Upcoming Events
As a member of Credit Union of Georgia, you can take advantage of FREE events we host throughout the year. From Financial Education Webinars to Cuga Kid’s Club events, we do our best to provide our members with the best resources for financial success!
Mark Your Calendar
Get to know the Social Security Rules for Retirement
Tuesday, April 14, 2026 at 6PM EST
Webinar
Hosted by: Paul Villanova & TruStageTM
Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way, especially with how Social Security works. Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Paul Villanova from TruStage™ Annuities will walk through specifics about Social Security and help you understand:
- The rules for starting Social Security benefits
- How spouses coordinate their benefits
- Different things you can do to potentially increase your benefits
- Where Social Security fits into your retirement plans
Please don’t hesitate to reach out to Cathy Genty at catherine.genty@lpl.com at 678-322-2241 or catherine.genty@lpl.com with any questions about the seminar or other ways to help you feel more confident about your financial future.
Paul Villanova and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or CUofGA Financial Services. TruStageTM Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state and may not be available in all states or through all broker/dealers. GA-4769383.3-0225-0327 © TruStage
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Credit 101 Training
Wednesday, April 22, 2026 | 12PM – 1:30PM EST
Webinar
Hosted by: Credit Union of Georgia & Equifax
Equifax and Credit Union of Georgia are delighted to extend an exclusive invitation to you for our upcoming Credit 101 Training. This event is specifically designed for credit union members and will provide an invaluable opportunity to learn the ins and outs of credit — from why credit matters to how to read a credit report and build/rebuild credit. These sessions will empower you to take control of your financial future.
You’ll Learn:
- Why Credit Matters: The advantages and disadvantages of utilizing personal credit
- Understanding Your Credit Report: How to read and understand the components of your report
- Building and Rebuilding Credit: Common credit scenarios and how to improve your financial health
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Understanding Your Rollover Options
Tuesday, April 28, 2026 at 6PM EST
Webinar
Hosted by: Paul Villanova & TruStageTM Annuities
Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings. Start finding answers at our Understanding Your Rollover Options seminar at no cost or obligation to you.
We will help you get a better understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each options
- How a rollover works
- And more
Please don’t hesitate to reach out to Cathy Genty at catherine.genty@lpl.com at 678-322-2241 or catherine.genty@lpl.com with any questions about the seminar or other ways to help you feel more confident about your financial future.
Paul Villanova and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or CUofGA Financial Services. TruStageTM Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state and may not be available in all states or through all broker/dealers. GA-5990973.2-0325-0427 © TruStage
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Three Transitions to Retirement
Tuesday, May 12, 2026 at 6PM EST
Webinar
Hosted by: Paul Villanova & TruStageTM Annuities
Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar.
Paul Villanova from TruStage™ Annuities will answer your retirement questions and help you:
- More confidently address the financial, lifestyle and emotional transitions to retirement
- Guard against risks and manage the inevitable ones
- Gauge when you’re ready for retirement
Paul Villanova and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or CUofGA Financial Services. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risk including possible loss of principal. TruStageTM Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state and may not be available in all states or through all broker/dealers. GA-4751587.3-0325-0427 © TruStage
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Manage Investment Diversification
Tuesday, May 26, 2026 at 6PM EST
Webinar
Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to face additional risks. Find out new ways of managing your investment risk with the Investment Diversification seminar.
This seminar is presented by Paul Villanova from TruStage™ Annuities. They’ll help you understand:
- What traditional portfolio diversification is
- How the investment landscape changes
- How you can pursue your goals while mitigating risk
- How new annuity options help you rethink diversification
Please don’t hesitate to reach out to Cathy Genty at catherine.genty@lpl.com at 678-322-2241 or catherine.genty@lpl.com with any questions about the seminar or other ways to help you feel more confident about your financial future.
Paul Villanova and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or CUofGA Financial Services. During this presentation, annuities will be discussed. Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value. TruStage™ Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state and may not be available in all states or through all broker/dealers. GA-7678238.1-0225-0327 © TruStage
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Income for Life
Tuesday, June 9, 2026 at 6PM EST
Webinar
Hosted by: Paul Villanova & TruStageTM Annuities
You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress? Join us for this exclusive seminar as financial professional, Paul Villanova, dives deep into ways to build wealth potential and income for life. The seminar will include a live Q&A where you can get the answers to your income for life questions.
We’ll explore:
- Sources of retirement income you can rely on
- Retirement risks you face now
- Income strategies you should consider
- How you can use annuities to guarantee income for life
Please don’t hesitate to reach out to Cathy Genty at catherine.genty@lpl.com at 678-322-2241 or catherine.genty@lpl.com with any questions about the seminar or other ways to help you feel more confident about your financial future.
Paul Villanova and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or CUofGA Financial Services. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value. TruStage™ Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state and may not be available in all states or through all broker/dealers. GA-4751390.3-0225-0327 © TruStage
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Understanding Medicare
Tuesday, June 23, 2026 at 6PM EST
Webinar
Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process. You can attend this seminar at no cost and no obligation.
Paul Villanova from TruStage™ Annuities will answer your Medicare questions and help you understand:
- Key differences between Medicare parts A, B, C and D
- Tips for choosing your coverage
- How to enroll in Medicare
- How to plan your retirement income with health care costs in mind
Please don’t hesitate to reach out to Cathy Genty at catherine.genty@lpl.com at 678-322-2241 or catherine.genty@lpl.com with any questions about the seminar or other ways to help you feel more confident about your financial future.
Paul Villanova and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or CUofGA Financial Services. This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a professional. TruStage™ Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by its affiliate, CUNA Brokerage Services, Inc., Member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state and may not be available in all states or through all broker/dealers. GA-6666807.1-0624-0726 © TruStage
Home Buying 101 Presentation
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