Red Canoe Financial Group

Virtual Seminars

Whether your retirement is right around the corner or a future goal you’re looking forward to, Red Canoe Financial Group is committed to helping you understand how to make the most of it. We offer several virtual seminars each year, covering topics from portfolio diversification and social security benefits to developing a retirement income plan. After you RSVP, you’ll be sent a secure link that you’ll use to access the seminar when it’s scheduled to begin.


Retirement Account Rollover Planning

Wednesday, June 8 @ 6:00 p.m. (PDT)

If you are preparing for retirement, or have recently changed jobs, you may need to make decisions about your retirement plan or pension. In this seminar, you’ll learn the options available and rules to follow.

RSVP


Transitioning Into Retirement

Wednesday, June 22 6:00 p.m. (PDT)

Are you ready to retire? We’ll help you understand the upcoming changes and provide info to prepare for this exciting next step. Gain clarity and confidence about your path towards retirement.

RSVP


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

The LPL 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.