Wealth Management Insights

Available through LPL Financial (LPL)

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Learning and insights for your financial journey

Explore upcoming seminars, watch past webinar recordings, and stay informed with our Wealth Management newsletters.

Register for an upcoming seminar

We invite you to join us for our upcoming complimentary seminar held at one of two sessions.

Seminar: “Understanding Social Security Retirement Benefits"

WM-Calendar-time.png Date: Tuesday, May 12, 2026
Session 1: 12:00 PM | Thousand Oaks Branch
Session 2: 5:00 PM | VCCU Headquarters in Ventura

Register below and select which session you would like to attend.


Register Here
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wealth Management Newsletters

View past webinar recordings

3/19/2026 | Washington Policy Update and Planning Considerations

Get in touch

We’re here to help! From reviewing your portfolio to assessing your short‑ and long‑term financial goals. Schedule your complimentary no-obligation review or contact your advisor today!

Contact Us

VCCU is a full-service, Southern California credit union with branches in Ventura, Port Hueneme, Oxnard, RiverPark, Camarillo, Thousand Oaks, Simi Valley and Moorpark. If you live, work or attend school in Ventura or Santa Barbara Counties, you are eligible to join

 

 


The financial professionals are Financial Advisors with, and securities offered through LPL Financial, Member FINRA/SIPC. Insurance products are offered through LPL or its licensed affiliates. Ventura County Credit Union (VCCU) and Wealth Management at Ventura County Credit Union ARE NOT registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management at Ventura County Credit Union, and may also be employees of VCCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of VCCU or Wealth Management at Ventura County Credit Union. 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