Financial Workshops
Enrich your mind, enrich your life
Mid Oregon Credit Union have access to free financial workshops to help you learn how to work toward your financial goals.
View archived webinars and handouts from past sessions here.
2025 Financial Workshops
Estate Planning Essentials
Hosted by Jeff Patterson, Lynch Murphy McLane LLP
Thursday, May 8, 2025 6:30 p.m. | Mid Oregon East Bend Conference Room, 1386 NE Cushing Drive, Bend
Learn more about wills, trusts, powers of attorney, healthcare documents, and beneficiary designation assets/accounts. Jeff will also cover questions about what happens when someone becomes disabled/incapacitated and how the Oregon and federal estate tax laws can affect one’s estate and estate-planning considerations.
*IMPORTANT NOTICE FOR MID OREGON WEALTH MANAGEMENT WORKSHOPS: 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.
TruStage™ is the marketing name for TruStage Financial Group, Inc. its subsidiaries and affiliates, these entities are not affiliated with LPL Financial. TruStage™ 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, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. 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.
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.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Mid Oregon Credit Union (MOCU) and Mid Oregon Wealth Management Retirement and Investment Planning (MOWM) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MOWM, and may also be employees of MOCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, MOCU and MOWM. Securities and insurance offered through LPL or its affiliates are:
|
Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.