WCCU Wealth Management Virtual Workshops

Complimentary financial planning seminars to increase your financial awareness.

Join us from the comfort of your home or office

as we discuss a variety of topics that provide financial insights and advice. Financial education is an important aspect of any long-term plan.

Attend as many virtual workshops as you like. You'll learn the answers to questions, including:
  • 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 to use annuities to guarantee income for life.
  • How does behavioral finance affect investment decision-making?


Upcoming workshops:


3.5.2024 • 6:00 p.m. - Rollover Planning

Often when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available.


3.19.2024 • 6:00 p.m. - Rethinking Diversification

In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.


4.3.2024 • 6:00 p.m. - Social Security and Your Retirement

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security? Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider.


4.10.2024 • 6:00 p.m. - Understanding Medicare

Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Here’s an opportunity to attend a valuable education seminar on this important topic at no cost and no obligation.


5.01.2023 • 6:00 p.m. - Income for Life

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?


5.29.2024 • 6:00 p.m. - The Three Transitions to Retirement

Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.


6.11.2024 • 6:00 p.m. - Rollover Planning

Often when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available.


6.25.2024 • 6:00 p.m. - Rethinking Diversification

In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

*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. Westerly Community Credit Union and WCCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using WCCU Wealth Management, and may also be employees of Westerly Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Westerly Community Credit Union or WCCU Wealth Management. 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 (“Westerly Community Credit Union”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Westerly Community Credit Union for these referrals. This creates an incentive for Westerly Community Credit Union to make these referrals, resulting in a conflict of interest. Westerly Community Credit Union 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.

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.