February 18 | 6:00 pm - 7:00 pm Financial Wellness Open Forum | Ask the Expert: Financial Guidance The Cottages by Monarch 120 Greenhill Avenue, Wilmington, DE, United States Boost your financial health and get your questions answered by Gretchen McDougal, Sr. Business Development Relationship Advisor from Sun East Federal Credit Union. PersonalizedContinue reading "Financial Wellness Open Forum | Ask the Expert: Financial Guidance" $10
February 26 | 6:00 pm - 7:00 pm INVESTMENT SERVICES EVENT | The Three Transitions to Retirement More confidently address the financial, lifestyle, and emotional transitions to retirement. What You Will Learn More confidently address the financial, lifestyle and emotionalContinue reading "INVESTMENT SERVICES EVENT | The Three Transitions to Retirement"
March 12 | 6:00 pm - 7:00 pm INVESTMENT SERVICES EVENT | Rollover Planning What’s the right thing to do with your retirement savings plan account from a previous employer? Understand how your decision can impact your long-termContinue reading "INVESTMENT SERVICES EVENT | Rollover Planning"
March 19 | 2:00 pm - 2:45 pm Making the Most of Your Tax Refund Are you one of the many Americans who receive a sizable tax refund each year but aren’t quite sure how to make the bestContinue reading "Making the Most of Your Tax Refund"
March 26 | 6:00 pm - 7:00 pm INVESTMENT SERVICES EVENT | Women & Investing There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough forContinue reading "INVESTMENT SERVICES EVENT | Women & Investing"