Your Credit Union | Sun East Federal Credit Union

INVESTMENT SERVICES EVENT | Understanding Medicare
2025-07-23 14:00 - 15:00 (America/New_York) | 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

Spread Joy & Save Money
2025-10-15 10:00 - 10:45 | Online Webinar
The Holidays are often known as “the most wonderful time of the year” and are also the most expensive! Join GreenPath for a helpful webinar on preparing you for the upcoming Holiday season by reducing your stress and increasing your Holiday savings. This webinar will provide you with helpful financial tools and tips that can help reduce your holiday spending, how to plan your holiday budget and stick to it, and strategies for managing the holiday stress.
What You Will Learn

How to prepare a holiday budget without stressing your wallet
How to reduce spending on gifts and other holiday specific expenses
Ideas to create lasting memories at little to no cost

Who Should Attend

Anyone who are unsure how much holiday spending their budget will allow
Anyone who want to maximize the value of gifts given
Anyone who is looking to reduce their holiday stress

Register Now

Crossroads Music Festival - Family Celebration
2025-10-18 07:00 - 11:00 | Oxford Area Historical Association History Center, 119 South 5th Street, Oxford, PA, 19363, United States
Join Sun East at the first day of the Crossroads Music Festival! Our Mobile Branch Unit will be with us! Don’t miss this FREE family celebration featuring craft vendors and music workshops for children of all ages.

Click here for more details.

Concord Township Harvest Festival
2025-10-25 09:00 - 11:00 | Bush Hill Farm, 30 Bethel Rd, Glen Mills, PA, 19342, United States
Join Sun East at the Harvest Festival! We’ll have our Mobile Branch Unit on site for this event! Come and enjoy a fun-filled afternoon of everything fall!

Click here for more information.

INVESTMENT SERVICES EVENT | Understanding Medicare
2025-10-30 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.
Start finding answers at our Understanding Medicare seminar at no cost or obligation to you.
What You Will Learn

Key differences between Medicare parts A, B, C and D
Tips for choosing your coverage
How to enroll in Medicare
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.

INVESTMENT SERVICES EVENT | Income for Life
2025-11-06 13:00 - 14:00 | 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?
Start finding answers at our Income for Life seminar at no cost or obligation to you.
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
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.

Military Financial Wellness
2025-11-12 08:00 - 09:00 | Online Webinar
In honor of Veterans Day, join us for a webinar during which we will explore the unique financial journeys of service members, veterans, and their families. Our panel will share real-life experiences and actionable strategies to help navigate the financial transitions that come with military life —from enlistment to retirement. Learn how to prepare for basic training, manage finances during deployments, and make the most of military benefits like sign-on bonuses and VA loans. Whether you’re a new recruit, a military spouse, or transitioning back to civilian life, this session offers valuable tools to build financial confidence and resilience.
What You Will Learn

How to financially prepare for military life
Tips for budgeting on a tight income, managing frequent moves, and navigating rising living expenses
How to financially transition to civilian life, tackle debt, and make the most of VA benefits like home loans and healthcare.

Who Should Attend

Military service members, veterans, and their families
Financial professionals and community leaders who support military families and want to better understand their unique financial challenges and opportunities.
Anyone interested in learning more about how GreenPath supports clients on their financial wellness journeys

Register Now

INVESTMENT SERVICES EVENT | Three Transitions to Retirement
2025-11-18 13:00 - 14:00 | 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
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.

INVESTMENT SERVICES EVENT | Investment Diversification
2025-12-02 13:00 - 14:00 | 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.
Start finding answers at our Investment Diversification seminar at no cost or obligation to you.
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
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.

Avoiding Identity Theft and Scams
2025-12-03 09:00 - 10:00 | Online Webinar
Join us as we discuss the growing threat of identity theft and scams. With real-life examples and practical advice, we’ll help you understand how these crimes happen, what to watch for, and how to protect yourself and your loved ones. Whether you’ve been affected before or simply want to stay informed, this session will empower you to take control of your financial safety.
What You Will Learn

Common tactics used by scammers, including phishing, deepfakes, and imposter scams
Warning signs that your identity may have been compromised and steps to take if you are a victim
Strategies to protect your personal and financial information

Who Should Attend

Anyone who wants to better understand and defend against scams
Parents and caregivers supporting others
Those wanting to stay informed and protected in the digital world

Register Now

Concord Celebrates the Holidays with Santa
2025-12-05 13:00 - 15:00 | Concord Township Municipal Complex, 43 Thornton Rd, Glen Mills, PA, 19342, United States
Join Sun East as you meet Santa! We’ll have our Mobile Branch Unit on site for this event!

Click here for more information.

INVESTMENT SERVICES EVENT | Understanding Your Rollover Options
2025-12-09 13:00 - 14:00 | 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 option
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.

Setting and Reaching Financial Goals in 2026
2026-01-21 10:00 - 11:00 | Online Webinar
An estimated 80% of New Year’s Resolutions are out the window by mid-February every year, according to US News and World Report. Many of us start the year with great intentions: we really believe this will be “our year” – and then life happens, and maybe this isn’t “our year” after all (yet again). We’ll talk about how to be honest with yourself to set realistic goals—including financial goals—how to understand and be prepared for what may derail your progress, and strategies to keep you moving towards your goals all year long so that this can finally be “your year.”
What You Will Learn

How to set realistic goals that can actually be achieved
The role financial habits play in reaching (or abandoning) your financial goals
How to get back on track after a setback

Who Should Attend

Anyone with a financial goal
Anyone who wants to better understand their financial habits
Anyone who wants to be successful in reaching their financial goals

Register Now
