Do you know your HSAs from your ESAs and your IRAs from your 401(k)s? If your response is “IDK,” read up on how these types of accounts can benefit your savings goals, or make an appointment with one of our representatives to learn more.
Wealth Management Seminar at Headquarters
Six Barriers to Investment Success:
Uncovering Your Behavioral Biases
Join our presentation to learn more about:
• Common Behavioral Biases
• How Biases Affect Our Decision Making Ability
• The Impact of Biases on Investment Portfolios
Wednesday, February 12th | 6:00pm – 7:00pm
Cobalt Credit Union Headquarters at 7148 Towne Center Pkwy | Papillion NE
Limited Seats Available. Reserve yours by Monday, February 10th.
A complimentary light meal will be provided.
Make your money earn its keep.
We want to make sure your investments are appropriate for your situation. Cobalt Wealth Management can help you with investment, insurance, retirement, estate and financial planning.
Want to learn more?
Contact LPL Financial Advisor Beverly Hobbs at 402.829.6345 or simply fill out the form below with a brief message of what you're interested in and click submit to receive a call back.
*Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Cobalt Credit Union and Cobalt Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NE, IA.
See how it all adds up.
Whether you’re saving for college, budgeting mortgage payments, or investing for retirement, our services will make planning easier.