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.
SOCIAL SECURITY: 7 KEYS TO ENHANCING YOUR BENEFITS
Complimentary webinar hosted by Osaic Institutions, Inc.
Tuesday, August 4 at 12:00 pm
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. Learn to plan for your best, most active retirement.
Here’s what you’ll learn:
- Keys to understanding Social Security basics, including when to start taking benefits
- Keys that take a deeper dive into Social Security, such as working in retirement
- Keys to taking the next step by rethinking your retirement strategies
To register for this complimentary webinar, select the Register button below.
*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.
WILLS & TRUSTS 101
Complimentary webinar presented by The Hughes Law Firm
Wednesday, August 19, 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
Complimentary seminar hosted by Osaic Institutions, Inc.
Thursday, August 27 at 5:45 pm
Doors open at 5:30 pm
at Bellco’s Grand Junction 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 Michael Mullen and Justin Parks, 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, August 25 by calling 303-367-9768 or email us at jhostak.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.
Bellco is not responsible for the products and services provided by these vendors.