks do you face now that you’re drawing on their savings? Which income strategies should you consider? How can you use annuities to guarantee income for life? Reserve your virtual seat. (Link to WebEx registration) Workshops are educational only and 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. Bank Account Access Resources Prepare Financial Planning Insurance Services Resources Borrow Consumer Loans Mortgage Business Lending Learn Fraud Prevention Community Outreach Scholarship Seminars & Events Calculators Business Bank Borrow Small Business Retirement Bank at Work Links & Resources Applications & Forms Routing # 011400149 NMLS ID# 690869 Member Contact Center: 1-888-786-2791 Card Support Center: 1-877-268-2612 Card Dispute Support: 1-877-504-3009 Main Office: 1-800-950-8850 Automated Telephone Banking: 603-647-1177 200 McGregor Street Manchester, NH 03102 © 2021 St. Mary's Bank. All rights reserved Federally Insured by NCUA Contact Us Make a Loan Payment Privacy Policy Account Disclosures Consumer Schedule of Fees Site Disclosure Sitemap