Check the background of investment professionals associated with this site on FINRA's 'BrokerCheck'.
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Social Security and Your Retirement
December 10, 2024 | Heritage Way Investment Insurance and Retirement Seminar
January 8, 2025
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!
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Understanding Medicare
December 10, 2024 | Heritage Way Investment Insurance and Retirement Seminar
January 21, 2025
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.
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Income for Life
December 10, 2024 | Heritage Way Investment Insurance and Retirement Seminar
February 12, 2025
You have have retirement goals and plans for their future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead.
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The Three Transitions to Retirement
December 10, 2024 | Heritage Way Investment Insurance and Retirement Seminar
February 26, 2025
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.
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Rollover Planning
December 10, 2024 | Heritage Way Investment Insurance and Retirement Seminar
March 12, 2025
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?
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Women and Investing - March 2025
December 10, 2024 | Heritage Way Investment Insurance and Retirement Seminar
March 26, 2025
There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement?
There is no cost and no obligation to attend these virtual seminars; however, space for these sessions is limited, so we urge you to make your reservations by registering for one of the sessions today. Please contact Pam Forte at 802.776.2190 with any questions about a virtual seminar or email her. We look forward to seeing you virtually.
These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor..
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. Heritage Family Credit Union and Heritage Way - Investments, Insurance, Retirement are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heritage Way - Investments, Insurance, Retirement, and may also be employees of Heritage Family Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heritage Family Credit Union or Heritage Way - Investments, Insurance, Retirement. 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 the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (Heritage Family Credit Union) provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Heritage Family Credit Union for these referrals. This creates an incentive for Heritage Family Credit Union to make these referrals, resulting in a conflict of interest. Heritage Family 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.
LPL Financial Form CRS
