Understanding Your Rollover Options
September 12, 2023
6:00 PM MDT / 7:00 PM CDT
Changing jobs is common. What are your options, and how can your decision impact your long-term retirement savings?
Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:
Basics of Estate Planning Seminar
September 21, 2023
6 PM MDT
Many people don't spend time thinking about end-of-life financial matters. But for loved ones faced with sorting out a departed family member's affairs, planning now can ease the burden later.
Join Sandia Area Investment Services Spencer Orr and local attorney Mitchel J. Olsen at this in-person, FREE in-depth look at wills, trusts, and their important role in your estate planning.
Understanding Medicare
September 20, 2023
6:00 PM MDT / 7:00 PM CDT
Maneuvering through Medicare rules and regulations is one more step in an already confusing process.
Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:
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.
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.