free virtual financial education workshops
learn valuable insights on financial information
Financial education is an important aspect of any long-term plan. Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness.
Attend as many of the free virtual workshops as you like.
Get to know the Social Security rules for retirement
July 9 @ 6:00 PM ET
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.
• 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
Space is limited so please make your reservations today!
reserve your virtual seat
Ready to understand Medicare better?
July 23 @ 6:00 PM ET
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.
• Medicare basics and the differences between Parts A, B, C, and D
• Tips for choosing your coverage
• How to enroll in Medicare
• How to consider health care costs when planning your retirement income
Space is limited so please make your reservations today!
reserve your virtual seat
Income for Life
August 6 @ 6:00 PM ET
You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress? 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
Space is limited so please make your reservations today!
reserve your virtual seat
Three Transitions to Retirement
August 20 @ 6:00 PM ET
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. How to confidently address the financial, lifestyle, and emotional transitions to retirement.
• 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
Space is limited so please make your reservations today!
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Learn how to Manage Investment Risk
September 8 @ 6:00 PM ET
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:
• 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
Space is limited so please make your reservations today!
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Get to know Your Rollover Options
September 23 @ 6:00 PM ET
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.
• Four major options for retirement plan balances when changing jobs
• Pros and cons of each option
• How a Rollover works
• And more
Space is limited so please make your reservations today!
reserve your virtual seat
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.
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.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. United Federal Credit Union and United Investment Planning are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using United Investment Planning, and may also be employees of United Federal Credit Union. These products and services are offered through LPL or its affiliates, which are separate entities from, and not affiliates of, United Federal Credit Union or United Investment Planning. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
United Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.