UCU WM logo


Wealth Management Seminars


Virtual Financial Education Workshops

Below is a list of upcoming no-cost virtual workshops on various topics related to wealth management.

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.

Attend as many virtual workshops as you like. You’ll learn the answers to questions, including:

  • The important rules of the road for receiving Social Security.
  • How can conservative investments help you face today’s economic risks?
  • What sources of income should you draw from and when?
  • How to use annuities to guarantee income for life.
  • How does behavioral finance affect investment decision-making?


Upcoming workshops:

07/17/2024 Time (6:00 PM EST) Social Security & Your Retirement (Link)
07/24/2024 Time (6:00 PM EST) Medicare (Link)
08/07/2024 Time (6:00 PM EST) Income For Life (Link)
08/20/2024 Time (6:00 PM EST) The 3 Transitions to Retirement (Link)
09/03/2024 Time (6:00 PM EST) Rollover Planning (Link)
09/10/2024 Time (6:00 PM EST) Rethinking Diversification (Link)


Space is limited, so I urge you to make your reservations today. Give me a call at 207-889-8233 or contact me by email at p.freiwald@lpl.com with any questions about the virtual workshops.

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. Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to risk, and may lose value. This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.

BrokerCheck by FINRA

LPL Financial Form CRS

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. University Credit Union and UCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UCU Wealth Management, and may also be employees of University Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, University Credit Union or UCU Wealth Management. Securities and insurance offered through LPL or its affiliates are:


Not Insured by NCUA or Any Other Government Agency

Not Credit Union

Not Credit Union
Deposits or Obligations

May Lose Value

The LPL Financial registered representative 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.

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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.