Evolving Investment Strategies for Every Life Stage
To sign up for a UMassFive Wealth Management workshop, please click on the date and fill out the form.
Join your Wealth Advisor, Aimee Marden, along with Phil Hahn from Security Investment, for a webinar focused on investing.
During this session, we’ll explore how investment strategies can evolve to support your financial goals at every stage of life. From building a strong foundation in early adulthood to growing wealth during peak earning years and preserving assets in retirement, this session will help you align your portfolio with your changing priorities and risk tolerance. Learn key concepts such as diversification, asset allocation, and long-term planning to make informed decisions that reflect where you are and where you want to go financially.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
LPL Financial Form CRS
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. UMassFive College Credit Union and UMassFive Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UMassFive Wealth Management, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UMassFive College Credit Union or UMassFive 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 |
UMassFive College Federal Credit Union (“UMassFive”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay UMassFive for these referrals. This creates an incentive for UMassFive to make these referrals, resulting in a conflict of interest. UMassFive 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 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.