Upcoming Events

Elements Financial hosts financial wellness events for Genesys employees and their families. Mark your calendar for these events and find other opportunities to connect with your Elements team.

Genesys Exclusive Events

Workshop: Beginners Guide to Homebuying
Wednesday, July 12, 2023 | 12:00 pm - 12:45 pm Eastern
Online Webinar

Details

Download PDF
Couple moving into new home

In this workshop, you’ll learn about:

  • The costs associated with buying a home.
  • Pre-approval vs. pre-qualification.
  • The process of finding the best first home for your situation.

Attend for your chance to win a gift card!

Date

Wednesday, July 12, 2023
12:00 pm - 12:45 pm Eastern

Location

Online Webinar

Register

To view or cancel your registration, follow the link provided in your registration confirmation email.

Workshop: Family Dynamics and Your Finances
Tuesday, September 19, 2023 | 12:00 pm - 12:45 pm Eastern
Online Webinar

Details

Download PDF
A young family with their babies looking at bills.

In this workshop, you’ll learn about: 

  • How finances impact the relationships in your life
  • Strategies for discussing money with your kids
  • Tips for managing combined finances with a spouse

Attend for your chance to win a gift card!

Date

Tuesday, September 19, 2023
12:00 pm - 12:45 pm Eastern

Location

Online Webinar

Register

To view or cancel your registration, follow the link provided in your registration confirmation email.

Workshop: Planning for Retirement
Tuesday, November 14, 2023 | 12:00 pm - 12:45 pm Eastern
Online Webinar

Details

Download PDF
A couple piggybacking on the beach

Presented by Elements Wealth Management

In this workshop, you’ll learn about:

  • Factors that influence your retirement income needs
  • How Social Security plays a role in your retirement years
  • The differences between aggressive and conservative asset allocation

Attend for your chance to win a gift card!

Date

Tuesday, November 14, 2023
12:00 pm - 12:45 pm Eastern

Location

Online Webinar

Register

To view or cancel your registration, follow the link provided in your registration confirmation email.

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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