Bellco makes a variety of events and educational seminars available to our local communities. Check out the seminars and webinars below to find one that interests you.
SOCIAL SECURITY:
7 KEYS TO ENHANCING YOUR BENEFITS
Complimentary seminar presented by Osaic Institutions, Inc
Thursday, April 17 at 5:30 PM
Social Security continues to play a critical role in a retirement strategy. Is your strategy taking full advantage of what Social Security offers? Host Mike Mullen, Executive Financial Advisor with Osaic Institutions*, will share seven keys to enhancing Social Security benefits. Enjoy light refreshments, and learn to plan for your best, most active retirement.
RSVP by Wednesday, April 16 by calling 303-367-9768 or email us at
jhostak.bcufinancial@bellco.org to confirm your seat.
*Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and Bellco Credit Union (“Bellco”) are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of principal. The past performance of any investment product should not be considered an indication of future results. Insurance products may be purchased from a producer of your choice without affecting your relationship with Bellco. Bellco has contracted with Osaic Institutions to make non-deposit investment products and services available to credit union members.
TURNS IN THE ROAD:
NAVIGATING THROUGH MARKET TRANSITIONS
Wednesday, April 23 at 6:15 PM
at Bellco’s Castle Rock Branch
Hosted by Wayne Bellinger III, Executive Financial Advisor with Osaic Institutions*, this presentation will provide you with support for investing in equities in the current climate, and will focus on:
- Transitions in the market
- Positioning for falling rates and inflation
- Maintaining a long-term perspective amid market volatility
Doors open at 6:00 PM. Light refreshments will be provided.
RSVP by Tuesday, April 22 by calling 303-688-9886 or email us at
mheckman.bcufinancial@bellco.org to confirm your seat.
*Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and Bellco Credit Union (“Bellco”) are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of principal. The past performance of any investment product should not be considered an indication of future results. Insurance products may be purchased from a producer of your choice without affecting your relationship with Bellco. Bellco has contracted with Osaic Institutions to make non-deposit investment products and services available to credit union members.
SOCIAL SECURITY: THE CHOICE OF A LIFETIME
Seminars on May 6, 7 & 8
Join hosts Wayne Bellinger, Jr., Executive Financial Advisor and Rennie Tucker-Meuse, Financial Advisor, with Osaic Institutions* to learn how Social Security plays a critical part in any retirement strategy and how the choices you make can affect your income in retirement.
Choose from the following dates and locations:
Tuesday, May 6 from 6:00–7:00 PM
at Bellco’s Aurora South Branch.
Wednesday, May 7 from 6:00–7:00 PM
at Bellco’s Smoky Hill Branch.
Thursday, May 8 from 5:30–6:30 PM
at Bellco’s Englewood Branch.
Here’s what you’ll learn:
- What Social Security offers
- How working in retirement could impact your benefits
- How you can integrate Social Security into your comprehensive retirement plan
Doors open 15 minutes prior to the seminar. Light refreshments will be provided.
RSVP by Monday, May 5 by calling 303-627-4959 or email us at
jbinder.bcufinancial@bellco.org to confirm your seat.
*Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and Bellco Credit Union (“Bellco”) are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of principal. The past performance of any investment product should not be considered an indication of future results. Insurance products may be purchased from a producer of your choice without affecting your relationship with Bellco. Bellco has contracted with Osaic Institutions to make non-deposit investment products and services available to credit union members.
Bellco is not responsible for the products and services provided by these vendors.
