Financial Education
Understanding Medicare
July 22, 2026, at 6:00 PM CST
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. We will answer your Medicare questions and help you understand:
- Key differences between Medicare parts A, B, C and D
- Tips for choosing your coverage
- How to enroll in Medicare
- How to plan your retirement income with health care costs in mind
Social Security and Your Retirement
August 12, 2026, at 6:00 PM CST
Join us for this exclusive seminar where we will dive deep into ways of building wealth potential and income for life. We’ll explore:
- Important rules for receiving Social Security benefits
- Evaluate the possible routes to make the most of Social Security benefits
- Ways to develop a retirement income plan for individual Social Security situations
Three Transitions to Retirement
September 2, 2026, at 6:00 PM CST
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 where we will answer your retirement questions and help you:
- 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
Understanding Your Rollover Options
September 26, 2026, at 6:00 PM CST
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.
We will help you get a better understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each options
- How a rollover works
- And more
Financial Education Resources
Financial knowledge is critical if you want to reach your investment goals. Here is a collection of informative resources worth reading.
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. Scott Credit Union (SCU) and SCU Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using SCU Retirement & Investment Services, and may also be employees of SCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and are not affiliates of SCU or SCU Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:
*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.
Upcoming Workshops:
- Social Security & Your Retirement: October 15, 2024 at 6 pm CST
- Medicare: October 29, 2024 at 6 pm CST
- Income For Life: November 5, 2024 at 6 pm CST
- The 3 Transitions to Retirement: November 12, 2024 at 6 pm CST
- Rollover Planning: December 2, 2024 at 6 pm CST
- Rethinking Diversification: December 17, 2024 at 6 pm CST