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.
Understanding Your Rollover Options - Seminar
This seminar has been postponed, we apologize for the inconvenience.
Women & Investing
April 22, 2025 - 7:00PM CDT
Social Security
May 13, 2025 - 7:00PM CDT
The Three Transitions to Retirement
June 10, 2025 - 7:00PM CDT
Understanding Medicare
June 23, 2025 - 7:00PM CDT
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 Jaleah Heggs at jaleah.heggs@lpl.com.
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. Investing involves risks including possible loss of principal.
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 CU and Austin Telco Retirement & Investment Services are not registered as 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 FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Austin Telco FCU or Austin Telco Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |