Investment Services

Virtual Financial Educational Workshops

    

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Join an upcoming workshop from the comfort of your home or office, where a variety of topics are discussed to increase your financial awareness. Financial education is an important aspect of any long-term plan.

Upcoming Seminars

  •  May Virtual Seminars

    Three Transitions to Retirement
    May 20, 2024  |  6:00 PM CST

    Register Here

    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. A great first step in this journey is the Three Transitions to Retirement seminar.

    This seminar will answer your retirement questions and help you:

    •More confidently address the financial, lifestyle, and emotional transitions to retirement
    •Guard against risks and manage the inevitable ones
    •Gauge when you’re ready for retirement

  •  June Virtual Seminars

    Rollover Planning
    June 5, 2024  |  6:00 PM CST

    Register Here

    You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:

    Four major options for retirement plan balances when changing jobs

    •Pros and cons of each option
    •How a rollover works
    •And more

    Rethinking Diversification
    June 18, 2024  |  6:00 PM CST

    Register Here

    You’ll learn more about how retirement savers face new challenges and new ways to manage investment risk. You’ll learn the answers to your investment questions, including:

    •What is traditional portfolio diversification?
    •How has the investment landscape changed?
    •How can you achieve your goals with the least amount of risk?
    •How can new annuity options help you rethink diversification?

Please don't hesitate to reach out with any questions about the seminars or other financial matters.

Matthew Vickers

Matthew Vickers  |  LPL Financial Advisor
Matthew.Vickers@lpl.com

Located at:  Community 1st Credit Union
235 Richmond Ave.  -  Ottumwa, IA

Phone:  641.684.1114
Toll-Free:   866.360.5370  Ext: 1114

SCHEDULE AN APPOINTMENT

Check the background of investment professionals on FINRA’s BrokerCheck.

Tyler Sendejas

Tyler Sendejas  |  LPL Financial Advisor
Tyler.Sendejas@lpl.com

Located at:  Community 1st Credit Union
235 Richmond Ave.  -  Ottumwa, IA

Phone:  641.683.6424
Toll-Free:   866.360.5370  Ext: 6424

SCHEDULE AN APPOINTMENT

Check the background of investment professionals on FINRA’s BrokerCheck.

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. TruStage™ Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC,a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution.  All contracts and forms may vary by state and may not be available in all states or through all broker/dealers.

The financial professionals at C1st Investment Services are registered representatives with, and 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. Community 1st Credit Union and C1st Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using C1st Investment Services, and may also be employees of Community 1st Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community 1st Credit Union or C1st Investment Services. Securities and insurance offered through LPL or its affiliates are:

C1st Investment Services

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 offer 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 brokerage or advisor services. Please visit http://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.