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Seminars & Events

Presented by CUNA Mutual Group and Heritage Way - Investments, Insurance, and Retirement

  • Social Security and Your Retirement

    | Heritage Way Investment Insurance and Retirement Seminar
    APRIL 3, 2024

    An older couple poses on the beach

    Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way!

  • Understanding Medicare

    | Heritage Way Investment Insurance and Retirement Seminar
    APRIL 10, 2024

    A doctor checks on an elderly woman patient in the hospital

    Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is another step in an already confusing process.

  • Income for Life

    | Heritage Way Investment Insurance and Retirement Seminar
    May 1, 2024

    A girl cooks with her grandfather

    Most folks have retirement goals and plans for their future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. 

  • The Three Transitions to Retirement

    | Heritage Way Investment Insurance and Retirement Seminar
    MAY 29, 2024

    A grandmother gets a kiss on the cheek from her granddaughter

    Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement.

  • Understanding Your Rollover Options

    | Heritage Way Investment Insurance and Retirement Seminar
    JUNE 11, 2024

    A retiree works on her laptop from her couch

    Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a previous employer?

  • Rethinking Diversification

    | Heritage Way Investment Insurance and Retirement Seminar
    JUNE 25, 2024

    A retired man drives a golf cart

    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.

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There is no cost and no obligation to attend these virtual seminars; however, space for these sessions is limited, so we urge you to make your reservations by registering for one of the sessions today. Please contact Pam Forte at 802.776.2190 with any questions about a virtual seminar or email her. We look forward to seeing you virtually.