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Investment Seminars

FREE Retirement Seminars Presented by BECU Investment Services

We hope to retire someday, and need the know-how to retire successfully. BECU Investment Services is pleased to offer multiple FREE webinars and seminars. Choose from several dates offered this fall.

BECU Investment Services is invested in you. Enjoy yet another member benefit – free education – and answer your retirement questions in upcoming tutorials. Seminars are offered at different dates, times and locations to accommodate members' schedules.

See you online or in the classroom.

Webinars

 
1. Making Your Nest Egg Last–Strategies for Sustainable Income in Retirement 
Retiring soon? You naturally start thinking less about saving for retirement and more about how to organize your income in retirement. Learn to invest enough wealth, invest aggressively enough, and take advantage of all your tax-saving opportunities.

Sept. 15 
11–11:45 am
Online

2. Retirement Plans for Small Business and the Self-Employed 
If you're self-employed or own a small business, this webinar is for you. We'll profile the various types of retirement savings plans that may serve your (and your employees') needs, and cover issues such as cost, tax benefits and more.

October 6
7–7:45 pm
Online

Seminars

 
1. Retirement Investment Strategies: Managing Your investment During Retirement 
This seminar will help you understand some of the major financial decisions you may be facing as you reach retirement. We'll address some of the most commonly asked questions: Will I be able to keep my standard of living?  What if I invest too aggressively/conservatively? How much income do I need and how will I get it? What about taxes?

Sept. 20
4:30–6 pm
Everett Financial Center

Sept. 20
5:30–7:15 pm
Tukwila Financial Center

Sept. 22
5:45–7:30 pm
Tukwila Financial Center

Sept. 28
5:30–7:15 pm
Tukwila Financial Center

2. Maximizing your Workplace Retirement Account and Understanding Your Withdrawal Options
Do you fully understand the options available in your retirement plan, and are you using your plan to your best advantage? Which of your plan's options is right for you? Learn how to get more out of your company's retirement plan, how to grow your retirement plan assets in the most tax-efficient manner while you're working, and smart choices for taking withdrawals during retirement.

October 13
6–7 pm
Everett Financial Center

3. Planning your Long-Term Care Expenses **
As medical expenses continue to rise, it's important to focus on creating a strategy to maintain control, preserve dignity and protect your assets.  Take charge of your future with a plan that includes long-term care expense protection.  We'll discuss traditional and modern solutions, associated costs, and the real-world chances of needing long-term care.

October 13
7–7:45 pm
Everett Financial Center

Spots fill up quickly. Reserve your seat by calling BECU Investment Services: 206-439-5720 or 800-233-2328 ext. 5720. You can also click here to sign up online.

*Investors should discuss tax-related strategies with a qualified tax advisor. There are risks associated with investing in securities markets including possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses.  Fund prospectuses contain this and other information about funds and may be obtained by asking your financial advisor.  Read prospectuses carefully before investing.

We advise you to carefully consider the objectives, risks, charges and expenses of mutual funds and/or variable products before investing. The prospectus contains this and other important information which can be obtained from your Financial Advisor. Please read prospectus carefully before investing. 

**Check the background of investment professionals associated with this site on Finra.org.

The LPL Financial Advisor associated with this page may only discuss or transact business with residents in LA, TX, WA, AZ, CA,DE, FL, HI, ID, MA, MD, MN, NJ, NM, NV, OR, SC, UT, VA, WI and Insurance only in CA, FL, ID, MD, OR, SC, WA.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA /SIPC.  Insurance Products offered through LPL Financial or its licensed affiliates.  BECU and BECU Investment Services are not registered broker/dealers and have a brokerage arrangement with LPL Financial.  Investments are:  

Not NCUA/NCUSIF Insured May Lose Value Not Obligation of BECU Not Credit Union Guaranteed