Strategies for Successful Saving
2026-03-04 09:00 - 09:45 (America/New_York) | 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
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.

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.
