Category Archives: Seminars

You’re Invited! Complimentary Retirement Income Planning Seminar on July 16!

Bill Bouma - 2013 09

Are you interested in rolling over an investment account? Do you have questions regarding your current or future investments or retirement planning? On Wednesday, July 16, 2014, Consumers Credit Union is hosting a complimentary Retirement Income Planning Seminar at Northwoods Café in Coldwater at 6:00 pm to help you think through the above questions. This seminar will be presented by Bill Bouma, a CFS* Financial Advisor at Consumers Credit Union. With a background in business and finance and a solid commitment to the financial well-being of each member, Bill is ready to help with retirement planning, educational planning, and investment management. To reserve your seat for this educational seminar, please register here. *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or … …continue

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You’re Invited: Home Buying Seminar on June 4th

Sara Lasco and John Murphy

Are you interested in pursuing the American Dream of home ownership? Buying a home can be both exciting and enjoyable, and sometimes a little intimidating. Our goal with this seminar is to take the fear out of buying a home. This FREE lunch and learn home buyer seminar will take you through the home buying process, familiarize you with mortgage terminology, and provide you with an overview of our mortgage programs and services. Join us Wednesday, June 4 at our Downtown office (125 South Kalamazoo Mall, Kalamazoo) from noon to 1 pm to hear from our special guest speakers Sara Lasco, Mortgage Loan Officer, and John Murphy, Mortgage Manager. To reserve your seat for this educational seminar, please register here. Looking for more information on the home buying process? Check out our handy infographic timeline on what to expect.  

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You’re Invited! Complimentary Social Security Benefits Seminar and Retirement Income Planning Seminar on April 30

Karon K

On April 30th, Consumers Credit Union will be presenting two complimentary seminars for members and guests to learn about Social Security benefits and retirement income planning. From 12:00 to 1:00 pm, join us at our Milham Office for a complimentary Social Security Benefits Seminar. Thinking about retiring? How do you know when it’s best to claim Social Security? What about benefits for your spouse? How can you secure your retirement future by maximizing your and your spouse’s benefits? A representative from the Social Security Administration will be joining us for a short presentation around these topics followed by an open Q&A, during which you’re invited to share your questions. Lunch will provided. To reserve your seat for this educational seminar, please register here. At 6:00 pm, join us at our Milwood office for a complimentary Retirement Income Planning Seminar. Are you interested in rolling over an investment account? Do you … …continue

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You’re Invited! Complimentary Retirement Income Planning Seminar on March 19

Mike Smeenge

Are you interested in rolling over an investment account? Do you have questions regarding your current or future investments or retirement planning? On Wednesday, March 19, 2014, Consumers Credit Union’s Riley office is hosting a complimentary Retirement Income Planning Seminar at 6:00 pm to help you think through the above questions. This seminar will be presented by Mike Smeenge, a CFS* Financial Advisor at Consumers Credit Union. With a background in business and finance and a solid commitment to the financial well-being of each member, Mike is ready to help with retirement planning, educational planning, and investment management. To reserve your seat for this educational seminar, please register here. *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the … …continue

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You’re Invited! Complimentary Social Security Benefits Seminar on March 12

Karon K

Thinking about retiring? How do you know when it’s best to claim Social Security? What about benefits for your spouse? How can you secure your retirement future by maximizing your and your spouse’s benefits? Join us on Wednesday, March 12th from noon to 1:00 pm at our Coldwater office for a complimentary Social Security seminar. A representative from the Social Security Administration will be joining us for a short presentation followed by an open Q&A, during which you’re invited to share your questions. To reserve your seat for this educational seminar, please register here. *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC 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 … …continue

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You’re Invited! Complimentary Social Security Benefits Seminar and Retirement Income Planning Seminar on February 26

Karon K

On February 26th, Consumers Credit Union will be presenting two complimentary seminars for members and guests to learn about Social Security benefits and retirement income planning. From 12:00 to 1:00 pm, join us at our Downtown Office for a complimentary Social Security Benefits Seminar. Thinking about retiring? How do you know when it’s best to claim Social Security? What about benefits for your spouse? How can you secure your retirement future by maximizing your and your spouse’s benefits? A representative from the Social Security Administration will be joining us for a short presentation around these topics followed by an open Q&A, during which you’re invited to share your questions. To reserve your seat for this educational seminar, please register here. At 6:00 pm, join us at our Gull Road office for a complimentary Retirement Income Planning Seminar. Are you interested in rolling over an investment account? Do you have questions … …continue

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You’re Invited: Understanding Your Medicare Options

Senior Couple

Please join us for the timely and informative seminar Understanding Your Medicare Options, which explains the complicated choices facing seniors or children assisting their aging parents. Consumers is once again working with the Marvin Okun Insurance Agency to bring you this popular seminar. A licensed health insurance agent familiar with Medicare programs will share the choices Medicare provides and the ways coverage can be supplemented. Bring your questions for the presenter, as the presentation will be followed by a Q&A. This seminar will be offered at our Stadium Drive office (at the intersection of Stadium and 8th) in the lower level conference room. Please use the rear entrance. As space is limited, please RSVP at ConsumersCU.org/Seminars to ensure your seat. Choose from the following dates and times: Wednesday, October 23—6:00 pm – 7:30 pm Thursday, October 24—1:30 pm – 3:00 pm Wednesday, November 6—6:00 pm – 7:30 pm Thursday, November … …continue

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You’re Invited! Complimentary Social Security Benefits Seminar on September 26

Karon K

Thinking about retiring? How do you know when it’s best to claim Social Security? What about benefits for your spouse? How can you secure your retirement future by maximizing your and your spouse’s benefits? Join us on Thursday, September 26th from 3-4:00 pm at our Centre Street office for a complimentary Social Security seminar. A representative from the Social Security Administration will be joining us for a short presentation followed by an open Q&A, during which you’re invited to share your questions. To reserve your seat for this educational seminar, please register here. *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC 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 … …continue

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You’re Invited! Complimentary Retirement Income Planning Seminar on September 19

Jacob M., joined 2006

Are you interested in rolling over an investment account? Do you have questions regarding your current or future investments or retirement planning? On Thursday, September 19, 2013, Consumers Credit Union’s Gull Road office is hosting a complimentary Retirement Income Planning Seminar at 6:00 pm to help you think through the above questions. This seminar will be presented by Bill Bouma, a CFS* Financial Advisor at Consumers Credit Union. With a background in business and finance and a solid commitment to the financial well-being of each member, Bill is ready to help with retirement planning, educational planning, and investment management. To reserve your seat for this educational seminar, please register here. *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of … …continue

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You’re Invited! Downtown Lunch & Learn on Budgeting for Tipped Employees on September 18

Classroom of Students

Join us at our Downtown office location on the Kalamazoo Mall for this free lunch and educational seminar on Wednesday, September 18, 2013. Our Business Development Representative, Katelyn DeYoung, and Downtown Office Manager, Clarence Lloyd, will teach you how to take control of your finances. Attendees will learn: How to control their finances with irregular income How to create a budget based on fluctuating pay Tips and tricks for saving and getting out of debt! All who register by September 17 will enjoy a free lunch provided by Irving’s Market and Deli! As limited space is available, please RSVP here. We hope to see you there! Budgeting for Tipped Employees Lunch & Learn Details Date: Wednesday, September 18, 2013 Time: 12 noon to 1 pm Location: 125 S. Kalamazoo Mall, Kalamazoo

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