COMPLIMENTARY VIRTUAL FINANCIAL EDUCATION WORKSHOPS
Wednesday, June 7th
6:00pm Eastern
Understanding Your Rollover Options
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?
Tuesday, June 27th
6:00pm Eastern
Rethinking Diversification
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.
Stephen A. Sylvester, CRPC®
Vice President
Wealth Manager
Direct Line: 860.446.1842
1055 Hartford Turnpike
Waterford, CT 06385
OR
32 Chicago Avenue
Groton, CT 06340
email Stephen Sylvester
Todd A. Gestrich
Wealth Manager
Direct Line: 860.446.3312
3 Boston Post Road
Waterford, CT 06385
email Todd Gestrich
Golam Ahmed
Wealth Manager
Direct Line: 860.446.3477
1 Connecticut Ave
Norwich, CT 06360
email Golam Ahmed
Check the background of these investment professionals 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. 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.