Women and Wealth logo Women of Visions Investment Services

Empower, Connect, and Educate

Through Women and Wealth, our goal is to create an environment where women learn and thrive, gaining the confidence to invest in themselves. We offer free, informative seminars designed to benefit women in all stages of life regardless of age or income.

Empower Women

  • Sharing experiences and insights about money, investments, and wealth

Connect Women

  • Developing trust by building a community of women
  • Establishing a safe and positive environment to learn and ask questions

Educate Women

  • Instruction about financial services and investing from an organic and holistic approach
  • Exploring the unique challenges women can face and cultivating opportunities to shape their financial future

Seminar Recordings

Investing: Why You Are Worth the Risk

April 2023

Understanding Investments: Back to Basics

February 2023

Women: Wired to Invest Seminar

April 2022

Savvy Women, Smart Investors Seminar

October 2021

Thinking About Retirement Seminar

July 2021

To be contacted by a Financial Consultant or if you have additional questions contact Christina Cavanaugh at christina.cavanaugh@lpl.com or by calling 800.242.2120 ext. 10442.

Seminar content is developed and presented by women advisors at Visions Investment Services and professional partners. Women & Wealth is part of the DEI - Diversity, Equity, and Inclusion Initiative at Visions Federal Credit Union.

Additional Information

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

*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. Visions Federal Credit Union and Visions Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Visions Investment Services and may also be employees of Visions Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Visions Federal Credit Union or Visions Investment Services. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, CT, DC, FL, GA, IL, KY, LA, MA, MD, ME, MI, MS, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WV, WY. 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

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.

Referral Program

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