Financial Partners Summit Club
Helping seniors live their best life
Retirement is just around the corner (or maybe already here!) and breezy days are ahead.
But slowing down? Not really.
Financial Partners Summit Club is here to support you and your loved ones in this new season from the good to the unexpected. This time of life is about planning that dream vacation, getting closer to family, finally dedicating time to hobbies you've always wanted to start — and more! While you're chasing and creating new goals, don't forget to plan for all of life's moments with the help of your Credit Union.
If you're over 55 and a Member of Financial Partners, there's no need to sign up—you're already in and can access these exclusive benefits:
- Financial planning with a Wealth Management specialist
- Inclusive insurance packages covering life, auto, pet insurance and more!
- Estate and trust planning services
- APEX Travel Rewards
- And much more!
Date: Thursday, September 26, 2024
Time: 5:00 pm PT
Financial Partners has teamed up with CPS Insurance Services to answer all your Medicare planning questions. Join this free educational virtual event to learn more about how to navigate Medicare enrollment, and what to consider if you're still using your employers healthcare insurance past the age of 65.
Can't make it? No worries - click the link below and we'll keep you in the loop for future events!
Medicare Virtual Event: This event is for educational purposes only, no plan information will be shared. For accommodations of persons with special needs at meetings, please call 949-691-1669. By calling us you will be directed to a licensed insurance agent. CPS Insurance Services, Inc. California Corporate License #0571612.
Wealth Management: Osaic Institutions, Inc. Member FINRA/SIPC. Financial Partners Wealth Management is a trade name of Financial Partners Credit Union. Osaic Institutions and Financial Partners Credit Union are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union affiliate. These products are subject to investment risk, including the possible loss of value.
CPS Insurance Services, Inc. California Corporate License #0571612: Financial Partners Credit Union is not liable for any tax, legal, or medical advice provided by CPS Insurance Services or its representatives. Users should consult qualified professionals for specific advice in these areas. FPCU is not responsible for decisions made based on information from CPS Insurance Services. Engaging with CPS Insurance Services is at the user's discretion, and FPCU assumes no liability for any related outcomes. CPS Insurance Services does not offer every plan available in your area. Currently they represent [11] organizations which offer [16] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
Partnership Insurance Agency: Insurance products are made available by Partnership Insurance Agency (PIA), LLC and underwritten by leading insurance companies. Not all applicants may qualify. This insurance is not a deposit and is not insured or guaranteed by Financial Partners Credit Union. Subject to change without notice. Partnership Insurance Agency (PIA), LLC is a wholly-owned subsidiary of Financial Partners Credit Union. Conditions, restrictions, and terms may apply. Insurance products available only to California residents. This is an Advertisement. Insurance Products are not insured by NCUA or any Federal Government Agency; are not a deposit of, or guaranteed by the Financial Partners Credit Union or any Financial Partners Credit Union Affiliate; and may lose value. Any insurance required as a condition of the extension of credit by Financial Partners Credit Union need not be purchased from our Agency but may, without affecting the approval of the application for an extension of credit, be purchased from an agent or insurance company of the customer's choice.
Navigator Lending Solutions, a Division of Land Home Financial Services, Inc. NMLS#: 1796: Financial Partners Credit Union is not liable for any tax or legal advice provided by Navigator Lending Solutions or its representatives. Users should consult qualified professionals for specific advice in these areas. FPCU is not responsible for decisions made based on information from Navigator Lending Solutions. Engaging with Navigator Lending Solutions is at the user's discretion, and FPCU assumes no liability for any related outcomes.