Financial Education

Virtual Seminar Series:

Financial education is an important aspect of any long-term plan. Join us for a number of complimentary, no-cost, no-obligation seminars where we’ll discuss a variety of topics to increase your financial awareness, all from the comfort of your home or office.

Upcoming Workshops:

  • Medicare: Jan 24, 2023 6:30 PM CST
  • Income for Life: Feb 7, 2023 6:00 PM CST
  • The 3 Transitions to Retirement: Feb 21, 2023 6:00 PM CST
  • Rollover Planning: Mar 7, 2023 6:00 PM CST
  • Rethinking Diversification: Mar 22, 2023 6:00 PM CST

Learn more about each seminar below. Space is limited, so make your reservations today.

Medicare

Jan 24, 2023 6:30 PM CST

Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process. You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement.

You’ll learn the answers to your Medicare questions, including:

  • Medicare basics and the differences between Parts A, B, C and D
  • Tips for choosing your coverage and enrolling in Medicare
  • How to consider health care costs when planning your retirement income

Reserve your virtual seat NOW!

Income for Life

Feb 7, 2023 6:00 PM CST

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)? You’ll find out more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k).

You’ll find out more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:

  • What sources of retirement income will you rely on?
  • What retirement risks do you face now that you’re drawing on their savings?
  • Which income strategies should you consider?
  • How can you use annuities to guarantee income for life?

Reserve your virtual seat NOW!

The 3 Transitions to Retirement

Feb 21, 2023 6:00 PM CST

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?

You’ll find out more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:

  • What sources of retirement income will you rely on?
  • What retirement risks do you face now that you’re drawing on their savings?
  • Which income strategies should you consider?
  • How can you use annuities to guarantee income for life?

Reserve your virtual seat NOW!

Rollover Planning

Mar 7, 2023 6:00 PM CST

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?

You’ll find out more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:

  • What sources of retirement income will you rely on?
  • What retirement risks do you face now that you’re drawing on their savings?
  • Which income strategies should you consider?
  • How can you use annuities to guarantee income for life?

Reserve your virtual seat NOW!

Rethinking Diversification

Mar 22, 2023 6:00 PM CST

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?

You’ll find out more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:

  • What sources of retirement income will you rely on?
  • What retirement risks do you face now that you’re drawing on their savings?
  • Which income strategies should you consider?
  • How can you use annuities to guarantee income for life?

Reserve your virtual seat NOW!

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.