Retirement & Investment Services
The Chartway Retirement & Investment Services program located at Chartway Federal Credit Union is offered through LPL Financial.*
Building a Brighter Future
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
* Chartway Retirement & Investment 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. Chartway Federal Credit Union and Chartway Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Chartway Retirement & Investment Services, and may also be employees of Chartway Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of, Chartway Federal Credit Union or Chartway Retirement & Investment Services. Securities and insurance offered through LPL are:
Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
Our Financial Professionals
Stephen Noffsinger
Raby Rd Branch
5670 Raby Rd
Norfolk, VA 23502
(757) 502-8618 Ext.12217
Kaedan Rivera
Murray Branch
5338 South College Dr
Murray, UT 84123
(435) 833-7233
Retirement & Investment Webinars
Three Transitions to Retirement
6PM (5PM CST) on May 9th, 2023 at Zoom
Presented by, Joshua E. Taylor from CUNA Mutual Group. You’ll find out more about the transitions you will face during retirement and how you can better prepare for this new life. You’ll learn the answers to your Retirement questions, including:
- How to confidently address the financial, lifestyle and emotional transitions to retirement
- How to guard against risks and manage those that are inevitable
- Whether you are ready for retirement
Income For Life
6PM EST (5PM CST) on May 23rd, 2023 on Zoom
Presented by, Joshua E. Taylor from CUNA Mutual Group. You’ll find out more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:
- What sources of retirement income will you rely on?
- What retirement risks do you face now that you’re drawing on their savings?
- Which income strategies should you consider?
- How can you use annuities to guarantee income for life?
Social Security & Your Retirement
6PM EST (5PM CST) on April 11th, 2023, on Zoom
Presented by, Josh Taylor from CUNA Mutual Group. 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.