Your Credit Union | Sun East Federal Credit Union

Avoiding Identity Theft and Scams
2025-12-03 09:00 - 10:00 (America/New_York) | 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

Gaining Control of Your Spending
2026-02-11 09:00 - 10:00 | Online Webinar
Join us for an engaging session designed to help you take control of your financial future. In this webinar, we will explore the main influences on spending and how behavioral economics impacts the choices we make every day. You will gain practical insights into money management strategies and learn actionable tips for changing spending habits to achieve your goals. We will also share how GreenPath, a trusted resource for financial counseling and education, can support you on your journey toward financial well-being.
What You Will Learn

Factors that influence spending
Benefits of having a spending plan
Tips and resources to improve money management.

Who Should Attend

Anyone looking to improve financial self-awareness
Anyone who wants to improve their money management skills
Anyone seeking tools for financial growth

Register Now

Strategies for Successful Saving
2026-03-04 09:00 - 09:45 | Online Webinar
Do your financial goals include saving more money? Whether it’s for emergencies or goals, many of us would like to put more money aside every month but may struggle to be successful without a strong savings plan. Join us to learn how to build a savings plan you can be successful with!
What You Will Learn

Differences between savings account types
Specific purposes to save for
Strategies for being successful with your savings plan

Who Should Attend

Anyone who wants to save more money
Anyone with a financial goal
Anyone who wants to be better prepared for periodic or unexpected expenses

Register Now

Branches & Call Center Closing Early on March 18th
2026-03-18 16:00 - 20:00 | PA
Due to our Annual Employee Meeting, we will be closing all locations early on Wednesday, March 18th. Our Nottingham Branch will close at 3:30 pm, with all other branches closing at 4:00 pm. Our Call Center will also close early, at 4:30 pm. Regular business hours will resume on Thursday, March 19th.

As a reminder, account access is available through SUNNY, our 24/7 automated bank-by-phone system at 610-485-2960.

The Magic of the Debt Management Program
2026-04-08 14:00 - 14:45 | Online Webinar
Consumer debt in the U.S. reached $18.33 trillion in 2025, according to Experian reporting. Of that total, credit card balances comprised more than $1.21 trillion. Many households are struggling to cover everyday necessities and are relying on credit cards to get by. According to the Federal Reserve, about 4.5% of credit card balances fell delinquent in the last year.
What You Will Learn

What is a Debt Management Program is
Who can benefit from a Debt Management Program

Who Should Attend

Anyone who has struggled with credit card balances
Anyone who wants to learn about an option to pay off debt more manageably

Register Now

INVESTMENT SERVICES EVENT | Social Security Rules
2026-04-28 18:00 - 19:00 | Online Webinar
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 Rules 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 Ryan Anger a call at 610-485-2960 x241, or contact Ryan by email at Ryan.Anger@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 | Understanding Medicare
2026-05-12 18:00 - 19:00 | 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. We will answer your Medicare questions and help you understand:
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

Register Now

Space is limited, so we urge you to make your reservations today.
If you have any questions about the virtual workshops, give Ryan Anger a call at 610-485-2960 x241, or contact Ryan by email at Ryan.Anger@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
2026-05-13 14:00 - 15:00 | Online Webinar
Join GreenPath for an empowering session on emotionally healthy spending. Whether you’re working to set clearer financial boundaries with loved ones, hoping to curb impulse purchases, or simply wanting to feel less anxious about money, you’re not alone. This webinar will introduce practical strategies to reduce financial stress and help you build a healthier, more confident relationship with your finances.
What You Will Learn

Practical strategies for building a healthier relationship with money
Tips for navigating uncomfortable or emotional money conversations
Simple ways to reduce financial stress and feel more in control

Who Should Attend

Anyone who wants to feel more confident and balanced with money
Anyone feeling stressed or overwhelmed by their finances
Anyone preparing for a tough conversation about money

Register Now

INVESTMENT SERVICES EVENT | Income for Life
2026-06-03 18:00 - 19:00 | 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 Ryan Anger a call at 610-485-2960 x241, or contact Ryan by email at Ryan.Anger@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.

Homebuyer Hacks
2026-06-10 14:00 - 15:00 | Online Webinar
Is purchasing a home on your list of financial goals? Let us help you become educated and empowered to navigate the home buying process with confidence. Wherever you are at in the process, we will provide you with a roadmap of the steps you will take on your journey to becoming a homeowner.
What You Will Learn

Steps to take in preparation for purchasing a home
Mortgage basics such as financing options, the loan application process, and closing the loan
Keys for successful homeownership beyond closing day

Who Should Attend

First-time homebuyers
Anyone who hasn’t purchased a home recently
Those providing guidance to homebuyers

Register Now

INVESTMENT SERVICES EVENT | Understanding Your Rollover Options
2026-06-24 18:00 - 19:00 | 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.
We will help you get a better understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
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 Ryan Anger a call at 610-485-2960 x241, or contact Ryan by email at Ryan.Anger@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.

Aspire Bakeries Wellness Fair
2026-06-25 06:00 - 16:00 | Aspire Bakeries, 11 Technology Dr, Swedesboro, NJ, 08085, United States
Join Sun East at the Aspire Bakeries Wellness Fair! We’ll have our Mobile Branch Unit on site for this event! Come and enjoy a fun-filled day!

Fusion Fridays with CMP Radio
2026-06-26 16:00 - 20:00 | Access Community Center, 1300 Culhane St, Chester, PA, Chester, PA, 19013, United States
Join Sun East at Fusion Fridays! We’ll have our Mobile Branch Unit on site for this event! Come and enjoy a fun-filled event!

Chester Homebuyers and Homeowners Fair
2026-06-27 09:30 - 13:00 | Christian Church of Chester, 308 W. 3rd St., Chester, PA, 19013, United States
Join Sun East at the Chester Homebuyers and Homeowners Fair!

Smart Planning for K-12 School Costs
2026-07-08 14:00 - 14:45 | Online Webinar
A new school year brings excitement—and added expenses. From the first day of elementary school to starting the college conversation, there’s a lot to plan for. Join us for practical tips to help you manage back‑to‑school costs, prepare for the year ahead, and handle unexpected education expenses with more confidence.
What You Will Learn

How to financially prepare for the upcoming school year
Tips for saving and planning for unexpected education-related expenses
A high-level overview of how to start preparing for college costs

Who Should Attend

Parents or caregivers with children attending school
Anyone who hasn’t purchased a home recently
Anyone looking to better manage or save for school expenses

Register Now

Fusion Fridays with CMP Radio
2026-07-10 16:00 - 20:00 | Chester Park, 208 Washington Blvd, Chester, 19013, United States

INVESTMENT SERVICES EVENT | Social Security Guide
2026-07-15 18:00 - 19:00 | Online Webinar
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 Ryan Anger a call at 610-485-2960 x241, or contact Ryan by email at Ryan.Anger@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.

Planifica Mejor tu Regreso a Clases
2026-07-22 14:00 - 14:45 | Online Webinar
THIS WEBINAR IS PRESENTED IN SPANISH
Un nuevo año escolar trae emoción- y gastos adicionales. Hay mucho por planificar, desde el primer día de escuela elemental hasta coordinar para los gastos universitarios. Únete para conocer consejos prácticos para ayudarte a manejar los gastos de regreso a la escuela, prepararte para el año escolar con anticipación, y aprende a manejar gastos de educación inesperados con más confianza.
¿Qué vas a Aprender?

Como prepararte financieramente para el año escolar que se avecina
Consejos para ahorrar y planificar ante los gastos inesperados relacionados a la educación
Una visión más clara de cómo comenzar a prepararte para los gastos de universitarios

¿Quién debe Asistir?

Padres o encargados de niños que vayan a la escuela
Cualquiera que no haya comprado una casa recientemente
Cualquiera que busque aprender a cómo manejar o ahorrar mejor para gastos escolares

Regístrate Ahora

INVESTMENT SERVICES EVENT | Understanding Medicare
2026-08-05 18:00 - 19:00 | 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.
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

Register Now

Space is limited, so we urge you to make your reservations today.
If you have any questions about the virtual workshops, give Ryan Anger a call at 610-485-2960 x241, or contact Ryan by email at Ryan.Anger@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.

Planning For Open Enrollment
2026-08-12 14:00 - 15:00 | Online Webinar
Open enrollment is an important time of year to make decisions that can impact your finances for the entire year, but understanding your options doesn’t have to feel overwhelming. Join GreenPath for an informative discussion about planning for open enrollment. This webinar will provide tips for budgeting and saving on enrollments and choosing the best plan for you.
What You Will Learn

How to align open enrollment decisions with your overall budget and financial goals
Tips on saving on healthcare and other enrollment costs
How you can start preparing your budget now before enrollment starts

Who Should Attend

Anyone preparing for open enrollment
Anyone looking to save on their healthcare costs
Anyone with questions about open enrollment

Register Now

Sun East & Aston Business Association: Meet Up and Mocktail Hour
2026-08-26 17:00 - 19:00 | Main Branch, 4500 Pennell Road, Aston, PA, 19014, United States
Join us for a fun evening at Sun East’s Aston Branch on August 26th, co-hosted with the Aston Business Association!
It will be a fantastic opportunity to network with Aston-area professionals, explore new ways to grow your business, and learn more about various Sun East programs.
Light local bites and beverages will be waiting, so you won’t want to miss it!

INVESTMENT SERVICES EVENT | Three Transitions to Retirement
2026-08-26 18:00 - 19:00 | 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

Register Now

Space is limited, so we urge you to make your reservations today.
If you have any questions about the virtual workshops, give Ryan Anger a call at 610-485-2960 x241, or contact Ryan by email at Ryan.Anger@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 Options
2026-09-16 18:00 - 19:00 | 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 Ryan Anger a call at 610-485-2960 x241, or contact Ryan by email at Ryan.Anger@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 Seminar
2026-09-16 18:00 - 19:00 | Online Webinar
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. Join us for a no-cost, no-obligation seminar that will answer your Social Security questions and discuss routes you can take to help get the most out of your benefits. Find out how to set a clear direction on your road to retirement.
Space is limited, so we urge you to make your reservations today.
To RSVP, use the form below or contact Maria Czwalina at mczwalina@suneast.org or (484) 441-6553

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.

Merry and Mindful Holiday Shopping
2026-09-30 14:00 - 14:45 | Online Webinar
The holiday season can bring joy, generosity, excitement—and financial stress. Why do some people love holiday shopping while others avoid it altogether? The answer often lies in our unique money personalities and money mindset.
In this engaging and relatable webinar, participants will explore how emotions, habits, values, and past experiences influence holiday spending decisions. Attendees will learn how to recognize their own financial tendencies, better understand others, and develop practical strategies for staying financially balanced during one of the most emotionally charged spending seasons of the year.
What You Will Learn

Understanding Money Personalities
The Psychology Behind Holiday Spending
Creating a More Balanced Holiday Season

Who Should Attend

Anyone looking to better understand their holiday spending habits and make more intentional financial decisions
Anyone who experiences stress, guilt, or overwhelm around holiday shopping and seasonal expenses
Anyone seeking practical tools for healthier money conversations with partners, family members, or loved ones

Register Now
