United Investment Planning: Retirement, Wealth Management, Insurance

webinars

Take advantage of an opportunity to learn valuable insights on financial information, at no cost or obligation.

free virtual financial education workshops

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.

Social Security Rules for Retirement
April 3, 6:00 PM EST

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

Understanding Medicare
April 10, 6:00 PM EST

You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions, including:

  • Medicare basics and the differences between Parts A, B, C and D
  • Tips for choosing your coverage and enrolling 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
May 1, 6:00 PM EST

You’ll learn more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:

  • What sources of retirement income will you rely on?
  • What retirement risks do you face now that you’re drawing on their savings?
  • Which income strategies should you consider?
  • How can you 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 29, 6:00 PM EST

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!
Reserve Your Virtual Seat

Get to know Your Rollover Options
June 11, 6:00 PM EST

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

Rethinking Diversification
June 25, 6:00 PM EST

You’ll learn more about how retirement savers face new challenges and new ways to manage investment risk. You’ll learn the answers to your investment questions, including:

  • What is traditional portfolio diversification?
  • How has the investment landscape changed?
  • How can you achieve your goals with the least amount of risk?
  • How can new annuity options help you rethink diversification?

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 being 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 AgencyNot Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay 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.

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