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Investing / Financial Planning Schedule an Appointment

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Welcome to the Member Education program:

Here you will find information to help you "Take control of your Finances".  The Member Education program is designed to get you thinking about the different stages of your financial life and provide you with resources to maximize each.

Free Quarterly Seminars:

First Quarter: Important Life Events
Second Quarter: Retirement
Third Quarter: Tax Control
Fourth Quarter: Personal Wealth Management

Specific dates will be announced during the first month of each quarter.


 

Each month, consultants from New England Financial, will focus on specific topics which compliment the quarterly seminar.  The monthly topics include:

January

Review your 401k

February

Funding for college

March

Estate Planning

April

Social Security

May

Creating Income

June

Understanding your pension

July

Taxes in Retirement

August

Tax Free Growth (Roth IRA)

September

College Loans

October

Estate Planning

November

Medicare (what should you know)

December

Social Security

You can use our on-line appointment system to schedule an appointment at either our Crystal Lake or Woodstock offices.

New England Financial is the registered mark for New England Life Insurance Company (NELICO), Boston, MA 02116. Securities and investment advisory services offered through New England Securities (NES) (member FINRA/SIPC).  New England Financial is a general agency of NELICOProducts and services offered by New England Financal are not part of your account at McHenry County Federal Credit Union and are not insured by NCUA.