COMPLIMENTARY SEMINAR
Saving for Retirement:
IRA need-to-knows
IRA need-to-knows
Tuesday, May 19, 2026
5:30 PM - 7:00 PM
Logix Toluca Lake
10064 Riverside Drive
Toluca Lake, CA 91602
(855) 564-4907
(Drinks and snacks provided!)
5:30 PM - 7:00 PM
Logix Toluca Lake
10064 Riverside Drive
Toluca Lake, CA 91602
(855) 564-4907
(Drinks and snacks provided!)
Income in retirement is now largely a personal responsibility. That’s why it’s vital that you have a solid understanding of IRAs, including contributions, rollovers, conversions, withdrawals, taxation, and legacy planning.
This seminar will help you understand the key aspects of IRAs so that you can have a productive discussion with a financial professional to create a sound retirement income plan.
This seminar will help you understand the key aspects of IRAs so that you can have a productive discussion with a financial professional to create a sound retirement income plan.
What You Will Learn:
✔ IRA rules
✔ Rollover services options
✔ Required minimum distribution (RMD) strategies
✔ How to make an IRA work for you in retirement
✔ Legacy planning
Limited Seating Available! Fill Out the Form Below to RSVP:
This seminar is for educational purposes only and will not provide individualized investment, legal, or tax advice.
The financial consultants of Logix Financial Services are registered representatives 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. Logix Federal Credit Union (LFCU) and Logix Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Logix Financial Services, and may also be employees of LFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of LFCU or Logix Financial 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
Logix Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) 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. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: CA.
LPL Financial CA Insurance Lic. #0518721
Logix Financial Services. CA Insurance License #0D64827
The financial consultants of Logix Financial Services are registered representatives 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. Logix Federal Credit Union (LFCU) and Logix Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Logix Financial Services, and may also be employees of LFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of LFCU or Logix Financial 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
Logix Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) 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. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: CA.
LPL Financial CA Insurance Lic. #0518721
Logix Financial Services. CA Insurance License #0D64827