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.

Income For Life

August 5, 2025 @ 6pm

You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?

This seminar will help you understand:
• Sources of retirement income you can rely on
• Retirement risks you face now
• Income strategies you should consider
• How you can use annuities to guarantee income for life

RESERVE YOUR VIRTUAL SEAT

The 3 Transitions to Retirement

August 5, 2025 @ 6pm

Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar.

This seminar will help you understand:
• More confidently address the financial, lifestyle and emotional transitions to retirement
• Guard against risks and manage the inevitable ones
• Gauge when you’re ready for retirement

RESERVE YOUR VIRTUAL SEAT

Rollover Planning

September 8, 2025 @ 6pm

Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.

This seminar will help you understand:
• Four major options for retirement plan balances when changing jobs
• Pros and cons of each options
• How a rollover works

RESERVE YOUR VIRTUAL SEAT

Redefining a Diversified Portfolio

September 22,2025 @ 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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Your 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 brokerage or 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. 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:

Not Insured by NCUA
or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union
Deposits or Obligations

May Lose Value

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.

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