Robins Financial Credit Union is committed to member and consumer financial education. We host free seminars covering various financial topics throughout the year.
Free Seminars
Road to Retirement
at
- Virtual Seminar
Webinar Information:
You'll learn the answers to your retirement income questions, including:
- 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?
Reserve your virtual seat NOW.
You are welcome to bring a guest, but space is limited so please make your reservations today!
Paul Villanova, RVP and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or Robins Financial Credit Union. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. TruStage™ 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-4769404.3-0622-1025 © TruStage™
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. Robins Financial Credit Union and Robins Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Robins Investment & Retirement Services, and may also be employees of Robins Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Robins Financial Credit Union or Robins Investment & Retirement 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 Deposits or Obligations, and May Lose Value.
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or 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.
Understanding Your Rollover Options
at
- Virtual Seminar
Webinar Information:
You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each options
- How a rollover works
- And more
Reserve your virtual seat NOW.
You are welcome to bring a guest, but space is limited so please make your reservations today!
Paul Villanova, RVP and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or Robins Financial Credit Union. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. TruStage™ 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-4769404.3-0622-1025 © TruStage™
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. Robins Financial Credit Union and Robins Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Robins Investment & Retirement Services, and may also be employees of Robins Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Robins Financial Credit Union or Robins Investment & Retirement 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 Deposits or Obligations, and May Lose Value.
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or 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.
Three Transitions to Retirement
at
- Virtual Seminar
Webinar Information:
This webinar will answer your retirement questions and help you:
- How to confidently address the financial, lifestyle and emotional transitions to retirement
- How to guard against risks and manage those that are inevitable
- Gauge when you’re ready for retirement
Reserve your virtual seat NOW.
You are welcome to bring a guest, but space is limited so please make your reservations today!
Paul Villanova, RVP and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or Robins Financial Credit Union. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. TruStage™ 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-4769404.3-0622-1025 © TruStage™
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. Robins Financial Credit Union and Robins Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Robins Investment & Retirement Services, and may also be employees of Robins Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Robins Financial Credit Union or Robins Investment & Retirement 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 Deposits or Obligations, and May Lose Value.
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or 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.
Social Security and Retirement
at
- Virtual Seminar
Webinar Information:
This webinar will walk through specifics about Social Security and help you understand:
- What are the rules for starting Social Security benefits?
- How do spouses coordinate their benefits?
- Are there different routes to take that could potentially increase your benefits?
- How do you decide where Social Security fits within your retirement plans?
Reserve your virtual seat NOW.
You are welcome to bring a guest, but space is limited so please make your reservations today!
Paul Villanova, RVP and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or Robins Financial Credit Union. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. TruStage™ 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-4769404.3-0622-1025 © TruStage™
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. Robins Financial Credit Union and Robins Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Robins Investment & Retirement Services, and may also be employees of Robins Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Robins Financial Credit Union or Robins Investment & Retirement 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 Deposits or Obligations, and May Lose Value.
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or 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.
Women and Investing
at
- Virtual Seminar
Webinar Information:
We'll Explore:
- Key investment principles every woman should know
- Important opportunities like asset allocation
- Understanding investor behavior
- Differences between financial products like mutual funds and annuities
Reserve your virtual seat NOW.
You are welcome to bring a guest, but space is limited so please make your reservations today!
Paul Villanova, RVP and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or Robins Financial Credit Union. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. TruStage™ 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-4769404.3-0622-1025 © TruStage™
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. Robins Financial Credit Union and Robins Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Robins Investment & Retirement Services, and may also be employees of Robins Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Robins Financial Credit Union or Robins Investment & Retirement 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 Deposits or Obligations, and May Lose Value.
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or 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.
Understanding Medicare
at
- Virtual Seminar
Webinar Information:
This webinar will answer your Medicare questions and help you understand:
- Medicare basics and the difference between Parts A, B, C, and D
- Tips for choosing your coverage and enrolling in Medicare
- How to consider health care costs when planning your retirement income
Reserve your virtual seat NOW.
You are welcome to bring a guest, but space is limited so please make your reservations today!
Paul Villanova, RVP and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or Robins Financial Credit Union. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. TruStage™ 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-4769404.3-0622-1025 © TruStage™
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. Robins Financial Credit Union and Robins Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Robins Investment & Retirement Services, and may also be employees of Robins Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Robins Financial Credit Union or Robins Investment & Retirement 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 Deposits or Obligations, and May Lose Value.
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |