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North Texas Capital Advisors
North Texas Capital Advisors (NTCA) is a division of Neighborhood Credit Union focusing on investment management and retirement planning for individuals and their families. They make the practice of investment management as simple as it can possibly be and number one goal is to ensure that your needs are met. Our mission is to help you live your ideal dreams in retirement.
Guided Wealth Portfolios - Digital Investing
Upcoming Webinars
Understanding Your Rollover Options
March 14, 2023 at 7:00 p.m.
Presented by, Mike Wells, CFP®, CLU® from CUNA Mutual Group.
You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each option
- How a Rollover works
- And more
Rethinking Diversification
March 28, 2023 at 7:00 p.m.
Presented by, Mike Wells, CFP®, CLU® from CUNA Mutual Group.
You’ll find out more how retirement savers are facing new challenges, and the new ways to manage investment risk. You’ll learn the answers to your investment questions, including:
- What is traditional portfolio diversification?
- How has the investment landscape changes?
- How can you achieve your goals with the least amount of risk?
- How can new annuity options help you rethink diversification?