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Virtual Financial Workshops

Build your knowledge base through our financial education options

Financial workshops provide valuable tips you can put into action

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

Learning as much as you can to raise your financial awareness is always a good investment of your time. Our free workshops will introduce you to new ideas and provide answers to your questions. Please attend as many as you like!

These are the types of questions we've answered in recent workshops:

  • What are 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 can you use annuities to guarantee income for life?
  • How does behavioral finance affect investment decision-making?

Make plans to attend our upcoming workshops

UPCOMING WORKSHOPS:

Contact Jonathan Delp, Financial Professional for Point Breeze Investment & Retirement Services, at 443.589.0409 or via email at [email protected] with any questions about the virtual workshops.

Check the background of this investment professional on FINRA's BrokerCheck.

Point Breeze Credit Union is a full-service financial institution with locations throughout Maryland.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to risk, and may lose value.

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.

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:

  • 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.