Financial Education

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Understanding Your Credit Report

If you’re like many Americans, reading and understanding your credit report can be a challenging experience. But it doesn’t have to be. Become knowledgeable in topics such as: What is a credit report? What is a credit score? How can I obtain my personal credit report? How does my credit history affect me? In the Understanding Your Credit Report webcast, you’ll get the answers to these and many other questions. Don’t miss it!
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Want to learn more about how to use your HSA in 2012?

Join Alliant Credit Union for an educational webcast on Health Savings Accounts. During this session, we will:

• Provide an overview of the basics of a health savings account
• Explore its triple tax advantages
• Discuss the changes for 2012
• Look at long-term opportunities available with owning an HSA

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An Introduction to Annuities

Building a financial plan can be a complex process, driven by individual needs. In this webcast, you will gain a greater understanding of how an annuity may fit into your plan, learn what an annuity is, and how it can provide you with supplemental retirement income; the key features of immediate vs. deferred annuities and fixed vs. variable annuities; how to put money into and take money out of an annuity and the different types of payout options and factors affecting payouts.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 866-512-6109. Non-deposit investment products and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. FR111109-DD35.
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Will You Have Enough to Retire Comfortably?

As the first wave of the baby boom generation retires, some individuals will have to plan for a retirement that lasts 30 years or more. Yet approximately 37% of individuals between the ages of 50 and 64 don’t feel confident that they have enough retirement savings, and a majority say that they will need to delay retirement. Source: Pew Research Center
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Auto Buying and Financing Essentials

Is purchasing a car in your future? Next to purchasing a house, buying a car can be one of the biggest purchases someone can make in their lifetime. Will you buy a new or used vehicle? How will you finance your new purchase? There are many components of the auto buying and financing process that may not only impact what type of vehicle you buy, but how you buy it!
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Paying For Education

The cost of education – for college, graduate and private K-12 programs – continues to rise, making education harder to afford. There are many routes people take to pay for educational expenses; including student loans. View our webcast to learn about the different types of loans available to students and how to apply.
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The Basics of a Health Savings Account (HSA)

Want to learn more about how to use your HSA in conjunction with the HDHP? /Are you considering switching from your current health plan to a high deductible health plan and HSA? View our educational webcast on Health Savings Accounts where you will gain a greater understanding of: a high deductible health plan, an HSA, the tax advantages of an HSA, how the HSA works, the benefits of an HDHP/HSA vs. a PPO and more.
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10 Steps to Financial Success

Financial success is not always dependent on income; in fact, many people earning an impressive salary struggle to make ends meet because they haven't followed the 10 basic steps discussed in this seminar. From developing a spending plan that works, to setting goals, to weighing insurance needs, this presentation covers the core concepts necessary to develop and maintain personal financial control.
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Identity Theft Solutions

This presentation provides an overview of common identity theft practices, tools for preventing identity theft, and specific steps for victims of these kinds of crimes to take in order to minimize damage.
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