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Wealth Management Events

Events and Webinars

Empower your future. Take advantage of our useful webinars to help improve your financial well-being.

The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire

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Date and Time
Tuesday, April 29, 2025
5:00 p.m. to 6:00 p.m.
45-minute webinar followed
by a 15-minute Q&A session

Offered by SAFE Financial Services

Location
Webinar
Register Now
Topics Covered
  • Timing your retirement and determining how much savings you might need
  • Maximizing your retirement savings strategy now and what to do as you approach retirement
  • What to expect from Social Security and how to build a retirement income stream
  • Factors, other than money, that can have a considerable effect on your retirement
Are you as prepared for retirement as you’d like to be? With longer life spans, increasing health care costs, and the diminishing role of traditional pensions, planning for retirement is more complex than ever. Choices made during the final decade of your career can deeply impact your retirement plan. Join our presentation to learn more.
 

 

About The Speakers

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Savannah Brown, CCUFC
Community Development Specialist, SAFE Credit Union
Savannah Brown, Financial Educator at SAFE Credit Union, has dedicated the last decade to perfecting her skills in the financial industry. She is driven to combine her extensive financial background and facilitation knowledge in order to create unique and informative experiences for the communities that she serves.  Always passionate about learning more, and then sharing with others; Savannah has had the privilege to work with numerous organizations to help increase their financial and professional wellbeing. When she is not enriching lives on the financial end, she is working out, staying active, and spends time practicing gratitude and mindfulness. 

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Larry Braley
VP Wealth Management, SAFE Financial Services

Larry Braley is a Financial Advisor, available through LPL Financial and Vice President of Wealth Management for SAFE Financial Services located at SAFE Credit Union. Larry specializes in retirement planning, business and non-profit organization retirement plans, wealth management & protection, long-term care insurance and life insurance. He holds the Series 24, 7, 63, 65 through LPL Financial and California Insurance Lic #0C13830 along with the AAMS (Accredited Asset Management Specialist), AIF (Accredited Investment Fiduciary) and the PPC (Professional Plan Consultant).
 

 

 

Financial Advisors are registered with, and 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. SAFE Credit Union and SAFE Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SAFE Financial Services, and may also be employees of SAFE Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SAFE Credit Union or SAFE Financial Services. Securities and insurance products 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
 

SAFE Credit Union provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay the financial institution for these referrals. This creates an incentive for the financial institution to make these referrals, resulting in a conflict of interest. SAFE Credit Union is not a current client of LPL for brokerage or advisory services. Please visit LPL Financial for more detailed information.

The LPL Financial registered representatives 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.

LPL Financial Form CRS

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