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Join an upcoming workshop from the comfort of your home or office
Join us as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan.
Retirement
Financial Planning
Investment
Upcoming Workshops
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Income for Life
You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?
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Social Security
Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.
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Rollover Planning
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.
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Conservative Investing
Headwinds like market volatility, low-interest rates and retirement risks make it tough to know where to invest your retirement savings. Get your financial plans back on track by attending the Return of Conservative Investing seminar.
When: April 23, 2024 07:00 PM CST
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Three Transitions to Retirement
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. A great first step in this journey is the Three Transitions to Retirement seminar.
When: May 21, 2024 07:00 PM CST
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Understanding Medicare
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. Attending the Understanding Medicare seminar is a great first step in this process.
Your 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 brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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. Greater Texas Credit Union and Greater Texas Financial Solutions are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Greater Texas Financial Solutions, and may also be employees of Greater Texas Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Greater Texas Credit Union or Greater Texas Financial Solutions. The Greater Texas Financial Solutions site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives.
Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA or |
Not Credit Union |
Not Credit Union |
May Lose Value |
LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, CO, GA, MO, NJ, OH, TX, and VA.
