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DTSTART;TZID=America/New_York:20260513T140000
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UID:7455-1778680800-1778684400@suneast.org
SUMMARY:Emotionally Healthy Spending
DESCRIPTION: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. \nWhat You Will Learn\n\nPractical strategies for building a healthier relationship with money\nTips for navigating uncomfortable or emotional money conversations\nSimple ways to reduce financial stress and feel more in control\n\nWho Should Attend\n\nAnyone who wants to feel more confident and balanced with money\nAnyone feeling stressed or overwhelmed by their finances\nAnyone preparing for a tough conversation about money\n\nRegister Now
URL:https://suneast.org/event/emotionally-healthy-spending-may-2026/
LOCATION:Online Webinar
ATTACH;FMTTYPE=image/png:https://suneast.org/wp-content/uploads/2026/03/Header_Emotionally-Healthy-Spending.png
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DTSTART;TZID=America/New_York:20260603T180000
DTEND;TZID=America/New_York:20260603T190000
DTSTAMP:20260423T185858
CREATED:20260414T132254Z
LAST-MODIFIED:20260414T132429Z
UID:7653-1780509600-1780513200@suneast.org
SUMMARY:INVESTMENT SERVICES EVENT | Income for Life
DESCRIPTION:You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress? \nThe seminar will include a live Q&A where you can get the answers to your income for life questions. \nWhat You Will Learn\n\nSources of retirement income you can rely on\nRetirement risks you face now\nIncome strategies you should consider\nHow you can use annuities to guarantee income for life\n\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-income-for-life-jun2026/
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:20260624T180000
DTEND;TZID=America/New_York:20260624T190000
DTSTAMP:20260423T185858
CREATED:20260414T130253Z
LAST-MODIFIED:20260414T132550Z
UID:7649-1782324000-1782327600@suneast.org
SUMMARY:INVESTMENT SERVICES EVENT | Understanding Your 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. \nWe 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: \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\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/understanding-your-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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