Virtual Financial Educational Workshops
Attend as many virtual workshops as you like.
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.
The Charter Oak Retirement and Investment Services program is offered through LPL Financial (LPL), a registered investment advisor and broker-dealer.*
Investment Diversification
Tuesday, December 2nd
6:00pm Eastern
Retirement savers face new challenges in today's volatile market. Traditional portfolio diversification may not grow your savings - causing you to face additional risks.
- What traditional portfolio diversification is
- How the investment landscape changes
- How you can pursue your goals while mitigating risk
- How new annuity options help you rethink diversification
Understanding Your Rollover Options
Tuesday, December 9, 2025
6:00pm Eastern
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? Chances are you have questions and could use someone at your side to lead the way - especially in understanding how your decision can impact your long-term retirement savings.
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each options
- How a rollover works
*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.