Broker Check


Financial Solutions Seminar Series

Every month, our Financial Solutions Complimentary Seminar Series will bring you financial topics relevant to you including estate planning, life insurance, and more! Click the event to RSVP on Great Basin Federal Credit Union's site. 

Upcoming Events

January 28, 2021

7:00p - 8:00p


Tax-Efficient Retirement Income

Find out how do taxes impact your retirement plans. Get a better understanding of tax flexibility, tax bracket placement and combination of income and sequencing strategies.

February 18, 2021

5:30p - 6:30p


Estate Planning Save the Date

What is an Estate Plan and why might one be necessary for me? What is the difference between a will and a trust? Are there other documents that I might need such as a Funeral Care Plan, Healthcare Plan, Power of Attorney or Living Will?

Past Events

January 21, 2021

7:00p - 8:00p


Health Care Costs in Retirement

Learn how you can simplify the complexity of Medicare and health care costs in retirement. 

January 14, 2021

7:00p - 8:00p


Social Security the Choice of a Lifetime

Education on Social Security to help make well-informed filing decisions and income plans.

October 15, 2020

1:15p - 2:15p


Save the Date: The Convergence of Health & Wealth: Health Savings Accounts

Why might you consider a Health Savings Account? Join us as we find out. Hosted by Nationwide

October 1, 2020

1:15p - 2:15p


Save the Date: Helping you Plan for Long Term Care

What issues do you need to consider if you or your spouse needs some form of long-term care? This seminar - hosted by Nationwide - will give. you some information.

Event Registration