Wealth Management Seminars
Join us for an educational seminar in-person!
Social Security & Your Retirement, and Understanding Medicare
Where: Jeff's Catering, 15 Littlefield Rd, Brewer, ME
When: Wednesday, May 13th, 2026
- 5:30 Registration
- 6:00 Event Begins; Social Security & Your Retirement
- 6:45 Q & A, Intermission
- 7:00 Understanding Medicare
- 7:45 Q & A, Event conclusion
Speaker: Travis Stanley, Trustage
Hosted by: Trish Freiwald, UCU Wealth Management
RSVP: With the form below, or call 800.696.8628.
Social Security & Your Retirement
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. Join us for a no-cost, no-obligation seminar that will answer your Social Security questions and discuss routes you can take to get the most out of your benefits. Find out how to set a clear direction on your road to retirement.
Understanding Medicare
Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is one more step in an already confusing process. If you are retired or nearing retirement, you have probably considered the role Medicare will play in your future. Join us for an informational seminar that can help answer your questions.
Trish Freiwald is a registered representative 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. 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, 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 guaranteed | Not credit union deposits or obligations |
May lose value |
TruStage™ is the marketing name for TruStage Financial Group, Inc. its subsidiaries and affiliates, these entities and Travis Stanley are not affiliated with LPL Financial. 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. 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.
Some products discussed in this seminar are annuities and are sold by prospectus. Annuities are long-term insurance products designed for retirement purposes. Many variable annuities offer four main features: (1) a selection of investment options, (2) tax-deferred earnings accumulation, (3) guaranteed lifetime payout options, and (4) death benefit options. Before investing, you should consider the annuity’s investment objectives, risks, charges and expenses. The prospectus contains this and other information. Please read it carefully. To obtain a prospectus, contact your advisor, log onto membersproducts.com, or call 888.888.3940. This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial professional.
Virtual Financial Education Workshops
Join a virtual 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 virtual workshops:
Social Security & Your Retirement
April 28 - 6:00 PM EST
Understanding Medicare
May 12 - 6:00 PM EST
Income for Life
June 3 - 6:00 PM EST
Rollover Planning
June 24 - 6:00 PM EST
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.
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
Guaranteed
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.
