Your Credit Union | Sun East Federal Credit Union

INVESTMENT SERVICES EVENT | Understanding Your Rollover Options
2026-06-24 18:00 - 19:00 (America/New_York) | 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.
