Educational Workshop Topics
Please select a topic:
Solving The Mystery of Credit Reports
This seminar provides an overview of the three major credit bureaus, credit scoring and the Fair Credit Reporting Act as well as guidance on disputing inaccuracies, improving your credit score, and dealing with identity theft and fraud. To be notified of this seminar, click here.
This seminar covers the importance of setting goals, reviewing your retirement resources, identifying the differences between Traditional, Roth IRAs and other retirement plans, and will help you determine your best course of action for retirement. Other important topics include 401(k) rollover and distribution strategies and the little known 'stretch' provision for IRAs. To be notified of this seminar, click here.
Identity theft is the fastest growing crime today. According to a recent study every minute about 28 ½ people become a victim identity theft. This seminar will discuss how identity theft can happen to you, and how to protect yourself. To be notified of this seminar, click here.
Dreaming of purchasing your first home or thinking about moving into a larger one? Learn how to “de-mystify” the process in this seminar. You'll get the inside scoop on pre-qualifying vs. pre-approval, different types of mortgages products, creative down payments, and the overall loan process. To be notified of this seminar, click here.
Taxes can take a huge bite out of your investments. If taxes are a concern of yours, this seminar will demonstrate effective ways to reduce your current tax liability as well as the risks and potential benefits of Fixed and Variable Annuities. You will learn about protecting your principal from risk as well as possible opportunities available to you to generate additional income streams. To be notified of this seminar,click here.
This seminar takes a look at college costs, the projected rates of increase and how to develop a savings plan for your child’s college education. To be notified of this seminar, click here.
Retirement Planning and Rollover Strategies
One of the biggest concerns of retirees is out-living their assets. This seminar will focus on the concern and emotional transition into retirement; explore sources of retirement income, including Social Security, pensions, employer-sponsored plans, IRA's, personal savings, 401(k) rollover and distribution strategies and the little known 'stretch' provision for IRAs To be notified of this seminar, click here.
Statistics show that women are living longer than men, and are typically out of the workforce longer than their male counterparts. This seminar focuses on the unique challenges facing women including budgeting techniques, and getting their financial and retirement plans in order. To be notified of this seminar, click here.
Learn about what the IRS doesn’t want you to know. Discover how you can avoid costly capital gains taxes just by having the proper title on your house. Understand the strategies you need to resolve and eliminate estate taxes and probate costs, relieving your family of financial burden. Discern the difference between Living Wills, Living Trust, Last Will and Testaments and Powers of Attorney. To be notified of this seminar, click here.
Asset Allocation and Investment Strategies for Today's Market
Since 1945 nine out of the last ten recessions have resulted in higher markets. Although past performances are no guarantees of future results, this seminar will take a look at past trends, the present, and what you can do to stay on track regardless of the market’s roller coaster ride. This seminar will help you to analyze your portfolio or retirement plan to ensure that it’s on track to meet your goals, and to see if your investment strategy will meet the needs of your current portfolio selection. In this informative seminar, you will also learn about sound investment planning and how to review the Modern Portfolio Theory. To be notified of this seminar, click here.
A Critical Look at Long Term Care Insurance
Do you know what six illnesses are not covered by your health insurance? Did you know that the #1 reason for senior citizens to file bankruptcy is paying for long term care insurance! Do you know why your neighbors may get top quality home care, and you may not? To protect you and your loved ones from Medicare loopholes, you need understand what is, and more importantly, what is NOT covered by Medicare, your health insurance and Medicaid. This not-to-miss seminar will cover the aspects of long term care insurance, which subscribers it protects, what is not covered under your policy, and how to get huge discounts on your long term care policy. To be notified of this seminar, click here.
The Six Keys to Financial Success
Did you know that your financial success does not necessarily depend on your income? In fact, many people who earn a large salary still struggle to make ends meet because they don’t know the Six Steps to Financial Success! This seminar will provide you with financial basics, but also discuss financial concepts and strategies. You will learn about topics like Cash Management, Managing Your Financial Risk, Basic Investment Concepts including Investment Planning and Investment Strategies, Proven Tax Reduction Strategies, Retirement and Estate Planning. You can’t afford to miss this important seminar To be notified of this seminar, click here.
Financial Services Disclosure
The investment products sold through LPL Financial (Member FINRA/SIPC) are not insured First Future Credit Union
deposits and are not NCUA insured. The products offered are not obligations of First Future Credit Union and are not
endorsed, recommended or guaranteed by First Future Credit Union or any government agency. The value of the investment
may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. First Future Credit
Union and First Future Financial Services are not broker dealers and are not affiliated with LPL Financial.
