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Investment Seminars

Free Seminars on Retirement Presented by BECU Investment Services

Everyone hopes to retire someday – and that means you need the know-how to retire successfully. BECU Investment Services is pleased to offer multiple FREE seminars this October to help you plan.

Take advantage of this member benefit – free education – and get your retirement questions answered in these easy, free and educational sessions. Seminars are offered at different dates, times and locations to accommodate members' schedules.


See you in the classroom.

Seminars


Women - Confidence - Retirement

This workshop is designed to increase women's confidence in their retirement plan. We'll explore strategies to increase your financial awareness and empower you with practical and actionable solutions for your retirement future. We'll have an interactive education session covering many topics, including how to maintain your desired lifestyle in retirement, care for aging parents, take control of your finances during transitions, and plan for future generations. 

Free
Tuesday, October 11
5:30-7 pm
Northgate Community Center
10510 5th Ave NE, Seattle, WA

Parking

Fine Print

Parking is limited. Please take advantage of Northgate Mall parking and walk across the street to the community center.

Maximizing Your Workplace Retirement Account and Understanding Your Withdrawal Options

Do you fully understand the options available in your VIP, 401K, 403b, 457, SIMPLE or SEP? Does your plan offer pre-tax, after-tax, and/or Roth contributions? Which of these options is right for your long-term financial plan? If you want to learn how to get more out of your company's retirement plan, this seminar is for you. Learn how to grow your retirement plan assets in the most tax-efficient manner while you're working and how to make smart choices for taking withdrawals during retirement.

Free
Thursday, October 13
6–7 pm
Everett Financial Center
11127 Evergreen Way S Everett, WA

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Fine Print

Planning for Your Long-Term Care Expenses*

No one likes thinking about the prospect of needing long-term care. However, as medical expenses continue to rise, Americans need to focus on creating strategies to maintain control, preserve dignity and protect their assets. Join us for an informative event to discuss traditional and modern long-term care expense protection solutions.

Free
Thursday, October 13
7–7:45 pm
Everett Financial Center
11127 Evergreen Way S Everett, WA

Parking

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Retirement Investment Strategies – Managing Your Investments During Retirement

This seminar will help you understand some of the major financial decisions you may be facing at retirement. We will address some of the most commonly asked questions including: 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 and what about taxes?

Free
Wednesday, October 19
5:45–7:30 pm
Tukwila Financial Center
12770 Gateway Drive Tukwila, WA

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Income for Life – Creative Solutions for Your Long-Term Income Needs

You will learn about the potential length of retirement, the effects of inflation and the different sources of income during retirement. One of the top concerns of pre-retirees is that they will not have the money they need to enjoy a comfortable retirement. Fortunately, there are strategies that can help address your long-term income needs. Find out how by attending this special financial workshop.

Free
Tuesday, November 15
5:45–7:30 pm
Tukwila Financial Center
12770 Gateway Drive Tukwila, WA

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Reserve your spot below or call 206-439-5720 or email fplanning@becu.org.

This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice, or for use to avoid penalties that may be imposed under U.S Federal Tax laws. Contact your attorney or other tax advisor regarding your specific legal, investment or tax situation. Variable Annuities are sold by prospectus.  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.

*Check the background of investment professionals associated with this site on Finra's BrokerCheck.

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 is not a registered broker/dealer and has a brokerage affiliate arrangement with LPL Financial.  Investments are:

Not NCUA Insured Not Credit Union Guaranteed Not Obligations of BECU May Lose Value

Branch office located at BECU, 12770  Gateway Dr., Tukwila, WA 98168
BECU, BECU Investment Services and LPL are separate entities.