The Road to Retirement

July 9, 2024

6:00 PM MDT / 7:00 PM CDT

There’s a big difference between not working and not worrying. If you only have a hit-or-miss plan for generating retirement income, you may not enjoy the stress-free retirement journey you’ve worked so hard for. 

Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

Register Now

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Women and Investing

July 23, 2024

6:00 PM MDT / 7:00 PM CDT

There’s no denying the facts: Women tend to earn less than men and live longer than men. If you’re a woman who would like to retire one day, you may need to save more and invest more than men.

Do you want to become a successful lifelong investor? You can start now, by attending this valuable educational seminar on this important topic, at no cost and no obligation:

Register Now

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Social Security and Your Retirement

August 13, 2024

6:00 PM MST / 7:00 PM CST

Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.

Here’s an opportunity for you to get a clear understanding of your different options, and how each one can affect your progress toward your retirement savings goals — at no cost and no obligation:

Register Now!

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There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.

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

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.

LPL Financial Form CRS

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. Sandia Area Federal Credit Union and Sandia Area Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offerproducts and services using Sandia Area Investment Services, and may also be employees of Sandia Area Federal Credit Union. Theseproducts and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sandia Area Federal Credit Union or Sandia Area Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not NCUA Insured or Any Other Government  | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

Sandia Area Federal 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 lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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