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Everwise Investment Services

Seminars and Education

Financial decisions are important moves. The more info you have, the better off you'll be.

We offer free virtual workshops on a wide range of financial topics. Take part in as many as you want, so you can move forward with confidence.

No travel necessary

View our financial workshops from anywhere you have a computer, a mobile device, and online access.

Get smarter

It's easier to set a financial strategy when you have better understanding of a subject.

Important topics

Learn more about investing, saving, Social Security, and annuities.

We know you're busy. And so, we offer online workshops you can conveniently "attend" from your home or workplace. Our experts use down-to-earth language to help you learn more about money management, saving, investing, and more.

Here's what you can learn:

  • The important rules of the road for receiving Social Security.
  • How can conservative investments help you face today’s economic risks?
  • What sources of income should you draw from and when?
  • How to use annuities to guarantee income for life.
  • How does behavioral finance affect investment decision-making?

Click on a workshop title below to register

July

July 11: Social Security & Your Retirement - 7 p.m. (ET)

July 25: Understanding Medicare - 7 p.m. (ET)

August

August 8: Income for Life - 7 p.m. (ET)

August 22: The Three Transitions to Retirement - 7 p.m. (ET)

September

September 11: Rollover Planning - 7 p.m. (ET)

September 26: Rethinking Diversification - 7 p.m. (ET)

All information presented on this page is for educational purposes only and doesn’t constitute tax, legal or accounting advice. It is to be considered as general information, not recommendations. Please consult with an attorney or tax professional for guidance.
 
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 afffect 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
 
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. Everwise Investment Services and Everwise Credit Union (Everwise) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Everwise Investment Services, and may also be employees of Everwise. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Everwise or Everwise Investment Services. Securities and insurance offered through LPL or its affiliates are:
 
 
Not insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value 
Your credit union ("Everwise Credit Union") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Everwise Credit Union for these referrals. This creates an incentive for Everwise Credit Union to make these referrals, resulting in a conflict of interest. Everwise 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 information.

 

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.

 

Routing Number | 271291826