August 14: Your Financial Wellness Check Up: Review, Adjust, Success - webinar
Your Financial Wellness Check Up: Review, Adjust, Success
Thursday, August 14 @ 2:00 – 3:00 pm (Eastern)
Managing your finances without a plan is like navigating without a map. Join GreenPath to learn how to create a solid plan that doesn’t leave you feeling restricted. Give yourself freedom, control, and confidence in your financial journey. Let’s discuss how to conduct a mid-year financial check-up and all of the areas to focus on to realize your financial goals. Join us and learn more about:
How and why you need a spending plan
Tips to make changes to improve your financial future
September 10: Pay Later, Plan Smarter: A Guide to Buy Now, Pay Later. (BNPL)
Pay Later, Plan Smarter: A Guide to Buy Now, Pay Later. (BNPL)
Tuesday, September 10 @ 2:00 – 3:00 pm (Eastern)
Join us to explore the increasingly popular financial tools known as Buy Now, Pay Later (BNPL) and Pay in 4. These flexible payment options are changing the way people shop and manage their money. What do you need to know before using BNPL? And how do these tools impact long-term financial health?
This engaging session will begin with an overview of the history and rise of BNPL services, followed by a thoughtful discussion on how to use these tools in a financially healthy way. We’ll explore the benefits and risks of BNPL and share practical strategies to help individuals make informed decisions that align with their financial goals.
Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process. Join us and learn more about:
Key differences between Medicare parts A, B, C and D
Tips for choosing your coverage
How to enroll in Medicare
How to plan your retirement income with health care costs in mind
You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress? Join us to learn about:
Sources of retirement income you can rely on
Retirement risks you face now
Income strategies you should consider
How you can use annuities to guarantee income for life
August 20: The Three Transitions to Retirement- webinar
The Three Transitions to Retirement*
Wednesday, August 20 @ 6:00 pm – 7:00 pm (Eastern)
Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. Join us and learn more about:
More confidently address the financial, lifestyle and emotional transitions to retirement
Guard against risks and manage the inevitable ones
Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to face additional risks. Join us to learn more about:
What traditional portfolio diversification is
How the investment landscape changes
How you can pursue your goals while mitigating risk
How new annuity options help you rethink diversification
September 23: Understanding Your Rollover Options- webinar
Understanding Your Rollover Options*
Tuesday, September 23 @ 6:00 pm – 7:00 pm (Eastern)
Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings. Join us to learn more about:
Four major options for retirement plan balances when changing jobs
* 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. NIH Federal Credit Union and NIHFCU Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NIHFCU Wealth Advisors, and may also be employees of NIH Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NIH Federal Credit Union or NIHFCU Wealth Advisors. 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
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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