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Home > Retirement & Investment Services > Financial Education Workshops | UnitedOne Credit Union Manitowoc & Sheboygan

Financial Education Series

Interested in learning more about investments, insurance, retirement planning, and more? Financial education is an important aspect of any long-term plan.  Join an upcoming workshop from the comfort of your home or office, discussing various financial awareness topics. These events are free and open to the public. Reserve your spot today!
 


Understanding Employer Rollover Options
March 5, 2024 at 6:00pm CST

Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? What are your options, and how can your decision impact your long-term retirement savings? Learn the different options available when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:

  • Four major options for retirement plan balances when changing jobs
  • Pros and cons of each option
  • How a Rollover works
  • And more

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Rethinking Portfolio Diversification
March 18, 2024 at 6:00pm CST

In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk. Find out more how retirement savers are facing new challenges, and the new ways to manage investment risk.

  • What is traditional portfolio diversification?
  • How has the investment landscape changes?
  • How can you achieve your goals with the least amount of risk?
  • How can new annuity options help you rethink diversification?

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

These workshops are educational only and are not investment advice. 
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 effect some of the strategies. Investing involves risk including possible loss of principal. 
If you need advice regarding your financial goals and investment needs, contact a financial advisor.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.

*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. UnitedOne Credit Union & UnitedOne Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UnitedOne Retirement & Investment Services, and may also be employees of UnitedOne Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UnitedOne Credit Union or UnitedOne Retirement & Investment 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

 

UnitedOne 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.

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.


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