We believe financial education is the key to financial health. Check out our investment and financial planning educational resources below.

WEBINARS

WEALTH MANAGEMENT WEBINAR - SOCIAL SECURITY

Thursday, February 20th 11 A.M. - 12 P.M.

SOCIAL SECURITY

Hosted by Timothy O'Mara, Vice President Retirement Institute, Nationwide

You'll learn more about your Social Security benefits and discuss their role in helping you set a clear direction for your financial future.

  • What are the rules for starting your SocialSecurity benefits?
  • How do spouses coordinate their benefits?
  • Are there different routes to take that could potentially increase your benefits?
  • How do you decide where Social Security fits within your retirement plans?

Register By Clicking Here

 

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Contact iTHINK Senior Program Coordinator

Nancy Smith
nancy.e.smith@lpl.com
Phone: 561.982.4719

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. iTHINK Financial Credit Union and iTHINK Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using iTHINK Wealth Management and may also be employees of iTHINK Financial Credit Union. These products and services are being offered through LPL, or its affiliates, which are separate from and not affiliates of iTHINK Financial Credit Union or iTHINK Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or any Other Government Agency Not Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value

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.

 

Your 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 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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

 

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