All branches will be closed on Monday, October 10th for Columbus Day and employee training.  Account access is available through digital banking.

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Seminar Series

Join us for our series of investment and retirement seminars. Events are complimentary and open to the public. Reservations are needed.

How to Weather a Bear Market

October 5, 2022 at 6pm

When the market dips, what do you do? How do you react? Without a plan, reacting based on your instincts could hurt your long-term financial goals. Learn steps you can take now to prepare to weather the next bear market.

Attend a valuable virtual seminar, “How to Weather a Bear Market.” You’ll learn the answers to questions, including:

  • What is a bear market?
  • How does behavioral finance affect decision-making?
  • How do overreaction and bad decisions compromise long-term financial goals?
  • How do I weather a bear market?

Reserve your virtual seat for October 5th at 6pm


Social Security

October 17, 2022 at 6pm

During the virtual seminar, you will find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn the answers to your Social Security questions, including:

  • What are the rules for starting your Social Security benefits?
  • How do spouses coordinate their benefits?
  • Are there different routes to take that could potentially increase your benefits?
  • How do you decide where Social Security fits within your retirement plans?

Reserve your virtual seat for October 17th at 6pm


Medicare

October 27, 2022 at 5:30pm

Planning for retirement is never easy; it’s more like running a marathon than a sprint. Today one key to “going the distance” is understanding the ins and outs of Medicare. Learn the basics of Medicare Parts A, B, C and D, receive tips on Medicare enrollment and understand the role you can play in helping consider health care costs as part of an overall retirement plan.

Reserve your virtual seat for October 27th at 5:30pm


The Return of Conservative Investing

November 1, 2022 at 6pm

You’ll find out more about where to invest your retirement savings and learn about conservative investments. You’ll learn the answers to your Conservative Investing questions, including:

  • How can conservative investments help you face today’s economic risks?
  • What are the differences between CDs and annuities?
  • What are the different types of annuities?
  • How do you decide which conservative investment is right for you?

Reserve your virtual seat for November 1st at 6pm


Income for Life

November 10, 2022 at 6:00pm

You’ll find out more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:

  • What sources of retirement income will you rely on?
  • What retirement risks do you face now that you’re drawing on their savings?
  • Which income strategies should you consider?
  • How can you use annuities to guarantee income for life?

Reserve your virtual seat for November 10th at 6pm


The 3 Transitions to Retirement

November 14, 2022 at 6pm

Are you ready to retire? You might be prepared for the financial transition, but you will experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement. 

During this session, you will learn:

  • How to confidently address the financial, lifestyle and emotional transitions to retirement
  • How to guard against risks and manage those that are inevitable
  • Whether you are ready for retirement

Reserve your virtual seat for November 14th at 6pm


Women & Investing

December 6, 2022 at 5:30pm

There’s no denying the facts: Women tend to earn less and live longer than men. If you’re a woman who would like to retire one day, you may need to save more and invest more than men.

The virtual seminar will focus on taking control of your future through investing. You’ll also learn about:

  • Key investment principles every woman should know
  • Important opportunities like asset allocation
  • Understanding investor behavior
  • Differences between financial products like mutual funds and annuities

Reserve your virtual seat for December 6th at 5:30pm


The Road to Retirement

December 13, 2022 at 6:00pm

You’ll find out more about your Retirement income and discuss the role it plays when setting a clear direction for your financial future. You’ll learn the answers to your Retirement income questions, including:

  • How do I get the most from my pension and Social Security?
  • How should I invest to generate income during my retirement?
  • How can I make sure that I can meet my health care needs?
  • What sources of income should I draw upon and when?

Reserve your virtual seat for December 13th at 6pm


Thomas Binversie and John Frausto are Financial Advisors with, and 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. Kohler Credit Union and KCU Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using KCU Investment & Retirement Services, and may also be employees of Kohler Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kohler Credit Union or KCU Investment & Retirement Services.  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

 

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.