Is your retirement income at risk?
The OCCU Investment Services Team and LPL Financial* are hosting a complimentary retirement income planning workshop where you’ll learn how to turn a portion of your savings into income for life. Lunch or dinner will be provided during the workshop session.
Our financial consultants will explain the major challenges of retirement income planning and how to create a plan to help address challenges.
*Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Oregon Community Credit Union and Oregon Community Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Oregon Community Credit Union deposits and are not NCUA insured. These products are not obligations of Oregon Community Credit Union and are not endorsed, recommended or guaranteed by Oregon Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.