Investing Doesn't Have to be Complicated

Are you curious about investments, wealth, and money? Our experts are here to share their knowledge of the field and help you feel more informed.


Seminars

FREE SEMINAR
Navigating Your Way to a Successful Retirement

Two Options:  May 6th at 4pm OR  May 9th at 6pm
Visions Federal Credit Union Auditorium
3301 Country Club Rd. Endwell

Presentation by Gerri Harrison, CFP® EA

Although retirement is one of the most significant dollar items you will need to save for during your lifetime, retirement planning is more than simply putting dollars into your retirement savings plan. Navigating Your Way to a Successful Retirement will discuss ways to increase your retirement savings without dramatically changing your lifestyle.

Navigating Your Way to a Successful Retirement

LPL Tracking #560179-02-01

Check back here for additional future seminars!


Visions Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”), DBA Visions Investment Services, pursuant to an agreement that allows LPL to pay the Visions Federal Credit Union for these referrals. This creates an incentive for the Visions Federal Credit Union to make these referrals, resulting in a conflict of interest. Visions Federal Credit Union is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information

*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. Visions Federal Credit Union and Visions Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Visions Investment Services, and may also be employees of Visions Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Visions Federal Credit Union or Visions Investment Services. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, CT, DC, FL, GA, IL, KY, LA, MA, MD, ME, MI, MS, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WV, WY. 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

There is no guarantee that these investment strategies will work under all market conditions. Each investor should evaluate their ability to invest on a long-term basis, especially during periods of downturns in the market.

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

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