Webinars

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

The Road to Retirement
Tuesday, July 9th at 7:00pm CST

There's a big difference between not working and not worrying. But for millions of Americans, the worrying begins after the working ends. If you only have a hit-or-miss plan for generating retirement income, you may not enjoy the stress-free retirement journey you've worked so hard for. Don't let this happen to you. 

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Women and Investing
Tuesday, July 23rd at 7:00pm CST

There's no denying the facts: Women tend to live longer. As a woman, how do you know if you have saved enough for your retirement?

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Social Security and Your Retirement
Tuesday, August 13th 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.

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Three Transitions to Retirement
Tuesday, August 27th 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.

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Understanding Your Rollover Options
Tuesday, September 10th 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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Understanding Medicare
Tuesday, September 17th 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.

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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
Guaranteed

Not Credit Union
Deposits or Obligations

May Lose
Value

 

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