Free Financial Webinars

Free Financial Webinars

Join an upcoming free webinar 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 webinars 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:

- August 7th 6:00 PM EST: Income for Life - Click Here to Join
You are welcome to bring a guest, but space is limited so please make your reservations today.

- August 20th 6:00 PM EST: The Three Transitions to Retirement - Click Here to Join
You are welcome to bring a guest, but space is limited so please make your reservations today.

- September 3rd 6:00 PM EST: Rollover Planning - Click Here to Join
You are welcome to bring a guest, but space is limited so please make your reservations today.

- September 10th 6:00 PM EST: Redefining a Diversified Portfolio - 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 crogers@u1cu.org.

Caleb S. Rogers     Financial Advisor
P 937-225-9288 | F 937.225.8421| crogers@u1cu.org
U1 Financial Advisors Investments and Insurance
Located at: Universal 1 Credit Union
1 River Park Dr. Dayton, OH 45409

These workshop are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company a mutual insurance holding company, its subsidiaries and affiliates, these entities and [speaker name] are not affiliated with LPL Financial. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers

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.