Seminars & Events

 

Events


Hot Dog Day - Fair Haven Branch
Friday, July 23, 2021
11:30AM - 1:30PM
67 Washington St.
Fair Haven, VT 05743

Ice Cream Day with Happy Cow Cones - Castleton Branch
Friday, July 30, 2021
12:00PM - 1:00PM
643 Main St.
Castleton, VT 05735

Ice Cream Day with Happy Cow Cones - West St. Branch
Thursday, August 12, 2021
12:00PM - 1:00PM
50 West St.
Rutland, VT 05701

Hot Dog Day - Allen St. Branch
Friday, August 13, 2021
11:30AM - 1:30PM
30 Allen St.
Rutland, VT 05701

Hot Dog Day - Bennington Branch
Friday, August 20, 2021
11:30AM - 1:30PM
206 Pleasant St.
Bennington, VT 05201

 



Virtual Seminars Presented by CUNA Mutual Group and Heritage Way

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  • Social Security and Your Retirement

  • Reserve your virtual seat: Wednesday, July 21, 2021 at 6:00 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.
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  • 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?
     


     

  • Space for these sessions is limited, so we urge you to make your reservations by clicking on one of the sessions today. Please contact our Associate Advisor, Tara Williams, at 802.776.2187 with any questions about the virtual seminar or email her at taraw@hfcuvt.com. We look forward to seeing you virtually.
 
These workshops are educational only and are 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.
Heritage Way
Manage all of your investment options through Heritage Way. Organize your finances and plan for the future with the many tools available through Heritage Way. Calculate what you may be worth when you retire, learn about investing in the Education Center or contact your Heritage Way representative.
Locations
Whatever your financial needs, day or night, you have access to your account information to help you meet your demanding lifestyle. From our branches, apps and call center we are here in Vermont and New Hampshire to serve you wherever you are.