Investment & Retirement News and Resources
Complimentary Investment & Retirement Seminars
Register online by clicking on the seminar registration buttons below.
*Please note that all scheduled events may be subject to change.
- August 20, 2025 (6:00 PM - 7:00 PM): Three Transitions to Retirement
- September 23, 2025 (6:00 PM - 7:00 PM): Understanding Your Rollover Options
Your Wealth Team
Matthew Kroll
Senior Sales Assistant
m.kroll@lpl.com
Mary LaFerriere
VP Wealth Management
mary.laferriere@lpl.com
Michele Martine
Client Services Manager
michele.martine@LPL.com
Text or call our office at 973.947.0942
Articles from Ridgedale Wealth Team:
- The Basics of Financial Fitness
- Budgeting for a Family
- Financial Traps to Avoid
- Benefits of Early College Savings
- Managing Your Retirement Plan When Switching Jobs
- Planning for your Financial Future
- Managing a Budget During Retirement
- When to Begin Collecting Social Security
- Making Sense of Medicare
- Medicare Options During Retirement
The financial professionals at Ridgedale Wealth Team are registered representatives 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 licensed affiliates. Ridgedale Federal Credit Union and Ridgedale Wealth Team are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Ridgedale Wealth Team, and may also be employees of Ridgedale Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Ridgedale Federal Credit Union or Ridgedale Wealth Team. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
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. 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.
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