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Affinity Investment Events and Seminars

Affinity FCU Webinars and Events
Affinity FCU logo
By: Affinity Investment Services

At Affinity, we want to know you better and offer you the best resources to help you on your financial journey. Our professionals are here to assist you in strive for your goals with confidence. We also serve the community around us and host many events that you can be a part of. Join us on one of our complimentary webinars!

Social Security

What: This Social Security overview outlines key considerations that can help clients determine timing for taking benefits based on their circumstances. Register Today!
When: August 8, 2024
2:00 pm to 3:00 pm
Where: Online Webinar
ID: 592105-1

Helping Aging Parents Adapt to Change

What: Many people in mid-life have parents who are struggling with issues associated with aging. These materials provide resources and checklists that can assist adult children and parents alike. Register Today!
When: September 18, 2024
            5:00 pm to 6:00 pm
Where: Online Webinar
ID: 592114-1

Basic Estate Planning

What: This presentation helps clients prepare an estate plan that reflects the way they want their personal and financial affairs to be handled in case of incapacity or death. Register Today!
When: October 24, 2024
            5:00 pm to 6:00 pm
Where: Online Webinar
ID: 592111-1

Retirement: Passport To and Through

What: The presentation will provide tips for maximizing savings through three career stages and three retirement stages. Register Today!
When: December 11, 2024
            5:00 pm to 6:00 pm
Where: Online Webinar
ID: 592120-1

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck. Visit FINRA's BrokerCheck.

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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. Affinity Federal Credit Union and Affinity Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Affinity Federal Credit Union, and may also be employees of Affinity. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Affinity Federal Credit Union or Affinity 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 representatives 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.

Affinity Federal Credit Union 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 www.lpl.com/disclosures.

LPL Financial Form CRS