INVESTMENT SERVICES EVENT | Three Transitions to Retirement
2025-11-18 13:00 - 14:00 (America/New_York) | 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

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

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
