Financial Education – Take Charge of Your Life

Financial decisions, large and small, occur at every stage throughout life. RTN offers complimentary financial seminars as part of its focus to give you the tools you need to make smart financial decisions.

Financial education is part of our mission as a Credit Union to help our members be financially successful. All seminars are held virtually, so you can join us from the comfort of your home using your computer, laptop or mobile device.

Along with our great products and services, our seminars reflect our commitment to connect with you as a trusted resource for your financial needs.

Registration is required for all seminars, as space is limited. Seminars may be cancelled up to 24 hours in advance. In case of cancellation, participants will be notified.

First Time Home Buyers

Presented by the RTN Lending Department and RTN Realty Advisors*

Those thinking about buying their first home will find out the steps needed to achieve home ownership, including how to find a first home, why good credit is important for financing and what types of first-time home buyer mortgages and programs are available. Those who attend this seminar and take a mortgage with RTN will receive a $250 closing cost credit.

To register for Home Buyers Seminars use the link listed below. You also may call 781-736-9945 or email FinancialEducation@rtn.org.

  • Wednesday, March 23, 2022, 6 to 8 pm

Register for First-Time Home Buyers Seminar – March 23

Understanding Your Rollover Options

We will cover how 401k rollovers work, review and compare options and discuss how choices made now could impact your future financial security.
**Presented by the RTN Financial & Retirement Group

  • Thursday, March 3, 2022 at 6-7 pm

Register for Understanding Your Rollover Options – March 3

Estate Planning

We discuss the fundamentals of estate planning concepts and strategies including wills, trusts, probate and gifting.
**Presented by the RTN Financial & Retirement Group

  • Thursday, February 3, 2022 at 6-7 pm

Register for Estate Planning

Be a Confident Car Buyer

Discover the benefits of new vs. used vehicles, what to ask a car dealer, how to get preapproved and get the most value.

  • Wednesday, February 9, 2022, 6-7 pm

Register for Be a Confident Car Buyer – February 9

Understanding IRAs

Discover how to best utilize your IRA, the difference between Roth and Traditional IRAs and how to avoid pitfalls that may cut away at your savings.
**Presented by the RTN Financial & Retirement Group

  • Thursday, February 17, 2022 at 6-7 pm

Register for Understanding IRAs

Women & Money

Women tend to live longer and earn less than men, so it’s important that they develop the right investment plan that covers their future financial needs. This seminar focuses on the key investing principles every woman should know.
**Presented by the RTN Financial & Retirement Group

  • Wednesday, March 9, 2022 at 6-7 pm

Register for Women & Money – March 9

  • Wednesday, March 30, 2022 at 12-1 pm

Register for Women & Money – March 30

*RTN Realty Advisors LLC
RTN Realty Advisors LLC is a wholly owned subsidiary of RTN, providing real estate services to members and non-members looking to buy, sell or rent residential or commercial properties in Massachusetts. Those using RTN Realty Advisors can choose RTN for financing, or may seek funding elsewhere. View the affiliated business arrangement disclosure at rtnrealty.com/Disclosure.

**RTN Financial & Retirement Group
RTN Financial & Retirement Group Professionals are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-3915776.1-1121-1223