Seminars | Centra Financial Services

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Upcoming Seminars

Road to Retirement

A Clear Direction on the Road to Retirement

There’s a big difference between not working and not worrying. But for millions of Americans, the worrying begins after the working ends. If you only have a hit-or-miss plan for generating retirement income, you may not enjoy the stress-free retirement journey you’ve worked so hard for. Don’t let this happen to you. Here’s an opportunity to attend a valuable educational seminar on this important topic.

June 21at 7:00 PM EDT

Reserve Your Virtual Seat

During this session, you’ll learn:

  • How do I get the most from my pension and Social Security?
  • How should I invest to generate income during my retirement?
  • How can I make sure that I can meet my health care needs?
  • What sources of income should I draw upon and when?

Rethinking Diversification

Rethinking Diversification

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 of losing it all. Luckily, there are new ways to manage investment risk.

June 28 at 7:00 PM EDT

Reserve Your Virtual Seat

During this session, you’ll learn:

  • What is traditional portfolio diversification?
  • How has the investment landscape changes?
  • How can you achieve your goals with the least amount of risk?
  • How can new annuity options help you rethink diversification?

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. All guarantees are based on the claims-paying ability of the issuer. 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. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.

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. Centra Credit Union and Centra Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Centra Financial Services, and may also be employees of Centra Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Centra Credit Union or Centra Financial Services. 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 Obligations

May Lose Value

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.