Free Financial Seminars


Your Trusted Financial Guide

Achieve Credit Union and Achieve Wealth Management, a division of Achieve Credit Union, are dedicated to teaching financial literacy in our community - from everyday budgeting to retirement investing.


Upcoming Free Seminars

Retirement Planning (At Any Age)
Hosted by Achieve Wealth Management

When: Tuesday, March 19

Morning Session - 10:00am - 11:00am
Evening Session - 6:00pm - 7:00pm

Where: Achieve Credit Union, 340 Griswold Rd, Elyria

About this Seminar:

Learn from Josh Lorek, a Certified Financial Planner at Achieve Wealth Management with 27 years of experience, about how you can place yourself on the path toward a successful retirement planning strategy in today’s market.

Choose to attend either the morning session or the evening session.

Enjoy delicious complimentary refreshments and special door prizes.

Seating is limited, so reserve your spot now!


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Register for a seminar at any Achieve CU Branch.
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Call (440) 324-3400 to reserve your spot by phone.
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Disclosures

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Achieve Credit Union and Achieve Wealth Management ARE NOT registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Achieve Wealth Management, and may also be employees of Achieve Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of, Achieve Credit Union or Achieve Wealth Management. 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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