Seminars and Events

Join us for one of our seminars on investments and retirement! We host seminars regularly covering a range of topics with subject-matter experts so you can feel confident and informed about your retirement and investment decisions.

Seminar Series events are 100% complementary and open to the public, but reservations are required.

Explore upcoming events and reserve your spot below.

We will update this page with the next round of seminars soon.

Rollover Planning

June 10, 2025 @ 6pm

You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:

Four major options for retirement plan balances when changing jobs
Pros and cons of each options
How a rollover works
And more

RESERVE YOUR VIRTUAL SEAT

Lunch and Learn : The 3 Transitions to Retirement

June 13, 2025 at noon - Mequon

Your exciting next chapter is just around the corner — are you prepared? Retirement brings a series of financial, lifestyle, and emotional transitions, but you don’t have to navigate them alone.

Join Tom Binversie, Vice President, Wealth Management, KCU Investment & Retirement, as he discusses the key phases of retirement and shares practical strategies to help you feel confident and in control of your future.

Enjoy a complimentary light lunch while gaining valuable insights in a relaxed and engaging setting.

SIGN-UP FOR THIS LIVE EVENT

Redefining a Diversified Portfolio

June 24,2025 @ 6pm

Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to risk losing it all.

This seminar will help you understand:
• What traditional portfolio diversification is
• How the investment landscape changes
• How you can achieve your goals with minimal risk
• How new annuity options help you rethink diversification

RESERVE YOUR VIRTUAL SEAT

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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. Kohler Credit Union and KCU Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using KCU Investment & Retirement Services, and may also be employees of Kohler Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kohler Credit Union or KCU Investment & Retirement Services. Securities and insurance offered through LPL or its affiliates are:

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