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Free Financial Webinars

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Free Financial Webinars

 

Providing Guidance to Members Experiencing Job loss
While the stress of losing a job can seem overwhelming, there are many things you can do to take control of the situation, maintain your spirits, and find a renewed sense of purpose. 

Click the dropdown bar below to register


Join an upcoming free workshop from the comfort of your home or office, where a variety of topics are discussed to increase your financial awareness. Financial education is an important aspect of any long-term plan.

Attend as many virtual workshops as you like. You’ll learn the answers to questions, including:

  • The important rules of the road for receiving Social Security.
  • How can conservative investments help you face today’s economic risks?
  • What sources of income should you draw from and when?
  • How to use annuities to guarantee income for life.
  • How does behavioral finance affect investment decision-making?

Upcoming Webinars:

- June 7th 6:00 PM EST: Rollover Planning - Click Here to Join

- June 27th 6:00 PM EST: Rethinking Diversification - Click Here to Join

You are welcome to bring a guest, but space is limited so please make your reservations today.

Give me a call at 937-225-9288 with any questions about the seminar or contact me by email at thenry@u1cu.org.

Thomas P. Henry     Financial Advisor
P 937-225-9288 | F 937.225.8421| thenry@u1cu.org
U 1 Financial Advisors Investments and Insurance
Located at: Universal 1 Credit Union
1 River Park Dr. Dayton, OH 45409


The message and any attached material are confidential. If received in error, please inform me immediately and destroy the information at once.  Any  unauthorized use, distribution, or copying of this information is prohibited.

Securities sold, advisory services offered through LPL FINANCIAL SERVICES(LPL), member FINRA/SIPC, a registered broker/dealer and investment advisor.  LPL FINANCIAL SERVICES. is a registered broker dealer in all fifty states of the United States of America.  LPL is under contract with the financial institution to make securities available to members.  Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee.  Not a deposit of any financial institution.

 

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