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Workshops

Wings Financial provides financial workshops to members at no cost and no obligation. A variety of topics are presented, and our current list is featured below. Topics may change without notice.

All workshops, unless noted otherwise, are located in the Conference Center at Wings Financial's headquarters in Apple Valley, Minnesota.

When registering online, be sure to specify the workshop name in the online form. To register by phone, call Gloria Holt at 952-997-8076.

September 16, 6 pm CT - Estate Conservation - Register Now!...
Without proper planning, your estate may be settled in ways you did not intend, and your heirs may receive a smaller inheritance. Prevent unintended consequences by learning more about estate conservation strategies, and join us forr an estate conservation seminar.

October 21, 6 pm CT - Retirement Plan Distributions - Register Now!...
The retirement plan distributions and investment decisions you make when you retire can impact your financial situation for the rest of your life. Attend this seminar to learn about several strategies for retirement plan distributions.

December 16, 6 pm CT - Tax Strategies

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. 


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