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Review Day:

Retirement Review Day

Tuesday, July 9, 2019   |   9:00 am - 4:00 pm Eastern

Presented by Elements Wealth Management For SMC Corporation Members

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Financial advisor reviewing report with couple

As a follow up to our wealth management seminars, you can sign up for a 1:1 appointment with an Elements financial advisor to do a retirement readiness review. These 30 minute appointments allow discussion on retirement goals, investment vehicles, and overall financial advice.

Location

Lobby Room 4

Sign up online HERE!

This workplace workshop is open to employees of SMC Corporation. If you are interested in hosting this workshop at your organization, contact your Elements Relationship Manager today.

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.

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