Wealth Management Seminars
Check out our past seminars below! Interested in attending one in-person?
The Nuts & Bolts of Social Security
Confused about Social Security? Get answers!
- When am I eligible?
- What are the taxability of my benefits?
- How are my benefits calculated?
- When should I collect?
Planning for a Less Taxing Retirement
Learn tax efficient strategies to help take the stress out of retirement!
Visions Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”), DBA Visions Investment Services, pursuant to an agreement that allows LPL to pay the Visions Federal Credit Union for these referrals. This creates an incentive for the Visions Federal Credit Union to make these referrals, resulting in a conflict of interest. Visions Federal Credit Union 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
There is no guarantee that these investment strategies will work under all market conditions. Each investor should evaluate their ability to invest on a long-term basis, especially during periods of downturns in the market.
Check the background of investment professionals associated with this site on FINRA's Broker Check.