Women and Investing

There’s no denying the facts: Women tend to earn less than men and live longer than men. If you’re a woman who would like to retire one day, you may need to save more and invest more than men.

Prepare to Plan with The Summit’s Retirement & Investment Services

Do you want to become a successful lifelong investor? You can start now. This seminar will focus on the importance of taking control of your own future through investing.

Women and Investing

December 6th, 2022 at 5:30 pm EST

Together, we will address key concepts, including:

Investment principles every woman should know

Important opportunities like asset allocation

Understanding investor behavior

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Differences between financial products like mutual funds and annuities

RSVP now to save your virtual seat!

Looking for more webinars and ways to plan with The Summit’s Retirement & Investment Services?

Here are some upcoming webinars you won’t want to miss:

Women & Investing

December 6, 2022 at 6:30pm

A Clear Direction on the Road to Retirement

December 13, 2022 at 6:00pm

Please contact Ellen Harnischfeger, The Summit Federal Credit Union’s Retirement & Investment Services Manager at (585) 453-7230 or email e.harnischfeger@lpl.com with any questions.

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

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.

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.