Free Webinar: Basics of Retirement Planning
Time
12:00 p.m. - 1:00 p.m. PTDescription
In this free webinar, we will discuss the following topics:
- Financial Planning, the importance of Money Guide Pro.
- Diversification of the portfolios, the importance of negative correlation of asset classes. Risk management of the portfolios.
- Tax harvesting investment strategies.
Speaker
Natasha Escareno - 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. KeyPoint Credit Union and KeyPoint Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using KeyPoint Financial Services, and may also be employees of KeyPoint Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, KeyPoint Credit Union or KeyPoint Financial Services. Securities and insurance offered through LPL or its affiliates are:
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
