CorePlus Wealth Management Invites You to Join an Upcoming Virtual Financial Workshop
CorePlus Wealth Management Virtual Workshops
CorePlus Wealth Management workshops are designed to increase financial awareness from the comfort of your home or office.
Trusted Wealth Management from Your Trusted Credit Union
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Rethinking Diversification Virtual Seminar – Tuesday, June 25, 2024 at 6:00PM
In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk…
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Rollover Planning Virtual Seminar – Tuesday, June 11, 2024 at 6:00PM
Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a…
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Three Transitions to Retirement Virtual Seminar – Wednesday, May 29, 2024 at 6:00PM
Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help…
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Income for Life Virtual Seminar – Wednesday, May 1, 2024 at 6:00PM
You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be…
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Understanding Medicare Virtual Seminar – Wednesday, April 10, 2024 at 6:00PM
Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Register to learn…
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Social Security and Your Retirement Virtual Seminar – Wednesday, April 3, 2024 at 6:00PM
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules…
Disclaimer
Holland Rajaniemi is a financial advisor with, and 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 licenses affiliates. CorePlus Credit Union (CPCU) and CorePlus Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CorePlus Wealth Management, and may also be employees of CPCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CPCU or CorePlus Wealth Management. Securities and insurance offered through LPL or its affiliates are:
- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed
- No Bank Deposits or Obligations
- May Lose Value
CorePlus 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 the 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 for more detailed 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.