We believe financial education is the key to financial health. Check out our investment and financial planning educational resources below.

WEBINARS

Wealth Management: Meet and Greet

Wednesday, April 1st 8:30 A.M. - Thursday, April 30th 4 P.M.

RECEIVE $25* FROM iTHINK FINANCIAL FOR MEETING WITH AN iTHINK WEALTH MANAGEMENT** FINANCIAL PROFESSIONAL OFFER VALID 04/01/26 - 04/30/26

Learn more about this service at any one of the complimentary member Meet and Greets from 8:30 a.m. to 4:00 p.m. at the following branch locations:

Georgia

Jasper: Wednesday, April 1
Kennesaw: Tuesday, April 7
Marietta: Wednesday, April 15
Roswell: Friday, April 17
Morrow: Monday, April 20
North Atlanta: Thursday, April 23

Register for Georgia Here

South Florida

Royal Palm Beach: Thursday, April 2
North Ft. Lauderdale: Friday, April 3
Boca Raton: Wednesday, April 8
West Palm Beach: Thursday, April 9
Boynton Beach: Friday, April 10
Delray Beach: Wednesday, April 15
Palm Beach Gardens: Friday, April 24

Register for South Florida Here

Treasure Coast

Sebastian: Tuesday, April 7
Fellsmere: Thursday, April 9
Vero Airport: Tuesday, April 14
St. Lucie West: Wednesday, April 15
Vero Beach: Thursday, April 16
Hutchinson Island: Tuesday, April 21
Fort Pierce: Thursday, April 23
Stuart: Tuesday, April 28
Tradition: Thursday, April 30

Register for Treasure Coast Here

Sign up for iTHINK Wealth Management's newsletter:

Contact iTHINK Senior Program Coordinator

Nancy-Smith-

Nancy Smith

nancy.e.smith@lpl.com
Phone: 561.982.4719

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. iTHINK Financial Credit Union and iTHINK Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using iTHINK Wealth Management and may also be employees of iTHINK Financial Credit Union. These products and services are being offered through LPL, or its affiliates, which are separate from and not affiliates of iTHINK Financial Credit Union or iTHINK Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or any Other Government Agency Not Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay 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 or licensed. No offers may be made or accepted from any resident of any other state.

 

Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for Financial Institution to make these referrals, resulting in a conflict of interest. The Financial institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

 

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