Financial Workshops


Enrich your mind, enrich your life 

Mid Oregon offers free financial workshops to help you learn how to achieve your financial goals.  Workshops start at 6:00 p.m. and are held at the East Bend Conference Room except where noted differently. Call (541) 382‐1795, click the button below, or email to reserve your seat. A light dinner will be offered. 


2019 Spring Workshop Schedule (.pdf file to print or share)


Classes offered in Winter/Spring 2019


March 12


Build a Basic Budget: The Five-Step Spending Plan

Wondering where your money goes? You’re not alone. Join Mid Oregon’s Catherine Christie as she helps you to develop a personal spending plan—not just a budget— that you can live with. Regain control and achieve your financial goals!

March 19


How to Weather a Bear Market

This is a brand new workshop--stay tuned for a complete description coming soon!

March 28


Organize Your Financial Records

Learn tips for getting and staying organized! Determine what documents to keep and how long to keep them, what to shred, and the best way to store various kinds of records. You’ll also discover some helpful organizing tools. Presented by Riki Strong, Mid Oregon HR/Training Coordinator.

April 4 


How to Weather A Bear Market (Hosted by JC Hallman, Mid Oregon Financial Services Representative) 

What is a bear market, and how do you ride it out? This seminar covers how behavioral finance affects decision-making, why overreaction to a market change compromises long-term financial goals, and how you can prepare now to weather a bear market.


Some products discussed in this seminar are annuities and are sold by prospectus. Annuities are long-term insurance products designed for retirement purposes. Many variable annuities offer four main features: (1) a selection of investment options, (2) tax-deferred earnings accumulation, (3) guaranteed lifetime payout options, and (4) death benefit options. Before investing, you should consider the annuity’s investment objectives, risks, charges and expenses. The prospectus contains this and other information. Please read it carefully. To obtain a prospectus, contact your advisor, log onto, or call 888.888.3940.
This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. MEMBERS Insurance & Investments and MEMBERS are marketing name for the products, services and programs offered by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and other leading carriers. MEMBERS® is a registered trademark of CMFG Life. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. 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.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the USA. MGA-2079863.1-0418-0520

April 9



Buying A Home in Today’s Economy—NEW TIME!

This workshop is perfect for anyone thinking of buying their first—or next—home in the coming year. Presenter Kevin Tucker (NMLS #881486) of Arbor Mortgage will cover the basics of qualifying for a home loan, how to manage any credit issues, types of loans available, and even zero-down loan options. (Arbor Mortgage Group, NMLS #91027)

April 11


Understanding the ABCs (and Ds) of Medicare

Do you wonder what the difference is between Medicare Part A, Part B, Part C, and Part D? We invite you to learn more about who is eligible for Medicare, what is covered, what is not covered, and the enrollment timelines. We will also explore the differences between Medigap plans and Medicare Advantage plans. Presented by Emily Carrick, Medicare Sales Executive at PacificSource. This workshop is provided for educational purposes only and is not a sales presentation.