Understanding Your Federal Benefits - IN-PERSON FULL DAY SEMINAR hosted by WPCU Retirement Solutions

If you want to better understand your federal employee benefits program and learn to use your benefits more effectively to help you and your family, you should attend this informative and valuable program. Join us Tuesday, November 18th for a full-day seminar on Understanding Your Federal Benefits at Wright-Patt Credit Union in Beavercreek, OH. From 8:00 AM to 4:00 PM, we’ll dive into key topics like the Thrift Savings Plan (TSP) and other federal retirement benefits. This seminar qualifies as official retirement training for federal employees—submit OPM Form 71 to request approved absence. Take part in the discussion with Kaleb Baker, CFP®, CRPC®, Financial Advisor and his special guest Shawn McCoy, for the day to learn more about all of these topics: • Pension • Savings • Life Insurance • Social Security • Health Insurance • Disability • Long Term Care You’ll receive a high-quality workbook with all the information that’s presented during the session that will become a valuable reference source to you. The sessions will be presented by Shawn McCoy, who brings over 37 years of expertise in the financial services industry. For the past 15 years, Shawn has been dedicated to educating Federal employees on retirement planning, life insurance, health benefits, and other critical government programs through workshops and seminars held nationwide. His efforts have empowered over 38,000 Federal employees to make informed decisions about their financial futures. In addition, Shawn partners with financial advisors, providing them with the specialized knowledge required to better serve their federal employee clients. professional speaker with years of experience working with Federal employees and Federal benefits programs. We hope you can join us for this informative all-day event! SECURITIES AND ADVISORY SERVICES ARE OFFERED THROUGH LPL FINANCIAL (LPL), A REGISTERED INVESTMENT ADVISOR AND BROKER-DEALER (MEMBER FINRA https://www.finra.org / SIPC https://www.sipc.org). Insurance products are offered through LPL or its licensed affiliates. Wright-Patt Credit Union® and WPCU® Retirement Solutions ARE NOT registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using WPCU Retirement Solutions, and may also be employees of Wright-Patt Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wright-Patt Credit Union or WPCU Retirement Solutions. 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 Check the background of investment professionals associated with this site on FINRA’s BrokerCheck http://brokercheck.finra.org/.