Educators Investment Services®
Solutions for every stage in life.
Educators Investment Services®
Educators Investment Services® provides access to the following products and services:
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Insurance Solutions:
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Investment Services:
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Preparing For Your Future:
Meet the Team
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Jon FioRito
Financial Advisor -
Josh Kassulke
Financial Advisor -
Andrew Due
Financial AdvisorEmail: Andrew.Due@LPL.com
Phone: 262.321.2727
LEARN MORE about andrew
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Cheryl Angelini
Sales AssistantI have been with Educators Credit Union for over 30 years and with Educators Investment Services for 24 years. I enjoy helping the members with their financial journeys. -
LindaJean Judicki
Program CoordinatorI have been with Educators Credit Union for nine years. I joined the Educators Investment Service team five years ago. I am very passionate about assisting the advisors as they help clients address their financial goals.
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Investment Services Interest Form
Upcoming Webinars1
Educators Investment Services® is hosting several upcoming webinars to help you learn more about financial planning. A full list of upcoming events is listed below. Space is limited, so be sure to sign up as soon as possible.
January 7th at 6 p.m. CST
Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.
- The rules for starting Social Security benefits
- How spouses coordinate their benefits
- Different things you can do to potentially increase your benefits
- Where Social Security fits into your retirement plans
January 21st at 6 p.m. CST
Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process.
- Key differences between Medicare parts A, B, C and D
- Tips for choosing your coverage
- How to enroll in Medicare
- How to plan your retirement income with health care costs in mind
February 11th at 6 p.m. CST
You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?
Join us for a virtual session that can help you set your financial direction and answer more of your questions:
- What sources of retirement income will you rely on?
- What retirement risks do you face now that you’re drawing on their savings?
- Which income strategies should you consider?
- How can you use annuities to guarantee income for life?
February 25th at 6 p.m. CST
Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar.
- More confidently address the financial, lifestyle and emotional transitions to retirement
- Guard against risks and manage the inevitable ones
- Gauge when you’re ready for retirement
March 4th at 6 p.m. CST
Often when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available.
In this session you will learn the answers to questions, including:
- Pros and Cons to leaving your money in the company plan
- Possible taxes or penalties we may face when moving money
- Options for moving it your new company plan
- Rolling it over to a personal IRA
March 18th at 6 p.m. CST
The virtual seminar will focus on taking control of your future through investing. You’ll also learn about:
- Key investment principles every woman should know
- Important opportunities like asset allocation
- Understanding investor behavior
- Differences between financial products like mutual funds and annuities
1There 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.
Investing involves risks including possible loss of principal.
Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.
About Educators Investment Services®
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Financial professionals and one-time transactional services
Whether you want hands-on advice or one-time assistance, our Financial Professionals can help you. Our Financial Professionals address your objectives and can set you on a path to help you work toward your goals. No matter your financial situation, you can rely on them for professional financial advice based on your unique needs.
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Retirement and Social Security planning
Whether you need advice on how to plan for your retirement forty years from now or how to make the best of your existing nest egg, our Financial Professionals can help you determine what earnings you can expect from Social Security, advise you on the more appropriate retirement savings account for you, project your estimated retirement income, and help you determine how much to withdraw.
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College planning
Whether you’re investing for yourself or your child, our Financial Professionals can help you manage your college savings. They can help you make sure your hard-earned dollars are invested in the appropriate place to help with the rising cost of tuition.
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Insurance advice
Find out which insurance policies are best suited to protect your family in the case of a loss or extended illness. From term to permanent, our Financial Professionals can help you find the insurance that can protect your family’s future.
Disclosures
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. Educators Credit Union and Educators Investment Services® are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Educators Investment Services®, and may also be employees of Educators Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Educators Credit Union or Educators Investment 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 | 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.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Your 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.
Tracking #:
566986-07-01