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.

CORIS financial seminars

The Charter Oak Retirement and Investment program is offered through LPL Financial (LPL), a registered investment advisor and broker-dealer.*

Upcoming Financial Workshops

Three Transitions To Retirement

Wednesday, May 29th
6:00pm Eastern

Your exciting next 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.

Understanding Your Rollover Options

Tuesday, June 11th
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.

Rethinking Diversification

Tuesday, June 25th
6:00pm Eastern

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

*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

Not Credit Union
Deposits or Obligations

May Lose

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 for more detailed information.