Virtual Financial Workshops
Educational workshops offered through Point Breeze Investment & Retirement Services
Financial workshops provide valuable tips you can put into action
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Important information
We discuss various topics designed to help you improve your personal finances.
Engaging presentations
Enjoy these interactive workshops from your home or office.
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Space is limited, so please reserve your spot.
Guidance for your financial journey
Join an upcoming workshop from the comfort of your home or office, where various topics are discussed to increase your financial awareness. Financial education is an important aspect of any long-term plan.
Make plans to attend our upcoming workshops:
- Women and Investing - December 12, 2024; 6:00 PM ET (Click to Register)
- Social Security - January 8, 2025: 6:00 PM ET (Click to Register)
- Medicare - January 21, 2025: 6:00 PM ET (Click to Register)
- Income for Life - February 12, 2025: 6:00 PM ET (Click to Register)
- The Three Transitions to Retirement - February 26, 2025: 6:00 PM ET (Click to Register)
- Rollover Planning - March 12, 2025; 6 PM ET (Click to Register)
- Women and Investing - March 26, 2025; 6 PM ET (Click to Register)
Contact Jonathan Delp, Financial Advisor for Point Breeze Investment & Retirement Services, at 443.589.0409 or via email at [email protected] with any questions about the virtual workshops.
These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. TruStage™ Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC,a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state and may not be available in all states or through all broker/dealers.
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. Point Breeze Credit Union and Point Breeze Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Point Breeze Investment & Retirement Services and may also be employees of Point Breeze Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Point Breeze Credit Union or Point Breeze Investment & Retirement Services.
Securities and insurance offered through LPL, or its affiliates are:
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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.
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 advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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