Wealth Management Events
Explore educational Wealth Management opportunities to build
financial strength and independence for life.
Jan282025
Women and Investing Webinar
Tuesday, January 28, 2025
7:00 p.m. (CST - US and Canada)
- Key investment principles every woman should know
- Important opportunities like asset allocation
- Understanding investor behavior
- Differences between financial products like mutual funds and annuities
Join an upcoming workshop from the comfort of your home or office where a variety of topics are discussed to increase your financial knowledge. Financial education is an important aspect of any long-term plan.
Tuesday Workshop Series Topics
January 28 Women and Investing
February 18 Social Security and Your Retirement
February 25 The Three Transitions to Retirement
March 11 Understanding Your Rollover Options
March 18 Understanding Medicare
Attend as many virtual workshops as you like. All presentations begin at 7 p.m. (CST). Please don’t hesitate to reach out to us at 785-295-9255 or sarah.vincent at lpl dot com with any questions about the seminar or other financial matters.
Cody Fredrickson, RICP
LPL Financial Advisor
Azura Wealth Management®
Located at: Azura Credit Union
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This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. TruStage™ Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC,a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state and may not be available in all states or through all broker/dealers.
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. Azura Credit Union and Azura Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Azura Wealth Management, and may also be employees of Azura Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Azura Credit Union and Azura Wealth Management. 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 |
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