Unlock the secrets to financial success with our informative seminars hosted by our seasoned financial advisors. We're thrilled to offer our members an opportunity receive professional guidance on a variety of financial topics at no-cost! Whether you're just starting your financial journey or looking to optimize your current financial plan, our seminars are designed to empower you with the knowledge and tools you need to make informed decisions.

Upcoming Seminars:

College Planning

Are You Saving Enough for Your Child's College Education?

There's no denying the benefits of a college education, especially the ability to compete in today's competitive job market. But every year, college costs continue to increase, often at twice the rate of general inflation. That's why it's so important to start saving now.

In this seminar, you'll learn:

• How much college will cost in the future
• Tax-advantaged ways to save for college, including 529 plans and Coverdell education savings accounts
• The role of financial aid, including how need is determined and how assets are classified for federal aid purposes
• Other ways to fill the college funding gap

MRR Tracking #: 1-05103764

Seminar Attendance Options:

• August 07, 2025 - At Marine FCU Headquarters in Jacksonville from 6 p.m. to 7 p.m. ET
• August 21, 2025 - At Marine FCU Swansboro Branch in Swansboro from 6 p.m. to 7 p.m. ET

RSVP for Jacksonville   

RSVP for Swansboro      

Helping you pursue your financial goals by carefully developing a plan that aligns with your specific needs, experience, and time horizon, is an honor and our highest priority. Working together, we will create a customized plan to help work toward three key financial goals:

1. Wealth accumulation during your working years
2. Security and independence in your retirement
3. The transfer of assets in the most advantageous manner

Regardless of where you are in life, we have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact us for a no-cost, no-obligation initial consultation.

Schedule Consultation

The LPL Financial registered representatives 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.

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

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, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. 

LPL Financial Form CRS