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:
Upcoming Webinars
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.
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HOW TO WEATHER A BEAR MARKET
October 5 at 6 p.m. CST
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.
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SOCIAL SECURITY AND YOUR RETIREMENT
October 17 at 6 p.m. CST
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security?
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UNDERSTANDING MEDICARE
October 27 at 5:30 p.m. CST
Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Here’s an opportunity to attend a valuable education seminar on this important topic.
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THE RETURN OF CONSERVATIVE INVESTING
November 1 at 6 p.m. CST
Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.
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INCOME FOR LIFE
November 10 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)?
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THREE TRANSITIONS TO RETIREMENT
November 14 at 6 p.m. CST
Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.
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WOMEN AND INVESTING
December 6 at 5:30 p.m. CST
Do you want to become a successful lifelong investor? You can start now, by attending this valuable educational seminar on this important topic, at no cost and no obligation.
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THE ROAD TO RETIREMENT
December 13 at 6 p.m. CST
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.
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
1Securities 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.
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.
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.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Tracking #: 1-05309956