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| The Wehrheim Group, LLC |
| 3330 Mt. Vernon Rd SE Cedar Rapids, IA 52403 319-294-3131 www.wehrheimgroup.com |
Investment and advisory products and services offered through Nations Financial
Group, Inc., Member FINRA/SIPC, a Registered Investment Advisor. The Wehrheim
Group, LLC., is a separate entity and not affiliated with Nations Financial Group, Inc.
Availability of investment services subject to applicable licensing requirements. Please
see Disclosures for more details.
Security products are not insured by the FDIC or NCUA; are not deposits or other
obligations of Linn Area Credit Union and are not guaranteed by Linn Area Credit
Union. All investment products are subject to investment risk including possible loss of
principal invested.
Group, Inc., Member FINRA/SIPC, a Registered Investment Advisor. The Wehrheim
Group, LLC., is a separate entity and not affiliated with Nations Financial Group, Inc.
Availability of investment services subject to applicable licensing requirements. Please
see Disclosures for more details.
Security products are not insured by the FDIC or NCUA; are not deposits or other
obligations of Linn Area Credit Union and are not guaranteed by Linn Area Credit
Union. All investment products are subject to investment risk including possible loss of
principal invested.
3330 Mt. Vernon Rd SE
Cedar Rapids, IA 52403
319-294-3131
www.wehrheimgroup.com
| Financial Education Services |
What our program offers:
The Wehrheim Group offers seminars on topics such as Life
Insurance Basics, Estate Planning, Retirement Planning and
Understanding Investing. We also offer a comprehensive
seminar on financial management, which can be tailored for
employees from staff through executive.
Most companies today have 401(k) programs for their
employees. All too often the programs are not understood by
many of the eligible employees. We offer a specific workshop
on understanding your companies’ 401(k) program. An
objective look from someone other than your 401(k) provider
can be helpful in meeting your employer fiduciary
responsibilities.
All presentations are educational in nature. There are no
product sales. Each seminar offers a workbook, handouts, and
a professional slide or power point presentation.
The Wehrheim Group offers seminars on topics such as Life
Insurance Basics, Estate Planning, Retirement Planning and
Understanding Investing. We also offer a comprehensive
seminar on financial management, which can be tailored for
employees from staff through executive.
Most companies today have 401(k) programs for their
employees. All too often the programs are not understood by
many of the eligible employees. We offer a specific workshop
on understanding your companies’ 401(k) program. An
objective look from someone other than your 401(k) provider
can be helpful in meeting your employer fiduciary
responsibilities.
All presentations are educational in nature. There are no
product sales. Each seminar offers a workbook, handouts, and
a professional slide or power point presentation.
