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X-WR-CALDESC:Events for Your Credit Union | Sun East Federal Credit Union
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DTSTART;TZID=America/New_York:20260805T180000
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UID:8066-1785952800-1785956400@suneast.org
SUMMARY:INVESTMENT SERVICES EVENT | Understanding Medicare
DESCRIPTION: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. \nWhat You Will Learn\n\nKey differences between Medicare parts A\, B\, C and D\nTips for choosing your coverage\nHow to enroll in Medicare\nHow to plan your retirement income with health care costs in mind\n\n\n\nRegister Now \n  \nSpace is limited\, so we urge you to make your reservations today. \nIf 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. \n\n\n  \nBack to SERIS page for additional Investment Information \n\n\n  \n\n\n\nDisclosures\nSecurities 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: \n\n\nThere 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. \nFixed 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. \nThe 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. \nYour 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. \nPlease visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. \nThese workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs\, contact a financial advisor.
URL:https://suneast.org/event/investment-services-event-understanding-medicare-aug2026/
LOCATION:Online Webinar
ATTACH;FMTTYPE=image/jpeg:https://suneast.org/wp-content/uploads/2025/02/AdobeStock_728600827-scaled.jpeg
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DTSTART;TZID=America/New_York:20260812T140000
DTEND;TZID=America/New_York:20260812T150000
DTSTAMP:20260709T140119Z
CREATED:20260709T135359Z
LAST-MODIFIED:20260709T140119Z
UID:8120-1786543200-1786546800@suneast.org
SUMMARY:Planning For Open Enrollment
DESCRIPTION: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. \nWhat You Will Learn\n\nHow to align open enrollment decisions with your overall budget and financial goals\nTips on saving on healthcare and other enrollment costs\nHow you can start preparing your budget now before enrollment starts\n\nWho Should Attend\n\nAnyone preparing for open enrollment\nAnyone looking to save on their healthcare costs\nAnyone with questions about open enrollment\n\nRegister Now
URL:https://suneast.org/event/planning-for-open-enrollment/
LOCATION:Online Webinar
ATTACH;FMTTYPE=image/jpeg:https://suneast.org/wp-content/uploads/2026/07/Aug-Email-Webinar-Header.jpg
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DTSTART;TZID=America/New_York:20260826T170000
DTEND;TZID=America/New_York:20260826T190000
DTSTAMP:20260630T165429Z
CREATED:20250409T193750Z
LAST-MODIFIED:20260630T165429Z
UID:4855-1787763600-1787770800@suneast.org
SUMMARY:Sun East & Aston Business Association: Meet Up and Mocktail Hour
DESCRIPTION:Join us for a fun evening at Sun East’s Aston Branch on August 26th\, co-hosted with the Aston Business Association! \nIt 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. \nLight local bites and beverages will be waiting\, so you won’t want to miss it!
URL:https://suneast.org/event/aston-business-association/
LOCATION:Main Branch\, 4500 Pennell Road\, Aston\, PA\, 19014\, United States
ATTACH;FMTTYPE=image/jpeg:https://suneast.org/wp-content/uploads/2025/04/ABA_Email-Header.jpg
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DTSTART;TZID=America/New_York:20260826T180000
DTEND;TZID=America/New_York:20260826T190000
DTSTAMP:20260630T184123Z
CREATED:20260630T183956Z
LAST-MODIFIED:20260630T184123Z
UID:8068-1787767200-1787770800@suneast.org
SUMMARY:INVESTMENT SERVICES EVENT | Three Transitions to Retirement
DESCRIPTION: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. \nWhat You Will Learn\n\nMore confidently address the financial\, lifestyle and emotional transitions to retirement\nGuard against risks and manage the inevitable ones\nGauge when you’re ready for retirement\n\n\n\nRegister Now \n  \nSpace is limited\, so we urge you to make your reservations today. \nIf 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. \n\n\n  \nBack to SERIS page for additional Investment Information \n\n\n  \n\n\n\nDisclosures\nSecurities 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: \n\n\nThere 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. \nFixed 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. \nThe 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. \nYour 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. \nPlease visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. \nThese workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs\, contact a financial advisor.
URL:https://suneast.org/event/investment-services-event-three-transitions-to-retirement-aug2026/
LOCATION:Online Webinar
ATTACH;FMTTYPE=image/jpeg:https://suneast.org/wp-content/uploads/2025/02/AdobeStock_728600827-scaled.jpeg
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DTSTART;TZID=America/New_York:20260916T180000
DTEND;TZID=America/New_York:20260916T190000
DTSTAMP:20260630T185307Z
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LAST-MODIFIED:20260630T185307Z
UID:8070-1789581600-1789585200@suneast.org
SUMMARY:INVESTMENT SERVICES EVENT | Rollover Options
DESCRIPTION: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. \nStart finding answers at our Understanding Your Rollover Options seminar at no cost or obligation to you. \nWhat You Will Learn\n\nFour major options for retirement plan balances when changing jobs\nPros and cons of each options\nHow a rollover works\nAnd more\n\n\n\nRegister Now \n  \nSpace is limited\, so we urge you to make your reservations today. \nIf 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. \n\n\n  \nBack to SERIS page for additional Investment Information \n\n\n  \n\n\n\nDisclosures\nSecurities 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: \n\n\nThere 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. \nFixed 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. \nThe 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. \nYour 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. \nPlease visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. \nThese workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs\, contact a financial advisor.
URL:https://suneast.org/event/investment-services-event-rollover-options/
LOCATION:Online Webinar
ATTACH;FMTTYPE=image/jpeg:https://suneast.org/wp-content/uploads/2025/02/AdobeStock_728600827-scaled.jpeg
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