Chartway will NEVER contact you directly and ask for specific confidential information (login credentials, PIN, card number, etc.). Be aware of fraudulent text and phone scams and take extra precaution. If you are contacted unprompted, please call us at (800) 678-8765. We are here to help keep your accounts safe.
The Chartway Investment Services program located at Chartway Credit Union is offered through LPL Financial.*
Are you concerned you aren’t saving enough for retirement? Don’t know where to start? We have financial professionals on-hand to help demystify your finances and help get you on the right track. LPL Financial Advisors can help you plan for your future by working with you to develop a personalized financial strategy, including saving for a child’s education, paying down debt, and more. We also have a number of financial planning tools that could help you pursue your goals.
Financial Professional Services include: Money and Investment, Education Planning, Insurance Planning, Estate Conservation, 401(k) Planning, Retirement Planning, Business Planning
6PM EST (5PM CST) on October 24th, 2023, on Zoom
The seminar will focus on the importance of taking control of your own future through investing. You’ll also learn about:
6PM EST (5PM CST) on November 7th, 2023, on Zoom
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:
6PM EST (5PM CST) on December 19th, 2023, on Zoom
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. Here’s an opportunity to attend a valuable educational seminar on this important topic.