Webinars

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

Income For Life
Wednesday, October 9th at 7:00pm CST

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

Reserve your virtual seat now

Social Security and Your Retirement
Monday, October 14th at 7:00pm CST

Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way - especially with how Social Security works.

Reserve your virtual seat now

Three Transitions to Retirement
Thursday, November 7th at 7:00pm CST

Your exciting 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.

Reserve your virtual seat now

Understanding Your Rollover Options
Tuesday, November 26th 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?

Reserve your virtual seat now

Understanding Medicare
Tuesday, December 3rd at 7:00pm CST

Medicare is a key part of planning your retirement journey. We're here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in the process.

Reserve your virtual seat now

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. 

LPL Financial Form CRS

 

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

 

627270