Beacon Investment Services
Were you aware that the Beacon Investment Services, located at Beacon Credit Union, makes available to members the following services and programs?
Tiffany Haupert
CFP®, Financial Advisor
(260) 563-7443,
ext. 2038
CONTACT US
Matthew Anderson
Financial Advisor
(260) 563-7443,
ext. 6416
CONTACT US
Hosted by: Tiffany Haupert and Matthew Anderson, Financial Professionals with Beacon Investment Services; Justin Schuhmacher, Partner at Indiana Estate & Elder Law; and Dave Danubio, Regional Vice President at TruStage.
When (attend one or all):
Tuesday, September 22nd, 6:00 pm – Understanding Social Security
Wednesday, September 23rd, 6:00 pm – Understanding Medicare
Tuesday, September 29th, 6:00 pm – Estate Planning, Medicaid Protection Planning
Where:
Charley Creek Inn – The Big Four Ballroom
111 West Market St. • Wabash, IN 46992
Dinner & dessert will be provided. Additional guests are welcome, but we ask that this event remain adults only.
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. Indiana Estate & Elder Law Partner, Justin Schuhmacher and TruStage are not affiliated with or endorsed by LPL Financial and Beacon Investment Services.
Beacon 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.
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. Beacon Credit Union and Beacon Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Beacon Investment Services, and may also be employees of Beacon Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Beacon Credit Union or Beacon Investment Services. Securities and insurance offered through LPL or its affiliates are:
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.
Your Credit Union (“Beacon Credit Union”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Beacon Credit Union for these referrals. This creates an incentive for Beacon Credit Union to make these referrals, resulting in a conflict of interest. Beacon Credit Union is not a current client of LPL for advisory services.