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Seminars and Events

Tips to help you manage, plan, and invest.

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Annuities: An Important Piece of the Retirement Income Puzzle
This free, interactive seminar presented by Brighthouse Financial is designed to help you prepare for retirement and learn more about the benefits of including annuities in your retirement planning strategy. Ask questions from knowledgeable professionals and gain a deeper understanding into topics like:

  • Factors Challenging Retirement Planning
  • Annuities: A Closer Look
  • The Missing Piece for Today's Retirement Reality

 

Thursday, April 30 
6:00 p.m. Welcome and Refreshments
6:30 p.m. Seminar Begins
Sunmark Credit Union
1187 Troy Schenectady Road, Latham, NY 12110

REGISTER TO ATTEND

 

Brighthouse Financial is not affiliated with or endorsed by LPL Financial and Sunmark Wealth Management.

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

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

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.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.


LPL Financial Form CRS

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