Planning for Retirement?

We invite you to join us this September at our Wealth Management Seminar. To RSVP for the event, fill out the form below to receive a confirmation email with all the details of the event.

  • Individuals will receive a $100 Gift Card for Attending

  • Advice from Industry Experts

  • Topics include: Retirement, 401k, Social Security & more

We will be hosting 3 different seminars on the following dates:

  • Wednesday, Sept. 14th in Pocatello

  • Wednesday, Sept. 21st in Idaho Falls

  • Wednesday, Oct. 19th in Arco

RSVP Form

How old are you? *
When do you plan to retire? *
If you have a 401k, is it: *
Have you started your Social Security benefits? *
Do you currently have a financial plan? *

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 Licenses affiliates. East Idaho Credit Union and East Idaho Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using East Idaho Wealth Management and may also be employees of East Idaho Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of East Idaho Credit Union or East Idaho 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