Financial Wellness Open Forum | Ask the Expert: Financial Guidance
2025-02-18 13:00 - 14:00 (America/New_York) | The Cottages by Monarch, 120 Greenhill Avenue, Wilmington, DE, 19805, 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.

Personalized Expert Guidance
Safe and Supportive Environment
Open Discussion

Register Now!
This event is hosted by The Cottage by Monarch
Members: Free
Non Members: $10 Contribution

Making the Most of Your Tax Refund
2025-03-19 10:00 - 10:45
Are you one of the many Americans who receive a sizable tax refund each year but aren’t quite sure how to make the best use of it? If you find yourself wondering where last year’s refund went and want to make different choices this time around, this webinar is for you!
Join us to dive into a variety of strategies for making your tax refund work harder for you. Whether you’re looking to build up your savings, pay off debt, or invest in your future, you’ll leave with actionable tips and ideas to help you make decisions that benefit you both now and in the long run.
What You Will Learn

The role behavioral economics plays in how you handle your refund
How to prioritize these dollars to strengthen your financial foundation

Who Should Attend

Anyone expecting a tax refund this year
Anyone who would like to use their refund to reach their financial goals

Register Now

Build Your Monthly Spending Plan
2025-04-30 10:00 - 11:00
Are you one of many people who have created a spending plan in the past and had trouble sticking to it? If so, you are not alone! In this webinar, we will be guiding you through the process to create a plan for where you want and need your dollars to go each month. You’ll leave knowing what your monthly spending plan is, and with tips to stick to it.
What You Will Learn

What a budget is (and is not)
How to create your monthly budget
Tips to implement your new budget successfully

Who Should Attend

Anyone who would like better control over their money
Anyone with financial goals they would like to reach
Anyone who has tried to create a budget before and is ready to try again

Register Now

Navigating Financial Uncertainty
2025-05-14 10:00 - 10:45 | Online Webinar
Navigating financial uncertainty can impact so many areas of our lives. The impact on emotions, family, and financial goals can be overwhelming and often stressful. You don’t have to do this alone! Join GreenPath to discuss the initial steps to take when faced with a transition and learn how to seek assistance to minimize the negative impacts. Leave this webinar feeling more prepared for the future.
What You Will Learn

Initial steps to take during financial uncertainty
Community resources to access during a financial transition
How to prepare for the future

Who Should Attend

Anyone managing financial uncertainty
Anyone supporting someone experiencing financial changes
Anyone who wants to prepare for a financial adjustment

Register Now

INVESTMENT SERVICES EVENT | Income for Life
2025-05-15 14:00 - 15:00
You have retirement goals and plans for your financial future, but do you know what you should be doing differently to make real progress?
What You Will Learn

Sources of retirement income you can rely on
Retirement risks you face now
Income strategies you should consider
How you can use annuities to guarantee income for life

Register Now

Space is limited, so we urge you to make your reservations today.
If you have any questions about the virtual workshops, give Kristin Haines a call at 610-485-2960 x274, or contact Kristin by email at at Kristin.Haines@lpl.com.

Back to SERIS page for additional Investment Information

Disclosures
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sun East Federal Credit Union (Sun East FCU) and SERIS (Sun East Retirement and Investment Services) are not registered as a broker-dealer. Registered representatives of LPL offer products and services using SERIS, and may also be employees of Sun East FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sun East FCU or SERIS. Securities and insurance offered through LPL or its affiliates are:

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
Fixed and Variable annuities are for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to risk, and may lose value.
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.
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.
These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.

INVESTMENT SERVICES EVENT | The Three Transitions to Retirement
2025-05-27 14:00 - 15:00
More confidently address the financial, lifestyle, and emotional transitions to retirement.
What You Will Learn

More confidently address the financial, lifestyle and emotional transitions to retirement
Guard against risks and manage the inevitable ones
Gauge when you’re ready for retirement

Register Now

Space is limited, so we urge you to make your reservations today.
If you have any questions about the virtual workshops, give Kristin Haines a call at 610-485-2960 x274, or contact Kristin by email at at Kristin.Haines@lpl.com.

Back to SERIS page for additional Investment Information

Disclosures
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sun East Federal Credit Union (Sun East FCU) and SERIS (Sun East Retirement and Investment Services) are not registered as a broker-dealer. Registered representatives of LPL offer products and services using SERIS, and may also be employees of Sun East FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sun East FCU or SERIS. Securities and insurance offered through LPL or its affiliates are:

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
Fixed and Variable annuities are for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to risk, and may lose value.
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.
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.
These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.

INVESTMENT SERVICES EVENT | Rollover Planning
2025-06-03 14:00 - 15:00
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-term retirement savings.
What You Will Learn

Four major options for retirement plan balances when changing jobs
Pros and cons of each options
How a rollover works
And more

Register Now

Space is limited, so we urge you to make your reservations today.
If you have any questions about the virtual workshops, give Kristin Haines a call at 610-485-2960 x274, or contact Kristin by email at at Kristin.Haines@lpl.com.

Back to SERIS page for additional Investment Information

Disclosures
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sun East Federal Credit Union (Sun East FCU) and SERIS (Sun East Retirement and Investment Services) are not registered as a broker-dealer. Registered representatives of LPL offer products and services using SERIS, and may also be employees of Sun East FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sun East FCU or SERIS. Securities and insurance offered through LPL or its affiliates are:

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
Fixed and Variable annuities are for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to risk, and may lose value.
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.
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.
These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.

Emotionally Healthy Spending
2025-06-11 09:00 - 10:00 | Online Webinar
This webinar will go through the basics of emotionally healthy spending. Whether it’s learning to set boundaries with loved ones around money, getting a handle on impulse spending, or stressing less around money, you are not alone! Join GreenPath to discuss strategies to reduce stress around money and improve financial wellness.
What You Will Learn

Strategies to reduce financial stress
Tips for navigating difficult conversations around money
Ways to improve your relationship with money

Who Should Attend

Anyone who anticipates having difficult conversations around money
Anyone looking to reduce stress around money
Anyone wanting a happier relationship with their finances

Register Now

INVESTMENT SERVICES EVENT | Women & Investing
2025-06-24 14:00 - 15:00
There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement?
What You Will Learn

Key investment principles every woman should know
Important opportunities like asset allocation
Understanding investor behavior
Differences between financial products like mutual funds and annuities

Register Now

Space is limited, so we urge you to make your reservations today.
If you have any questions about the virtual workshops, give Kristin Haines a call at 610-485-2960 x274, or contact Kristin by email at at Kristin.Haines@lpl.com.

Back to SERIS page for additional Investment Information

Disclosures
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sun East Federal Credit Union (Sun East FCU) and SERIS (Sun East Retirement and Investment Services) are not registered as a broker-dealer. Registered representatives of LPL offer products and services using SERIS, and may also be employees of Sun East FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sun East FCU or SERIS. Securities and insurance offered through LPL or its affiliates are:

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
Fixed and Variable annuities are for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to risk, and may lose value.
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.
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.
These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.

INVESTMENT SERVICES EVENT | Social Security
2025-07-09 14:00 - 15:00 | Online Webinar
You can attend this seminar at no cost and no obligation. This seminar will take place at 6:00 PM on 07/09/2025 via ZOOM.
Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.
Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you.
What You Will Learn

The rules for starting Social Security benefits
How spouses coordinate their benefits
Different things you can do to potentially increase your benefits
Where Social Security fits into your retirement plans

Register Now

Space is limited, so we urge you to make your reservations today.
If you have any questions about the virtual workshops, give Kristin Haines a call at 610-485-2960 x274, or contact Kristin by email at at Kristin.Haines@lpl.com.

Back to SERIS page for additional Investment Information

Disclosures
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sun East Federal Credit Union (Sun East FCU) and SERIS (Sun East Retirement and Investment Services) are not registered as a broker-dealer. Registered representatives of LPL offer products and services using SERIS, and may also be employees of Sun East FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sun East FCU or SERIS. Securities and insurance offered through LPL or its affiliates are:

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
Fixed and Variable annuities are for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to risk, and may lose value.
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.
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.
These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.

Tips for Successful Back-to-School Planning
2025-07-16 10:00 - 10:45 | Online Webinar
The start of a new school year can be an exciting time. Whether it’s the first day of elementary school or the transition to college, there is much to prepare for! However, back-to-school excitement brings back-to-school costs. Join us for tips to save on back-to-school costs and manage unexpected expenses.
What You Will Learn

How to financially prepare for the upcoming school year
Tips for saving for any unexpected education expenses
Ideas for reducing college costs

Who Should Attend

Anyone with children attending school (all levels)
Anyone interested in saving for school expenses
Anyone attending school and interested in planning for the next year

Register Now

Financial Wellness Table Day at Springfield Branch
2025-07-18 07:00 - 11:00 | Springfield Branch, 1134 Baltimore Pike, Springfield, 19064, United States
Join us for an engaging opportunity to connect about your Financial Wellness! We will be here to address any questions you may have.
What to Expect

Discussions: Engage in one-on-one conversations tailored to your needs. Bring your questions!
Appointment Scheduling: If you prefer a more in-depth discussion or prefer more privacy, we will assist you in scheduling an appointment.

This event is an opportunity to gain valuable information about your investment options. We look forward to seeing you there!

INVESTMENT SERVICES EVENT | Understanding Medicare
2025-07-23 14:00 - 15:00 | Online Webinar
Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process.
You can attend this seminar at no cost and no obligation. This seminar will take place at 6:00 PM on 07/23/2025 via ZOOM.
What You Will Learn

Key differences between Medicare parts A, B, C and D
Tips for choosing your coverage
How to enroll in Medicare
How to plan your retirement income with health care costs in mind

You’re more than welcome to bring a guest. Feel free to share or add them to the registration links below.

Register Now

If you have any questions about the virtual workshops, give Kristin Haines a call at 610-485-2960 x274, or contact Kristin by email at at Kristin.Haines@lpl.com.

Back to SERIS page for additional Investment Information

Disclosures
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sun East Federal Credit Union (Sun East FCU) and SERIS (Sun East Retirement and Investment Services) are not registered as a broker-dealer. Registered representatives of LPL offer products and services using SERIS, and may also be employees of Sun East FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sun East FCU or SERIS. Securities and insurance offered through LPL or its affiliates are:

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
Fixed and Variable annuities are for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to risk, and may lose value.
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.
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.
These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.

INVESTMENT SERVICES EVENT | Income for Life
2025-08-06 14:00 - 15:00 | Online Webinar
You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?
The seminar will include a live Q&A where you can get the answers to your income for life questions.
What You Will Learn

Sources of retirement income you can rely on
Retirement risks you face now
Income strategies you should consider
How you can use annuities to guarantee income for life

Register Now

Space is limited, so we urge you to make your reservations today.
If you have any questions about the virtual workshops, give Kristin Haines a call at 610-485-2960 x274, or contact Kristin by email at at Kristin.Haines@lpl.com.

Back to SERIS page for additional Investment Information

Disclosures
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sun East Federal Credit Union (Sun East FCU) and SERIS (Sun East Retirement and Investment Services) are not registered as a broker-dealer. Registered representatives of LPL offer products and services using SERIS, and may also be employees of Sun East FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sun East FCU or SERIS. Securities and insurance offered through LPL or its affiliates are:

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
Fixed and Variable annuities are for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to risk, and may lose value.
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.
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.
These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.

Rebuilders Resource Center, Inc. Community Day
2025-08-09 08:00 - 12:00 | Speakman Park, 50 E 30th St, Wilmington, DE, 19802, United States
Sun East will be out with our Mobile Branch Unit at this Annual Community Day event!
For more information, visit https://www.rebuildersfaith.org/events-1/annual-community-day

Your Financial Wellness Check-Up: Review, Adjust, Succeed
2025-08-14 10:00 - 11:00 | Online Webinar
Managing your finances without a plan is like navigating without a map. Join GreenPath to learn how to create a solid plan that doesn’t leave you feeling restricted. Give yourself freedom, control, and confidence in your financial journey. Let’s discuss how to conduct a mid-year financial check-up and all of the areas to focus on to realize your financial goals.
What You Will Learn

How and why, you need a spending plan
Tips to make changes to improve your financial future
How to create strong financial habits

Who Should Attend

Anyone looking to build a strong financial foundation
Anyone supporting someone with their finances
Anyone who is working toward a financial goal

Register Now

INVESTMENT SERVICES EVENT | Three Transitions to Retirement
2025-08-20 14:00 - 15:00 | Online Webinar
Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar.
What You Will Learn

More confidently address the financial, lifestyle and emotional transitions to retirement
Guard against risks and manage the inevitable ones
Gauge when you’re ready for retirement

You’re welcome to bring a guest – but space is limited. Please make your reservations today.

Register Now
If you have any questions about the virtual workshops, give Kristin Haines a call at 610-485-2960 x274, or contact Kristin by email at at Kristin.Haines@lpl.com.

Back to SERIS page for additional Investment Information

Disclosures
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sun East Federal Credit Union (Sun East FCU) and SERIS (Sun East Retirement and Investment Services) are not registered as a broker-dealer. Registered representatives of LPL offer products and services using SERIS, and may also be employees of Sun East FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sun East FCU or SERIS. Securities and insurance offered through LPL or its affiliates are:

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
Fixed and Variable annuities are for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to risk, and may lose value.
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.
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.
These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.

Concert in the Park - The Fabulous Greaseband
2025-08-21 15:00 - 17:00 | Concord Township Park, 701 Smithbridge Rd, Glen Mills, 19342, United States
Sun East will be out with our Mobile Branch Unit at the FREE August Concert in the Park event! Stop by and enjoy a great night of music from The Fabulous Greaseband.
Visit https://www.townshipofconcord.com/parks___recreation/events,_programs___tickets/index.php for more information

Table Day at Chichester Branch
2025-08-28 07:00 - 11:00 | Chichester Branch, 3601 Chichester Avenue, Suite 104, Boothwyn, PA, 19061, United States
We’re hosting a special Table Day at our Chichester branch on Thursday, August 28th, from 11 am to 3 pm.
Stop by to:

Discover the benefits of a Home Equity Loan and a Home Equity Line of Credit.
Ask questions in a relaxed, one-on-one setting
Schedule a private appointment for a more in-depth conversation

And yes! Pretzels will be waiting, so grab a snack while you stop by! It’s the perfect time to see how your home’s equity can support your goals. We hope to see you in Chichester!

11th Annual Oxford Mainstreet Car Show
2025-09-05 11:00 - 16:00 | Downtown Oxford, 300 Market St, Oxford, PA, 19363, United States
Sun East will be out with our Mobile Branch Unit at the Car Show! In addition to so many incredible cars, there will be music, food trucks, vendors, and more!
Visit the website for more information.

Concord Township Community Day
2025-09-06 12:00 - 16:00 | Concord Township Park, 701 Smithbridge Rd, Glen Mills, 19342, United States
Sun East will be out with our Mobile Branch Unit at Community Day! Come and enjoy an afternoon of games, music, and food. The day ends with fireworks at dusk.
Click here for more information

INVESTMENT SERVICES EVENT | Investment Diversification
2025-09-08 14:00 - 15:00 | Online Webinar
Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to face additional risks.
Find out new ways of managing your investment risk with the Investment Diversification seminar on 09/08/2025 at 6:00 PM via ZOOM. You can attend this seminar at no cost and without obligation.
What You Will Learn

What traditional portfolio diversification is
How the investment landscape changes
How you can pursue your goals while mitigating risk
How new annuity options help you rethink diversification

Register Now

Space is limited, so we urge you to make your reservations today.
If you have any questions about the virtual workshops, give Kristin Haines a call at 610-485-2960 x274, or contact Kristin by email at at Kristin.Haines@lpl.com.

Back to SERIS page for additional Investment Information

Disclosures
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sun East Federal Credit Union (Sun East FCU) and SERIS (Sun East Retirement and Investment Services) are not registered as a broker-dealer. Registered representatives of LPL offer products and services using SERIS, and may also be employees of Sun East FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sun East FCU or SERIS. Securities and insurance offered through LPL or its affiliates are:

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
Fixed and Variable annuities are for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to risk, and may lose value.
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.
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.
These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.

Pay Later, Plan Smarter: A Guide to Buy Now, Pay Later
2025-09-10 10:00 - 10:45 | Online Webinar
Join us to explore the increasingly popular financial tools known as Buy Now, Pay Later (BNPL) and Pay in 4. These flexible payment options are changing the way people shop and manage their money. What do you need to know before using BNPL? And how do these tools impact long-term financial health?
This engaging session will begin with an overview of the history and rise of BNPL services, followed by a thoughtful discussion on how to use these tools in a financially healthy way. We’ll explore the benefits and risks of BNPL and share practical strategies to help individuals make informed decisions that align with their financial goals.
What You Will Learn

How to use BNPL responsibly and integrate it into a healthy financial plan
Common pitfalls to avoid when using BNPL to stay on track with your financial wellness goals
Insights from GreenPath Financial Wellness Experts who provide coaching and counseling on managing short-term credit tools like BNPL

Who Should Attend

Individuals who use or are considering using Buy Now, Pay Later services and want to make informed decisions
Anyone interested in understanding how BNPL fits into a broader picture of financial health and long-term wellness
Financial Institution employees who advise people around wise money management

Register Now

Senior Expo
2025-09-18 05:00 - 08:00 | Drexelbrook Catering and Events Center, 4700 Drexelbrook Dr, Drexel Hill, PA, 19026, United States
Join Sun East at the Senior Expo!

Sen. Tim Kearney and Rep. Heather Boyd are hosting their annual Senior Expo, in partnership with Senior Community Services. The event is designed for local seniors, their caregivers, and family members, offering direct access to valuable resources and information. It will feature several dozen vendors and organizations, interactive activities, health screenings, assistance with state services, and more!

Upper Darby International Festival
2025-09-20 09:00 - 14:00 | Upper Darby Municipal Building, 100 Garrett Rd, Upper Darby, PA, 19082, United States
Join Sun East at the 8th Annual Upper Darby International Festival! This year’s festival will once again feature a roster of cultural performances, including dancing, martial arts, and music. You won’t want to miss the signature Parade of Flags, with flags representing the dozens of home countries of our residents.

Click here for more information.

INVESTMENT SERVICES EVENT | Understanding Your Rollover Options
2025-09-23 14:00 - 15:00 | Online Webinar
Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.
Start finding answers at our Understanding Your Rollover Options seminar at no cost or obligation to you.
What You Will Learn

Four major options for retirement plan balances when changing jobs
Pros and cons of each options
How a rollover works
And more

Register Now

Space is limited, so we urge you to make your reservations today.
If you have any questions about the virtual workshops, give Kristin Haines a call at 610-485-2960 x274, or contact Kristin by email at at Kristin.Haines@lpl.com.

Back to SERIS page for additional Investment Information

Disclosures
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sun East Federal Credit Union (Sun East FCU) and SERIS (Sun East Retirement and Investment Services) are not registered as a broker-dealer. Registered representatives of LPL offer products and services using SERIS, and may also be employees of Sun East FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sun East FCU or SERIS. Securities and insurance offered through LPL or its affiliates are:

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
Fixed and Variable annuities are for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to risk, and may lose value.
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.
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.
These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.

Dear GreenPath – Financial Advice
2025-10-01 11:00 - 12:00 | Online Webinar
In honor of National Hispanic Heritage Month, this webinar will be presented in Spanish.
GreenPath’s financial experts will be live to offer practical, empathetic, and judgment-free guidance. Whether you’re just starting your financial journey or looking for specific solutions, this event will provide helpful tools to take control of your financial well-being.
What You Will Learn

Strategies for managing a spending plan
Tips for choosing the right vehicle for your needs, including leasing vs. buying
Options for managing debt

Who Should Attend

Anyone who has questions about establishing, maintaining, or improving their credit
Individuals looking to better manage their money, credit, and debt
Employees of financial institutions who advise others on smart money management

Register Now

Leukemia & Lymphoma Society® Light the Night Wilmington
2025-10-04 01:00 - 17:00 | CSC Headquarters, 251 Little Falls Dr, Wilmington, DE, 19808, United States
Join Sun East as we’ll be attending this event. Everyone with blood cancer deserves a longer, better life. At Light The Night we gather as a community to celebrate, honor, and remember those touched by blood cancers. The funds raised by this community fund life-saving blood cancer research around the world, provide free information and support services, and are the voice for those seeking access to quality, affordable, coordinated care for patients and their families.

Visit the website for more information

Aston Township Community Day
2025-10-04 05:00 - 11:00 | Aston Township Community Center, 3270 Concord Road, Aston, PA, 19014, United States
Sun East will be out with our Mobile Branch Unit at Aston Township Community Day 2025! Community Day will begin with a parade from Neumann University (Neumann Drive) starting at 9:00am. The parade will proceed along Concord Road to the Aston Township Community Center. The parade will feature local community groups and organizations, as well as, musical entertainment. Come and enjoy rides, games, food, drinks and contests for everyone to enjoy.

Concord Township Annual Senior Citizens Expo
2025-10-09 05:00 - 08:00 | Brandywine Youth Club Gymnasium, 41 Thornton Rd, Glen Mills, PA, 19342, United States
Join Sun East at the Senior Citizens Expo! Exhibitors from state agencies and local organizations, businesses, and clubs will be on hand to share their expertise and information on services and issues important to you. Refreshments will be served and door prizes awarded throughout the day.

Click here for more information
