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Educators Investment Services®

Solutions for every stage in life.

Educators Investment Services®

Educators Investment Services® provides access to the following products and services:

Meet the Team

  • lpl

    Cheryl Angelini
    Sales Assistant

    Email: Cheryl.Angelini@LPL.com
    Phone: 262.884.6688
    I 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.
  • lpl

    LindaJean Judicki
    Program Coordinator

    Email: Linda.Jean.Judicki@LPL.com
    Phone: 262.321.4463
    I 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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Upcoming Webinars1,2

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.

June 18 at 6:00 P.M. CST

Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to risk losing it all.

Register Today

July 16 at 6:00 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.

REGISTER

July 23 at 6:00 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.

REGISTER

August 6 at 6:00 P.M. CST

You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?

REGISTER

August 20 at 6:00 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.

REGISTER

September 9 at 6:00 p.m. CST

Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.

REGISTER

September 16 at 6:00 p.m. CST

Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to risk losing it all.

Find out new ways of managing your investment risk with the Rethinking Diversification seminar.

REGISTER

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. 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®

  • Photo of the Educators Investment Services team

    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.

  • older couple sitting on couch

    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.

  • young woman with backpack

    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.

  • family sitting on chairs at meeting

    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

2Securities 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.

LPL Financial Form CRS

Tracking #:

566986-06-01