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ALEC Wealth Management is coming to Worcester, MA!

ALEC Wealth Management invites you to attend our
Retirement Planning Seminar
Tuesday, March 3rd
12:00 - 1:00 pm ET
Large Innovation Space
This is a hybrid seminar held both on Teams & in-person.
This seminar will cover the following:
  • How to build a retirement road map.
  • Influences on retirement timing & longevity.
  • Retirement budgeting with inflation & taxes.
  • How to use IRAs & 401(k)s.
Our Financial Advisor, Rob Likus, will also be taking private, no-fee, no-obligation appointments for investment consultations.
Tuesday, March 3rd
9:00 – 11:00 am & 1:30 – 5:00 pm  ET
Conference Room 1016
Wednesday, March 4th
9:00 am – 2:00 pm ET
Conference Room 1017

We're pleased to offer this valuable opportunity to meet face-to-face with an experienced advisor who can assess your current portfolio, review your financial goals, and answer questions specific to your needs. Our ALEC Wealth Management program exists to help you gain clarity about your financial strategy and feel confident about your long-term plans.

Please fill out the form below to request an appointment:
Preferred Time

Your Credit Union (“ALEC”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay ALEC for these referrals. This creates an incentive for ALEC to make these referrals, resulting in a conflict of interest. ALEC is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosure.html for more detailed information.

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. ALEC and ALEC Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ALEC Wealth Management, and may also be employees of ALEC. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ALEC or ALEC 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 of licensed. No offers may be made or accepted for any resident of any other state.