Virginia Investment Webinars
Virginia Retirement & Investment Webinars
Women and Investing
6PM EST on November 19, 2024, on Zoom
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
Social Security & Your Retirement
6PM EST on December 3, 2024, on Zoom
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. Here’s an opportunity to attend a valuable educational seminar on this important topic.
- The rules for starting Social Security benefits
- How spouses coordinate their benefits
- Different things you can do to potentially increase your benefits
- Where Social Security fits into your retirement plans
Understanding Medicare
6PM EST on December 17, 2024, on Zoom
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:
- Key differences between Medicare parts A, B, C and D
- Tips for choosing your coverage
- How to enroll in Medicare
- How to plan your retirement income with health care costs in mind
*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. Chartway Federal Credit Union and Chartway Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Chartway Investment Services, and may also be employees of Chartway Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of, Chartway Federal Credit Union or Chartway Investment Services. Securities and insurance offered through LPL or its affiliates are:
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.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, DC, FL, GA, KY, MD, MI, NC, NV, PA, SC, TX, UT, VA, WV.
Understanding Medicare
6PM EST on November 5, 2024, on Zoom
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: