Learn Before You Decide
Free virtual sessions on the financial questions members bring up most, no pressure and no obligation to work with an advisor afterward.
Please visit this page in January of 2027 for additional Virtual Seminar Series offerings.
Financial Education, From Home
Waypoint Advisory Group hosts virtual workshops designed to build financial awareness on topics like retirement income, investing basics, and estate planning fundamentals, all from your computer or phone.
No Cost to Attend
Sessions are free and open to members, with no obligation to become an advisory client.
Held Virtually
Join from home or the office over Zoom.
Seminars Provided by TruStage
Seminars are provided by TruStage Annuities rather than facilitated by Waypoint.
Topics Vary by Session
Topics include Social Security and Your Retirement, Understanding Medicare, Income for Life, The Three Transitions to Retirement, Investment Diversification, and Rollover Planning.
Who Can Join
Sessions are open to Waypoint members with an interest in the topic, regardless of whether you currently work with an advisor.
- A Waypoint membership
- A device that can join a virtual session
- Register through Zoom with your first name, last name, and email
Frequently Asked Questions
No. Sessions are open to any Waypoint member interested in the topic.
No sessions are currently scheduled. Sessions are expected to resume in 2027. Check back, or ask your advisor what’s coming up.
No. These are educational sessions, and there’s no obligation to work with an advisor afterward.
Save Your Spot
Free, virtual, no pressure.
Please Check back in January of 2027 for additional Virtual Seminar Series offerings and the next scheduled session, or ask your speak with your advisor.
Important Disclosures
Holland Rajaniemi is a financial advisor with, and 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 licenses affiliates. Waypoint Credit Union (Waypoint) and Waypoint Advisory Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Waypoint Advisory Group, and may also be employees of Waypoint. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Waypoint or Waypoint Advisory Group.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed |
No Bank Deposits or Obligations |
May Lose Value |
Waypoint 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.