Free Planning for Retirement Seminar
Wednesday October 23, 2024
6:00 pm - 7:00 pm
ECSFCU Branch: 1069 Graves Avenue, El Cajon, CA 92021

Come join us to listen to a presentation given by Raymond K. Dexter who is a CFP® professional and Branch Manager at LPL Financial in La Mesa. Ray has over 30 years of experience working with retirees, educators, classified employees and nonprofit organizations. 

In this presentation Ray will cover topics such as: 

* Setting a realistic budget 

* Reviewing income and expenses 

* Maximizing Social Security benefits 

* Estimating retirement expenses 

Whether you’re just starting to think about retirement or are nearing retirement age, this seminar will provide valuable insights tailored to your needs. At the end of the presentation, there will be a question and answer session. This will be an opportunity for you to ask any questions you may have or to seek further information on the topics discussed.

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

• Not Credit Union Guaranteed
• May Lose Value
• Not Insured by NCUA or Any Other Government Agency
• Not Credit Union Deposits or Obligations