Tuesday, May 13, 2025 | 12:00 pm - 1:00 pm Eastern
Atherton Union
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In this workshop, you’ll learn about:
- Types of tax income leading up to and in retirement
- How the tax system works so you can reduce your tax liability
- Opportunities to save valuable dollars in your retirement
Lunch will be provided. Those that attend will also be entered into a drawing for a $25 gift card.
Date
Tuesday, May 13, 2025
12:00 pm - 1:00 pm Eastern
Location
Atherton Union
Room 326
Space is limited; sign up now!
To view or cancel your registration, follow the link provided in your registration confirmation email.
LPL Financial Form CRS
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. Elements Financial Federal Credit Union and Elements Wealth Management
are not registered as a broker/dealer or investment advisor. Registered representatives of
LPL offer products and services using the name Elements Wealth Management and may also be employees of Elements Financial Federal
Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not
affiliates of Elements Financial Federal Credit Union or Elements Wealth Management. 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
- May Lose Value
Elements Financial 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 brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code for more detailed information.
