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Free Financial Workshops


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Throughout the year Dave Littleton, LPL Financial Advisor, of O Bee Financial Services, gives free educational financial workshops for anyone interested in putting together a sound plan to meet their financial goals.  These workshops are intended to educate both O Bee Credit Union Members as well as those that may be interested in taking advantage of the services offered by O Bee Financial Services.  PLEASE NOTE: These are educational forums and not intended to be a “sales pitch” for the “latest and greatest investment"

RSVP to Autumn Atchley, O Bee Financial Services (360) 570-7538 autumn.atchley@lpl.com


This is not intended to provide specific investment or tax advice for any individual.  

Securities offered through LPL Financial, member FINRA / SIPC.  Insurance products offered through LPL Financial or its licensed affiliates.  LPL Financial & its affiliates are not affiliated with O Bee Credit Union.

Not FDIC/NCUA Insured

Not Credit Union Guaranteed

May Lose Value

Not Guaranteed by Any Government Agency

Not a Bank/Credit Union Deposit

 

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: WA, OR, ID, AZ, CA.