Grow your knowledge about investing and planning with complimentary, educational events!
January 15, 2026
4:30 p.m. – 5:30 p.m.
Social Security can be confusing. How do you file? When do you file? Will there be anything left when you get to retirement? At this webinar, you’ll get those answers and more as you learn to confidently plan for the retirement you deserve.
February 19, 2026
4:30 p.m. – 5:30 p.m.
Planning for long-term care is one of the most important but overlooked parts of preparing for retirement. In this webinar, you’ll learn why it’s so crucial. Plus, we’ll go over a few strategies to help you pay for it if you need it!
March 19, 2026
4:30 p.m. – 5:30 p.m.
Imagine that perfect retirement. Even if it seems far away, it’s never too early to start planning for it. At this complimentary webinar, you’ll learn how to craft a plan to overcome obstacles, create income streams and make your dreams a reality.
Learn how to pick a Medicare plan that matches your needs in one of our free, educational workshops!
Get the tools you need to make wills, trusts and other estate planning documents that protect your family!
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Desert Financial Credit Union and Desert Financial Wealth Management are not registered brokers/dealers and are independent of Raymond James Financial Services.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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