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:

  • The 3 Transitions to Retirement: September 26, 2022 at 6:00 PM CST
  • How to Weather a Bear Market: October 5, 2022 at 6:00 PM CST
  • Social Security: October 17, 2022 at 6:00 PM CST
  • Medicare: October 27, 2022 at 5:30 PM CST
  • The Return of Conservative Investing: November 1, 2022 at 6:00 PM CST
  • Income for Life: November 10, 2022 at 6:00 PM CST
  • The 3 Transitions to Retirement: November 14, 2022 at 6:00 PM CST
  • Women & Investing: December 6, 2022 at 5:30 PM CST
  • The Road to Retirement: December 13, 2022 at 6:00 PM CST

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

Three Transitions

September 26, 2022 at 6:00 p.m. Central Time

Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.

You’ll find out more about the transitions you will face during retirement and how you can better prepare for this new life. You’ll learn the answers to your Retirement questions, including:

  • How to confidently address the financial, lifestyle and emotional transitions to retirement
  • How to guard against risks and manage those that are inevitable
  • Whether you are ready for retirement

Reserve your virtual seat NOW!

How to Weather a Bear Market

When the market dips, what do you do? How do you react? Without a plan, reacting based on your instincts could hurt your long-term financial goals. Learn steps you can take now to prepare to weather a bear market.

You’ll learn answers to important questions, including:

  • What is a bear market?
  • How does behavioral finance affect decision-making?
  • How do overreaction and bad decisions compromise long-term financial goals?
  • How do I weather a bear market?

Reserve your virtual seat NOW!

Social Security and Your Retirement

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security?

Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider. You’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future.

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

  • What are the rules for starting your Social Security benefits?
  • How do spouses coordinate their benefits?
  • Are there different routes to take that could potentially increase your benefits?
  • How do you decide where Social Security fits within your retirement plans?

Reserve your virtual seat NOW!

Medicare

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!

The Return of Conservative Investing

Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this seminar, you’ll learn how conservative investments like certificates and annuities can help get your financial plan back on track. You’ll find out more about where to invest your retirement savings and learn about conservative investments.

You’ll find out more about where to invest your retirement savings and learn about conservative investments. You’ll learn the answers to your Conservative Investing questions, including:

  • How can conservative investments help you face today’s economic risks?
  • What are the differences between CDs and annuities?
  • What are the different types of annuities?
  • How do you decide which conservative investment is right for you?

Reserve your virtual seat NOW!

Income for Life

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

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!

Women and Investing

Do you want to become a successful lifelong investor? You can start now, by attending this valuable educational seminar

The seminar will focus on the importance of taking control of your own future through investing. You’ll also learn about:

  • Key investment principles every woman should know
  • Important opportunities like asset allocation
  • Understanding investor behavior
  • Differences between financial products like mutual funds and annuities

Reserve your virtual seat NOW!

The Road to Retirement

There’s a big difference between not working and not worrying. But for millions of Americans, the worrying begins after the working ends. If you only have a hit-or-miss plan for generating retirement income, you may not enjoy the stress-free retirement journey you’ve worked so hard for. Don’t let this happen to you.

You’ll find out more about your Retirement income and discuss the role it plays when setting a clear direction for your financial future. You’ll learn the answers to your Retirement income questions, including:

  • How do I get the most from my pension and Social Security?
  • How should I invest to generate income during my retirement?
  • How can I make sure that I can meet my health care needs?
  • What sources of income should I draw upon and when?

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.