MEMBERS Financial Services Webinars

Join our complimentary webinars to learn from experienced financial professionals how to work toward financial freedom and mitigate your risks.

 
mfs webinars_retirement
Three Transitions to Retirement
January 28 at 6pm

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.
Register Now

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies.

Women Writing on paper
Rethinking Diversification
February 11 at 6pm

Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to risk losing it all. Find out new ways of managing your investment risk.
Register Now

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies.

Woman sawing wood in a workshop.
Women and Investing
February 25 at 6pm

There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement? Join us for a candid conversation on the importance of building your own financial future through investing. Take control of your financial future by learning how to become a successful lifelong investor.
Register Now

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies.

Older couple smiling at each other sitting on the couch.
Social Security and Your Retirement
March 11 at 6pm

Can help regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works. Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. We will walk through specifics about Social Security and help you understand:

  • The rules for starting Social Security benefits
  • How spouses coordinate their benefits
  • Different things you can do to potentially increase your benefits
    • Register Now

    There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies.

    Husband and wife hugging.
    Understanding Medicare
    March 25 at 6pm

    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.
    Register Now

    There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies.

    LPL Financial CRS.

    Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

    *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. Addition Financial and MEMBERS Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services and may also be employees of Addition Financial. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Addition Financial or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are:

     Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value 


    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.

    Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.