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Westmark Wealth Management

Events & Workshops

Free financial education for members

Join us for free workshops and seminars on retirement planning,
Social Security strategies, tax-efficient investing, and more.

Account View Our Services

Upcoming Events

Workshops & Seminars

Westmark Wealth Management hosts free educational events for credit union members. Check back soon for upcoming workshops, or contact us to be notified when new events are scheduled.

Events Coming Soon

We're planning new financial workshops and educational seminars for Westmark Credit Union members. Topics will include retirement income planning, Social Security optimization, tax-efficient investing, estate planning, and more.

Want to be the first to know when events are scheduled?

Call 208-535-1100 Email Us

What to Expect at Our Events

Retirement Income Planning

Learn how to create a viable income stream in retirement, including Social Security timing strategies, withdrawal sequencing, and tax-efficient distribution planning.

Investing Fundamentals

Explore the basics of building a diversified portfolio, understanding risk tolerance, and developing a long-term investment strategy that aligns with your goals.

Seeking to Protect Your Legacy

Discover estate planning essentials, including beneficiary designations, trusts, and strategies to seek to ensure your assets pass to the right people in the right way.

Westmark Wealth Management advisor meeting with a client

Don't Wait for an Event — Reach Out Today

Our advisors are available for complimentary, no-obligation consultations any time. Whether you have questions about retirement, investments, insurance, or estate planning, we're here to help.

Call 208-535-1100, email aparry@westmark.org, or schedule online with one of our advisors.

Check the background of these investment professionals on FINRA's BrokerCheck.

FINRA BrokerCheck

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

Westmark 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 the 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 for more detailed information.

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.

LPL Financial Form CRS