Virtual Seminar Registration
Join us from the comfort of your home or office
Join us as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan.
Attend as many virtual workshops as you like. You’ll get important information, including:
- The important rules of the road for receiving Social Security.
- How can conservative investments help you face today’s economic risks?
- What sources of income should you draw from and when?
- How to use annuities to guarantee income for life.
- How does behavioral finance affect investment decision-making?
Upcoming workshops:
There are no workshops scheduled at this time. Please check back soon!
Dante Berry
LPL Investment Advisor Representative
(505) 342-8930
d.berry@lpl.com
3939 Osuna RD NE
Albuquerque, NM 87109
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Mike Wells, CLU®, CFP® and TruStage™ are not affiliated with or endorsed by LPL Financial or U.S. Eagle Investment Services.
TruStageTM Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. 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.
CMGA-4769383.2-0623-0625 © TruStage
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.
MGA-3216705.1-0820-0922 © 2024 LPL Financial.
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. US Eagle Federal Credit Union and US Eagle Investment Services® are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using US Eagle Investment Services® may also be employees of US Eagle Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, US Eagle Federal Credit Union or US Eagle Investment Services®. Securities and insurance offered through LPL or its affiliates are:
US Eagle Federal 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.
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
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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.