Financial Wellness Center

Sheri Shannon

Financial Wellness Manager

Sheri.Shannon@uoficreditunion.org 217-278-7786

Susan Toalson

Chief Development Officer

susan.toalson@uoficreditunion.org 217-239-4209
< 2024 >
April
«
»
  • 08
    08.April.Monday

    Webinar: Social Security & Your Retirement

    6:00 PM-7:00 PM
    2024.04.08

    Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.

    Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Mike Mason from TruStage™ Annuities will walk through specifics about Social Security and help you understand:

    • The rules for starting Social Security benefits
    • How spouses coordinate their benefits
    • Different things you can do to potentially increase your benefits
    • Where Social Security fits into your retirement plans

    Click here to register

From keeping your money safe and secure to helping you achieve your financial dreams, we bring a fighting spirit to the financial wellness of this entire community. We believe that knowledge is power, and that learning doesn’t stop when you graduate.

Additionally, we’ve partnered with Banzai to provide you with financial topics you care most about. Take a step back, analyze your spending, budgeting, and saving habits with this FREE Financial Wellness assessment.
 

FILTER BY CATEGORY
SHOW
SORT BY

Sheri Shannon

Financial Wellness Manager

Sheri.Shannon@uoficreditunion.org 217-278-7786

Susan Toalson

Chief Development Officer

susan.toalson@uoficreditunion.org 217-239-4209
< 2024 >
April
«
»
  • 08
    08.April.Monday

    Webinar: Social Security & Your Retirement

    6:00 PM-7:00 PM
    2024.04.08

    Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.

    Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Mike Mason from TruStage™ Annuities will walk through specifics about Social Security and help you understand:

    • The rules for starting Social Security benefits
    • How spouses coordinate their benefits
    • Different things you can do to potentially increase your benefits
    • Where Social Security fits into your retirement plans

    Click here to register