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Get a comprehensive view of your financial situation using the workbooks
listed below. Each section is a compilation of calculators combined with
pertinent articles and links. After completing the five workbooks you will walk
away equipped with the knowledge to start making your financial goals a
reality.
Remember to save your work during each session so you can come back to it at a later time.
Workbook 1: Five Steps to Taking Control of Your Finances
Size up your current financial situation
See where your money is going
Create a saving and spending plan
Workbook 2: Five Steps to Taking Charge of Your Debt
Get a handle on your debt
Make a plan for the best way to pay off your loans
Learn how to borrow smart
Workbook 3: Five Steps to Evaluating Your Insurance Coverage
Figure out how much and what types of insurance you need
Learn the basics about various insurance coverages
Workbook 4: Five Steps to Planning Your Retirement
Estimate how much you need for retirement
Check out your expected Social Security
Learn how to make the most of your retirement investments
Workbook 5: Five Steps to Planning for your Child's College Education
Estimate your college expenses
Learn the best ways to save and invest
Get the facts on financial aid.
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 (800) 369-2862. Nondeposit investment 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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.
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©1997-2012 CUNA Mutual Group.
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