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webinars
Take advantage of an opportunity to learn valuable insights on financial information, at no cost or obligation.
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 14 @ 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
Ready to understand Medicare better?
August 11 @ 6:00 PM EST
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
Three Transitions to Retirement
September 9 @ 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
• 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
September 30 @ 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
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.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (memberFINRA/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 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.