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.
Income for Life
May 15 @ 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
May 27 @ 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, where we discuss how to confidently address these transitions.
• 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!
reserve your virtual seat
Get to know Your Rollover Options
June 3 @ 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
Women and Investing
June 24 @ 6:00 PM ET
There’s no denying the facts: Women tend to live longer. As a woman, how do you know if you have saved and invested enough for your retirement?
• Key investment principles every woman should know
• Important opportunities like asset allocation
• Understanding investor behavior
• Differences between financial products like mutual funds and annuities
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.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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.