Webinars

At Barksdale Investment Services we are your financial partner for life. Through every chapter, we will be there!

The Return of Conservative Investing
Tuesday, October 10 at 7:00pm CST

Market volatility. Low-interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this seminar, you'll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.

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Income For Life
Thursday, October 26 at 7:00pm CST

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about yout 401(k)?

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Women & Investing
Wednesday, November 1 at 7:00pm CST

There's no denying the facts: Women tend to earn less than men and live longer than men. If you're a woman who would like to retire one day, you may need to save more and invest more than men.

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Social Security and Your Retirement
Tuesday, November 21 at 7:00pm CST

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security?

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Understanding Your Rollover Options
Tuesday, December 5 at 7:00pm CST

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? What are your options, and how can your decision impact your long-term retirement savings?

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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 affect some of the strategies. Investing involves risk including possible loss of principal.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and 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.

Barksdale Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Barksdale Federal Credit Union for these referrals. This creates an incentive for Barksdale Federal Credit Union to make these referrals, resulting in a conflict of interest. Barksdale Federal Credit Union is not a current client of LPL for advisory services.

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

 

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