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Everwise Investment Services

Seminars and Education

Financial decisions are important moves. The more info you have, the better off you'll be.

We offer free virtual workshops on a wide range of financial topics. Take part in as many as you want, so you can move forward with confidence.

No travel necessary

View our financial workshops from anywhere you have a computer, a mobile device, and online access.

Get smarter

It's easier to set a financial strategy when you have better understanding of a subject.

Important topics

Learn more about investing, saving, Social Security, and annuities.

Join an upcoming workshop from the comfort of your home or office, where a variety of topics are discussed to increase your financial awareness. Financial education is an important aspect of any long-term plan. Click on a workshop below to register.

All workshops take place on Tuesday evenings beginning at 6 p.m. (ET):

Upcoming workshops:

 

December 17 - Ready to understand Medicare better?

  • 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

 

Disclosures
 
This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. 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. CMFG Life and MEMBERS Life are stock insurance companies. 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.
 
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 affect 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.

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. Everwise Investment Services and Everwise Credit Union (Everwise) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Everwise Investment Services, and may also be employees of Everwise. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Everwise or Everwise Investment Services. Securities and insurance offered through LPL or its affiliates are:

Your credit union ("Everwise Credit Union") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Everwise Credit Union for these referrals. This creates an incentive for Everwise Credit Union to make these referrals, resulting in a conflict of interest. Everwise Credit Union is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf for more information.

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.

LPL Financial Form CRS.

Routing Number | 271291826