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Financial Services at Hudson Valley Federal Credit Union Upcoming Fall 2019
Financial Seminars

Social Security, Medicare & Retirement Planning

This dynamic and impactful seminar will help you understand how to leverage your retirement planning and get the most out of Social Security and Medicare benefits.  It’s never too early or too late to understand how these key factors can influence the quality of your retirement years.  Learn key facts and how to navigate the decisions surrounding these programs, including how benefits are calculated, what full retirement age is, and how to choose the right time to file. 

Tuesday, October 1, 2019
5:30-7:00 pm
Homewood Suites
180 Breunig Road, New Windsor
 
Thursday, October 10, 2019
5:30-7:00 pm
Hampton Inn
2361 South Rd, Poughkeepsie
 
Tuesday, October 22, 2019
5:30-7:00 pm
Delmater Inn Conference Center
6387 Mill Street, Rhinebeck
 
Thursday, October 24, 2019
5:30-7:00 pm
Homewood Suites
180 Breunig Road, New Windsor


Estate Planning & Trusts


Tuesday, October 15, 2019
5:30-7:00 pm
Hyatt
100 Westage Business Center Dr, Fishkill

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


Empowering the Female Investor


Tuesday, October 29, 2019
5:30-7:00 pm
Hampton Inn
2361 South Rd, Poughkeepsie

All seminars are free but seating is limited. To RSVP, call 845.463.3366 or send an email to support@hvfcufinancialservices.com.
 

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

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 risks including possible loss of principal.
Supervisory Office:
Chris Cantele, HVFCU Financial Services located at Hudson Valley Federal Credit Union,
9 Mall Plaza
1810 South Road, Suite 121

Wappingers Falls, NY 12590
845.463.3366, (fax) 845.463.4172
email: christopher.cantele@lpl.com

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA /SIPC. Insurance products offered through LPL financial or its licensed affiliates. Hudson Valley Federal Credit Union and HVFCU Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.

Not NCUA/NCUSIF insured. No credit union guarantee. May lose value.

The LPL Financial registered representatives associated with this site may only discuss and / or transact securities business with residents of the following states: AZ,AK,CA,CO,CT,DE,FL,GA,IL,IN,KY,LA,ME,MD,MA,MN,NE,NV,NH,NM,NJ,NY,NC,OH,OR,PA,RI,SC,TN,TX,UT,VT,VA,WA,WI.

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