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Financial Education

October 2019

A view from atop a stairwell of a cocktail party in the atrium of an office building

Social Security: Seven Keys to Enhancing Benefits

Help enhance your social security benefits What does retirement look like to you? Will Social Security still be there for…

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A view from atop a stairwell of a cocktail party in the atrium of an office building

Retirement Income: Charting a Course to Help Your Money Last

10.16.19

Make the most of your retirement income streams You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested,…

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November 2019

A view from atop a stairwell of a cocktail party in the atrium of an office building

Women, Money and Power: Take control of your financial future

11.20.19

Research has shown that even though many women are well educated, have successful careers, and are managing their daily household…

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January 2020

Social Security

When Should You Begin Receiving Your Social Security Retirement Benefits? As you near retirement, one of the biggest financial decisions…

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February 2020

Financial Planning Basics

An Overview of the Financial Planning Process Everyone can benefit from a financial plan that is tailored to individual needs…

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A man with short hair working on a laptop in a office full of cubicles

Ask the Advisor Day

Stop by our Battle Creek office to learn more about investing, planning for retirement and 401(k) rollover options from our…

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Jesse Horton CFS Financial Advisor

Ask the Advisor Day

Stop by our Plainfield office to learn more about investing, planning for retirement and 401(k) rollover options from our CFS*…

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March 2020

John Shubert CFS Financial Advisor

Ask the Advisor Day

Stop by our Gaines office to learn more about investing, planning for retirement and 401(k) rollover options from our CFS*…

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A Consumers Credit Union and a parking lot with an American Flag on a pole

Retirement Basics

3.10.20

Will You Have Enough to Retire Comfortably? Most of us imagine retirement as a happy time, a reward for a…

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May 2020

The New Experience for Employees, Businesses and Consumers

The New Employee Experience

5.27.20

Returning to Work Safely ​Earlier this year the way the world works changed. Dramatically. How will this new paradigm affect…

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