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Belco Community Credit Union

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Belco Retirement & Investment Services

We can assist you with:

Money Management
Insurance Planning
401(k) Rollovers
Retirement Planning
Estate Conservation
Investment Planning
Business Planning
Education Planning

 

When you think about the future and retirement, are you excited or concerned?

Complimentary Virtual Financial Education Workshops

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

  • What are the benefits of rolling over a retirement plan to a personal IRA?
  • What are the pros and cons of leaving my money in the company plan when I change jobs?
  • What are the rules of the road for receiving Social Security?
  • How can you best maneuver through the rules of Medicare to plan for a successful retirement?
  • How can conservative investments help you face today’s economic risks?
  • What sources of income should you draw from and when?
  • How can you use annuities to guarantee income for life?
  • How does behavioral finance affect investment decision-making?

Women & Investing:  May 3, 6:30PM EST (Register)
Rollover Planning:  May 10, 6PM EST (Register)
The Three Transitions to Retirement:  May 17, 6PM EST (Register)
The Return to Conservative Investing:  June 14, 6PM EST (Register)
The Road to Retirement:  June 21, 6PM EST (Register)

Connect with Our Advisors

Jessica L. Aquiler, MBA
Financial Advisor
Jessica.Aquiler@lpl.com

Tristan Hill
Financial Advisor
Tristan.Hill@lpl.com

 

Patrick G. Heller, CRPC®
Financial Advisor
Patrick.Heller@lpl.com

 

 

 

Check the background of these investment professionals on FINRA’s BrokerCheck.

Initial consultations are offered at no cost or obligation to members of Belco Community Credit Union. Call (717) 720-6220 to start planning for tomorrow.

*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. Belco Community Credit Union (Belco) and Belco Retirement & Investment Services (BRIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BRIS, and may also be employees of Belco. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Belco Community Credit Union or Belco Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value
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.
The CFP® certification marks are not affiliated with LPL Financial. CHARTERED RETIREMENT PLANNING COUNSELOR (SM) and CRPC® are registered service marks of the College for Financial Planning.