Virtual Financial Educational Workshops
Join an upcoming 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.
The Charter Oak Retirement and Investment program is offered through LPL Financial (LPL), a registered investment advisor and broker-dealer.*
Upcoming Financial Workshops
Understanding Medicare
Tuesday, January 21st
6:00pm Eastern
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.
- 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
Income For Life
Wednesday, February 12th
6:00pm Eastern
You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make progress?
- Sources of retirement income you can rely on
- Retirement risks you face now
- Income strategies you should consider
- How you can use annuities to guarantee income for life
Three Transitions to Retirement
Wednesday, February 26th
6:00pm Eastern
Your exciting new chapter will start soon. Are you ready? You'll encounter financial, lifestyle and emotional milestones along the way - but you're not in this alone. We'll work together to help you feel confident about your path to retirement.
- More confidently address the financial, lifestyle and emotional transitions to retirement
- Guard against risks and manage the inevitable ones
- Gauge when you're ready for retirement
*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. Charter Oak Federal Credit Union and Charter Oak Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Charter Oak Retirement and Investment Services, and may also be employees of Charter Oak Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Charter Oak Federal Credit Union or Charter Oak Retirement and 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
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.
Charter Oak 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 lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.