Learn new ways to manage investment risk

In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.

Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

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

You’ll find out more how retirement savers are facing new challenges, and the new ways to manage investment risk. You’ll learn the answers to your investment questions, including:

Rethinking Diversification

Tuesday, August 16th at 6:00 pm EST

You’ll learn the answers to your investment questions, including:

What is traditional portfolio diversification?

How has the investment landscape changed?

How can you achieve your goals with the least amount of risk?

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How can new annuity options help you rethink diversification?

RSVP now to register your virtual seat to Rethinking Diversification and learn new ways to manage investment risk!


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:

Social Security and your Retirement

August 23rd, 2022

Understanding Medicare

August 30th, 2022

The Return of Conservative Investing

September 6th, 2022

Income for Life

September 13th, 2022

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

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.