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Free Member Seminars

Improve your financial life.

Join our Wealth Builder seminar series in 2014!

We believe providing financial education is one of the best ways we can help you improve your financial life.

Plus, if you attend two seminars, you will earn $50.*


Estate Planning**

 
1901 East 86th Street, Indianapolis, IN 46240 (J Everett Light Career Center- located directly behind North Central High School off E. 86th Street)
 
 
Map 
June 14, 2014
10 am - Noon
Learn the basics of estate planning including trusts, health directives, and Medicaid and Veteran's benefits.  

Smarter Money Management

Lawrence Center
7101 E. 56th Street
Indianapolis, IN 46226
 
July 19, 2014
10 am - Noon
The seminar will teach the basics of understanding your credit score, and include tips for debt reduction, and how Financial Center's online resource, The Hub, can help you manage your money.  

Avoiding Social Security Pitfalls**

Downtown Center
610 Drover Street
Indianapolis, IN 46221
 
Map 
September 13, 2014
9 am - 10:30 am
Are you nearing eligibility for Social Security or considering retirement? A misunderstanding of Social Security benefits can be fatal to your plan for retirement. In this workshop, our CFS Financial Advisor, Matthew Tielker, will discuss everything you need to know about Social Security benefits before you retire. Attendees will also take home a free copy of the 2014 Guide to Social Security.  

Retirement Planning**

Lawrence Center
7101 E. 56th Street
Indianapolis, IN 46226
 
Map 
September 20, 2014
10 am - Noon
Learn how to plan for a comfortable retirement using advanced investing techniques and tools.   

Avoiding Social Security Pitfalls**

Stop 11 Center
1301 E Stop 11 Road
Indianapolis, IN 46227
 
October 4, 2014
9 am - 10:30 am
Are you nearing eligibility for Social Security or considering retirement? A misunderstanding of Social Security benefits can be fatal to your plan for retirement. In this workshop, our CFS Financial Advisor, Jeff Olbina, will discuss everything you need to know about Social Security benefits before you retire. Attendees will also take home a free copy of the 2014 Guide to Social Security.    

Budgeting Big Expenses

Lawrence Center
7101 E. 56th Street
Indianapolis, IN 46226
 
October 25, 2014
10 am - Noon
 
Thinking of buying a home, a car, or remodeling? Come learn tips for saving up for your next big purchase.  

Understanding Insurance

Lawrence Center
7101 E. 56th Street
Indianapolis, IN 46226
 
November 15, 2014
10 am - Noon
 
We'll break down the details of auto, home, and life insurance needs and coverage options for all ages.  

Retirement Planning**

Greenwood Center
20 N Emerson Ave
Greenwood, IN 46143
 
November 15, 2014
9 am - 10:30 am
Learn how to create steady retirement income streams using advanced investing techniques and tools.   

TSP**

DFAS Conference Room 111D

Map

Seminar available only to DFAS employees

December 2, 2014
8:30 am - 9:30 am
Specifically geared to government employees, Financial Center's CFS Financial Advisor, Matthew Tielker, will discuss transitioning to retirement and making informed decisions regarding your TSP. We'll discuss choices you must make regarding your TSP as you near retirement, budgeting your retirement lifestyle, and long-term care planning.  

Estate Planning**

Lawrence Center
7101 E. 56th Street
Indianapolis, IN 46226
 
December 6, 2014
10 am - Noon
 
Learn the basics of estate planning including trusts, health directives, and Social Security.  

 

*One incentive paid per member age 18 and over per year.
 
**Presented by our CFS Financial Advisors.
 
***Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker -dealer (Member FINRA/SIPC) and Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

 

Your savings federaly insured to at least $250,000 and backed by the full faith and credit of the United States Government: NCUA, Equal Housing Lender, ESI