Financial Planning Webinars

NCU Wealth Management wants to help you pursue your financial goals. We provide a series of no-cost, no-obligation financial planning webinars.

These informative discussions cover various topics vital to maintaining long-term financial independence.

Learn more about NCU Wealth Management

Upcoming Webinars

All webinars will be held virtually through Zoom. After registering, you will be sent a confirmation email and a reminder before the event. You will also be able to add the webinar to your calendar.

Income for Life | Tuesday, August 6 | 6 p.m.

You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?

Three Transitions to Retirement | Tuesday, August 20 6 p.m.

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.

Rollover Planning | Monday, September 9 | 6 p.m.

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.

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.

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. Navigator Credit Union and NCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NCU Wealth Management and may also be employees of Navigator Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Navigator Credit Union or NCU Wealth Management. 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

The LPL Financial registered representatives 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.

Your 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.

Financial Planning Webinars