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
Rethinking Diversification
Tuesday, September 10th
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 the risk of losing it all. Luckily, there are new ways to manage investment risk.
Understanding Medicare
Tuesday, October 15th
6:00pm Eastern
Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is another step in an already confusing process. Find out more about Medicare rules and regulations and discuss the role they play in the process of 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.