Events
6:00-7:00 PM
Join presenter Anthony Kuefler on September 17 at 6 p.m. for an introduction to financial planning and how it can help you build a more secure financial future.
Participants of this free webinar will learn why financial planning is an ongoing process, and explore strategies for setting achievable short-term, medium-term, and long-term financial goals.
The session covers essential topics such as:
- Budgeting,
- Managing cash flow,
- Reducing debt,
- Saving for retirement,
- Protecting assets through insurance, and
- Preparing important estate and end-of-life planning documents.
Whether you're just beginning your financial journey or looking to strengthen an existing plan, this webinar offers valuable insights and actionable steps you can apply right away.
Investment Center Disclosures
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. Affinity Plus Federal Credit Union and Affinity Plus Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Affinity Plus Investment Center and may also be employees of Affinity Plus Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Affinity Plus Federal Credit Union or Affinity Plus Investment Center. 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.
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 brokerage or advisory services.
Check the background of your financial professional on FINRA's BrokerCheck.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.