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Events

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28 Sep 2021

Rollover Planning Online Webinar - 6PM

Click here to RSVP for this workshop!

Join us for this online educational workshop on September 28th at 6:00 PM!

We will cover the following topics:

  • What are the pros and cons to leaving your money in the company plan?
  • What possible taxes or penalties do you face when moving your money around?
  • What are the options for moving your money to the new company plan?
  • Will it benefit me to roll over my retirement money to a personal IRA instead?

If you have any questions or would like to RSVP by phone, call us at (713) 844-1155.

Shell Retirement, Trust & Investment Services financial professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. Ad-Trax FR-3755284.1-0921-1023
5 Oct 2021

Redefining a Diversified Portfolio Webinar - 6PM

Click here to RSVP for this workshop.

Join us for this online educational webinar which will cover...

  • What is a traditional portfolio diversification?
  • How has the investment landscape changed?
  • How can you achieve your goals with the least amount of risk?
  • How can new annuity options help you rethink diversification?

Shell Retirement, Trust & Investment Services financial professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. Ad-Trax FR-3779687.1-0921-1023
8 Oct 2021

October Blood Drive

1:30 PM – 5:00 PM

Deer Park Chamber of Commerce
120 E. 8th St.
Deer Park, TX 77536

Join the FCU Team at the Deer Park Chamber of Commerce for our October Blood Drive!

  • Donors will receive a voucher for a free pint at St. Arnold's Brewing Co.
  • This event is free and open to the public
  • Appointments are available in 15-minute increments

To schedule an appointment, e-mail volunteer@shellfcu.org

For more info, click here!

12 Oct 2021

Starting Out Workshop at the Katy Branch - 6PM

Click here to RSVP for this workshop!

Join us for this free educational workshop at the Katy Branch on October 12th at 6:00 PM.

Shell FCU - Katy Branch
23125 Morton Ranch Rd
Katy, TX 77449

We will go over these helpful topics

  • Managing Cash Flow
    • Protect what you have now and take control of your cash flow
  • Make Your Money Work
    • Manage your taxes efficiently and learn how to start investing wisely
  • Planning for the Future
    • Learn how to save for retirement and how to leave a lasting legacy

If you have any questions, please contact Ashley Gebhardt at Ashley.Gebhardt@shellfcu.org or (713) 844-1126.

Shell Retirement, Trust & Investment Services financial professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. Ad-Trax FR-3782542.1-0921-1023