Keesler Financial Group

Financial Planning Webinars

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Keesler Financial Group 2024 Webinar Series

Keesler Financial Group is hosting a series of no-cost, no-obligation financial planning webinars throughout 2024. These informative discussions cover a wide range of topics vital to maintaining long-term financial stability.

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Webinar Registration Information

All webinars will be held virtually via ZOOM, a popular online conferencing platform that allows the user to view the presenter and the seminar materials online in real-time.

After registering, you will be sent a confirmation email along with a reminder just prior to the event. You will also be able to add this to your calendar.

If you have any questions, please call Keesler Financial Group at 1-888-533-7537 ext. 4100 or email us here.

For detailed instructions on using ZOOM on your desktop computer or on a mobile device, click here.
June Webinars July Webinars August Webinars September Webinars

June Webinars

Rethinking Diversification

Tuesday, June 18, 6pm Central

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.

Register Here

July Webinars

Social Security and Your Retirement

Tuesday, July 16, 6pm Central

Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.

Register Here

Understanding Medicare

Tuesday, July 23, 6pm Central

Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence

Register Here

August Webinars

Income for Life

Tuesday, August 6, 6pm Central

You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress? Join us for this exclusive seminar as a leading financial professional dives deep into ways to build wealth and income for life.

Register Here

Three Transitions to Retirement

Tuesday, August 20, 6pm Central

Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement.

Register Here

September Webinars

Rollover Planning

Monday, September 9, 6pm Central

Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.

Register Here

Rethinking Diversification

Monday, September 16, 6pm Central

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.

Register Here

Disclosures

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risk including possible loss of principal.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.

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

Keesler Federal is not responsible for the content or any transactions you may enter into as a result of following website links. When accessing the Keesler Financial Group link, you are leaving our website. Their website is not controlled by our privacy and security policies and may or may not have adequate protection. We encourage you to review their policies before giving any personal 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.

Keesler Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Keesler Federal Credit Union for these referrals. This creates an incentive for Keesler Federal Credit Union to make these referrals, resulting in a conflict of interest. Keesler Federal Credit Union 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.

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