Investments Services Seminars

Seminars

Austin Telco Retirement and Investment Services holds informational seminars to give you the knowledge you need to have the retirement you want.

Our team of Financial Advisors strive to give you the most up-to-date information on issues that matter to you, your family, and your financial well-being. While at one of our seminars, feel free to schedule a one-on-one, no-obligation meeting with one of our Financial Advisors.

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

Our Calendar of Events

Join an upcoming workshop from the comfort of your home or office where a variety of topics are discussed to increase your financial awareness. Financial education is an important aspect of any long-term plan. These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.

Social Security and Your Retirement - Webinar
February 6th, 2024 at 7:00PM

The Three Transitions to Retirement - Webinar
February 20th, 2024 at 7:00PM

Rollover Planning - Webinar
March 12th, 2024 at 7:00PM

Women & Investing - Webinar
March 25th, 2024 at 7:00PM

Attention HR Professionals: We would love to come host seminars for your company or organizations employees to help educate them on their financial well-being. If you'd like to check one of our seminars out, please contact Martha Martinez at martha.martinez@lpl.com.

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. Austin Telco Federal Credit Union and Austin Telco Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Austin Telco Retirement & Investment Services, and may also be employees of Austin Telco Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Austin Telco Federal Credit Union or Austin Telco Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA

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 state 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 (“Austin Telco Federal Credit Union") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Austin Telco Federal Credit Union for these referrals. This creates an incentive for Austin Telco Federal Credit Union to make these referrals, resulting in a conflict of interest. Austin Telco Federal 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.