Event | Financial Planning

Basics of Retirement Planning Webinar

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What will it take to finance your retirement dreams? The answer to that question is as unique as an individual fingerprint. In this complimentary workshop, you'll learn about the various factors that influence how much you may need in retirement, including your retirement goals, age, distribution timing for specific income sources and more.

Presented by Jeff Petronack, Wealth Advisor - CFP®, RICP®

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

This presentation was created for educational and informational purposes only and is not intended as tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice must be obtained on your own separate from this educational presentation.

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

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

 

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Event | Financial Planning

Basics of Retirement Planning Webinar

Date
Thursday, May 15, 2025
Time
11:00 AM - 12:00 PM CT