| On-Site Workshops |
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Our CAP COM Financial Services Representatives provide professional on-site financial planning workshops for CAP COM Federal Credit Union Member Companies that are customized to each employer's benefit package. Our custom workshops can be a valuable educational resource for your company. Each workshop attendee receives an easy-to-read workbook to keep. Workshop topics include:
We can also provide overviews of your existing benefits, including the company 401(k) plan or other retirement plans, group life and disability insurances, group long term care insurance and more. Contact us today to set up a workshop at your place of business! |
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CAP COM Financial Services, LLC. - 4 Century Hill Dr. - Latham, NY 12110 CAP COM Financial Services - Securities and annuities products offered through LPL Financial and its affiliates; Member FINRA/SIPC, a Registered Investment Advisor. CAP COM Financial Services is a division of CAP COM Federal Credit Union. CAP COM Financial Services and CAP COM Federal Credit Union are not registered broker dealers and are not affiliated with LPL Financial. Financial planning and insurance services offered through CAP COM Financial Services, LLC, a Registered Investment Advisor. This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LP Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned area available in every state.
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