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Educational Seminars

Virtual Financial Workshops 

Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan.

Attend as many virtual workshops as you like. You’ll get important information, including: 

  • The important rules of the road for receiving Social Security.
  • How can conservative investments help you face today’s economic risks?
  • What sources of income should you draw from and when?
  • How to use annuities to guarantee income for life.
  • How does behavioral finance affect investment decision-making?

Upcoming workshops:


June

Seminar:  Medicare

Date and Time:  Tuesday, June 14th at 6:00 PM MST

Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process.

 

In this session you will learn the answers to questions, including:

  • Medicare basics and the differences between Parts A, B, C and D
  • Tips for choosing your coverage and enrolling in Medicare
  • How to consider health care costs when planning your retirement income

Seminar:  Income For Life

Date and Time:  Tuesday, June 21st at 5:30 PM MST

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?

In this session you will learn the answers to questions, including:

  • What sources of retirement income will you rely on
  • What retirement risks do you face now that you’re drawing on their savings
  • Which income strategies should you consider
  • How can you use annuities to guarantee income for life

 



Space is limited, so I urge you to make your reservations today.  Give me a call at (505) 342-8930 or email me at james.armer@lpl.com with any questions about the virtual workshops.  I look forward to seeing you virtually. 

 

James Armer,  LPL Investment Advisor Representative
US Eagle Investment Services® 
Located at: US Eagle Federal Credit Union
3939 Osuna Rd NE
Albuquerque, NM  87109
Phone: (505) 342-8930


 

This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.

MGA-3216705.1-0820-0922                                                                                                           © 2022 LPL Financial.

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. US Eagle Federal Credit Union and US Eagle Investment Services® are not  registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using US Eagle Investment Services® may also be employees of US Eagle Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, US Eagle Federal Credit Union or US Eagle Investment Services®. Securities and insurance offered through LPL or its affiliates are:

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