Bellco makes a variety of events and educational seminars available to our local communities. Check out the seminars and webinars below to find one that interests you.
MAXIMIZE YOUR SOCIAL SECURITY RETIREMENT BENEFITS
Complimentary seminar hosted by Osaic Institutions, Inc.
Tuesday, April 14 at 6:30 pm
Doors open at 6:00 pm
at Bellco’s Brighton East Branch
Social Security continues to play a critical role in a retirement strategy. Is your strategy taking full advantage of what Social Security offers? Hosts Stephanie Gudka, Thomas Green, and Evan Sharpless, Financial Advisors with Osaic Institutions plus guest speaker Brad Angel, Senior VP with Fidelity will share their expertise on enhancing Social Security benefits. Enjoy complimentary food and drinks, and learn to plan for your best, most active retirement.
During the session, we’ll discuss topics including:
- Eligibility and options for you, your spouse, and other beneficiaries
- How your decisions can impact your spouse and other beneficiaries
- Factors to consider when deciding to take your benefits
- Opportunities to help fill your retirement income gap
RSVP by Monday, April 13 by emailing nfenster.bcufinancial@bellco.org to confirm your seat.
*Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and Bellco Credit Union (“Bellco”) are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of principal. The past performance of any investment product should not be considered an indication of future results. Insurance products may be purchased from a producer of your choice without affecting your relationship with Bellco. Bellco has contracted with Osaic Institutions to make non-deposit investment products and services available to credit union members. This event is for educational purposes. No specific securities will be offered.
MAXIMIZE YOUR SOCIAL SECURITY RETIREMENT BENEFITS
Complimentary seminar hosted by Osaic Institutions, Inc.
Wednesday, April 15 at 6:30 pm
Doors open at 6:00 pm
at Bellco’s Arvada Ridge Branch
Social Security continues to play a critical role in a retirement strategy. Is your strategy taking full advantage of what Social Security offers? Hosts Stephanie Gudka, Thomas Green, and Evan Sharpless, Financial Advisors with Osaic Institutions plus guest speaker Brad Angel, Senior VP with Fidelity will share their expertise on enhancing Social Security benefits. Enjoy complimentary food and drinks, and learn to plan for your best, most active retirement.
During the session, we’ll discuss topics including:
- Eligibility and options for you, your spouse, and other beneficiaries
- How your decisions can impact your spouse and other beneficiaries
- Factors to consider when deciding to take your benefits
- Opportunities to help fill your retirement income gap
RSVP by Monday, April 13 by emailing nfenster.bcufinancial@bellco.org to confirm your seat.
*Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and Bellco Credit Union (“Bellco”) are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of principal. The past performance of any investment product should not be considered an indication of future results. Insurance products may be purchased from a producer of your choice without affecting your relationship with Bellco. Bellco has contracted with Osaic Institutions to make non-deposit investment products and services available to credit union members. This event is for educational purposes. No specific securities will be offered.
WILLS & TRUSTS 101
Complimentary webinar presented by The Hughes Law Firm
Wednesday, April 22, 6:00 pm
It’s not too late to start estate planning. Join us for a FREE 60 minute webinar to reduce your stress and worries, protect your assets and income, and plan wisely for your loved ones. Learn to avoid probate, wills vs. trusts, power of attorneys to handle disability issues, and asset protection from long term care costs.
To register for this complimentary webinar, select the Register button below.
TURNS IN THE ROAD: NAVIGATING THROUGH STOCK MARKET TRANSITIONS
Complimentary seminar hosted by Osaic Institutions, Inc.
Wednesday, May 6 at 5:45 pm
Doors open at 5:30 pm
at Bellco’s Lone Tree Branch
Hosted by Wayne Bellinger III, Executive Financial Advisor with Osaic Institutions*, this presentation will provide you with support for investing in equities in the current climate, and will focus on:
- Transitions in the stock market
- Positioning for falling rates and inflation
- Maintaining a long-term perspective amid market volatility
RSVP by Tuesday, May 5 by calling 303-688-9886 or email us at mheckman.bcufinancial@bellco.org to confirm your seat.
*Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and Bellco Credit Union (“Bellco”) are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of principal. The past performance of any investment product should not be considered an indication of future results. Insurance products may be purchased from a producer of your choice without affecting your relationship with Bellco. Bellco has contracted with Osaic Institutions to make non-deposit investment products and services available to credit union members. This event is for educational purposes. No specific securities will be offered.
WILLS & TRUSTS 101
Complimentary webinar presented by The Hughes Law Firm
Wednesday, May 6, 6:00 pm
It’s not too late to start estate planning. Join us for a FREE 60 minute webinar to reduce your stress and worries, protect your assets and income, and plan wisely for your loved ones. Learn to avoid probate, wills vs. trusts, power of attorneys to handle disability issues, and asset protection from long term care costs.
To register for this complimentary webinar, select the Register button below.
UNDERSTANDING SOCIAL SECURITY RETIREMENT BENEFITS
Wednesday, May 13 at 6:00 pm
Doors open at 5:45 pm
at Bellco’s Aurora South Branch
Social Security continues to play a critical role in a retirement strategy. Is your strategy taking full advantage of what Social Security offers? Hosts Wayne Bellinger Jr. and Wayne Bellinger III, Executive Financial Advisors with Osaic Institutions*, will share seven keys to enhancing Social Security benefits. Enjoy complimentary food and drinks, and learn to plan for your best, most active retirement.
Here’s what you’ll learn:
- The history of Social Security
- How to determine your eligibility and manage taxation
- Whether you should keep working past retirement age
- How to plan for the next steps
RSVP by Tuesday, May 12 by calling 303-688-9886 or email us at mheckman.bcufinancial@bellco.org to confirm your seat.
*Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and Bellco Credit Union (“Bellco”) are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of principal. The past performance of any investment product should not be considered an indication of future results. Insurance products may be purchased from a producer of your choice without affecting your relationship with Bellco. Bellco has contracted with Osaic Institutions to make non-deposit investment products and services available to credit union members.
UNDERSTANDING SOCIAL SECURITY RETIREMENT BENEFITS
Thursday, May 14 at 6:00 pm
Doors open at 5:45 pm
at Bellco’s Smoky Hill Branch
Social Security continues to play a critical role in a retirement strategy. Is your strategy taking full advantage of what Social Security offers? Hosts Wayne Bellinger Jr. and Wayne Bellinger III, Executive Financial Advisors with Osaic Institutions*, will share seven keys to enhancing Social Security benefits. Enjoy complimentary food and drinks, and learn to plan for your best, most active retirement.
Here’s what you’ll learn:
- The history of Social Security
- How to determine your eligibility and manage taxation
- Whether you should keep working past retirement age
- How to plan for the next steps
RSVP by Tuesday, May 12 by calling 303-688-9886 or email us at mheckman.bcufinancial@bellco.org to confirm your seat.
*Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and Bellco Credit Union (“Bellco”) are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of principal. The past performance of any investment product should not be considered an indication of future results. Insurance products may be purchased from a producer of your choice without affecting your relationship with Bellco. Bellco has contracted with Osaic Institutions to make non-deposit investment products and services available to credit union members.
TURNS IN THE ROAD: NAVIGATING THROUGH STOCK MARKET TRANSITIONS
Complimentary seminar hosted by Osaic Institutions, Inc.
Wednesday, June 3 at 6:00 pm
Doors open at 5:45 pm
at Bellco’s Castle Rock Branch
Hosted by Wayne Bellinger III, Executive Financial Advisor with Osaic Institutions*, this presentation will provide you with support for investing in equities in the current climate, and will focus on:
- Transitions in the stock market
- Positioning for falling rates and inflation
- Maintaining a long-term perspective amid market volatility
RSVP by Tuesday, June 2 by calling 303-688-9886 or email us at mheckman.bcufinancial@bellco.org to confirm your seat.
*Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and Bellco Credit Union (“Bellco”) are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of principal. The past performance of any investment product should not be considered an indication of future results. Insurance products may be purchased from a producer of your choice without affecting your relationship with Bellco. Bellco has contracted with Osaic Institutions to make non-deposit investment products and services available to credit union members. This event is for educational purposes. No specific securities will be offered.
Bellco is not responsible for the products and services provided by these vendors.