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

Income For Life
Tuesday, May 9 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 your 401(K)?

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Three Transitions to Retirement
Tuesday, May 23 at 7:00pm CST

Are you ready to retire? You might be prepared for the financial transition, but you'll experience the lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for the exciting season of your life. Working together, we'll gain clarity and confidence about your path to retirement.

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Rollover Planning
Tuesday, June 6 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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Women and Investing
Tuesday, June 20 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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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.

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

Not Credit Union
Deposits or Obligations

May Lose