Ap Financial Planning
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Ap Financial Planning Ap Financial Planning
  • About Us
  • Services
  • Contact Us
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Virtual Financial Education Seminars

Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan. Attend as many virtual seminars 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 seminars:

August

August 16: Rethinking Diversification – 6:00 pm
August 23: Social Security and your Retirement – 6:00 pm
August 30: Understanding Medicare – 6:30 pm

September

September 6: The Return of Conservative Investing – 6:00 pm
September 13: Income for Life – 6:00 pm
September 29: The Three Transitions to Retirement – 6:00 pm

Check the background of our investment professionals on FINRA's BrokerCheck.

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. Educational Systems Federal Credit Union and Ap Financial Planning are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Ap Financial Planning, and may also be employees of Educational Systems Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Educational Systems Federal Credit Union or Ap Financial Planning. 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

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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 offers may be made or accepted from any resident of any other state.

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