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DTSTART;TZID=America/New_York:20250514T100000
DTEND;TZID=America/New_York:20250514T104500
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CREATED:20250415T212033Z
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UID:4942-1747216800-1747219500@suneast.org
SUMMARY:Navigating Financial Uncertainty
DESCRIPTION:Navigating financial uncertainty can impact so many areas of our lives. The impact on emotions\, family\, and financial goals can be overwhelming and often stressful. You don’t have to do this alone! Join GreenPath to discuss the initial steps to take when faced with a transition and learn how to seek assistance to minimize the negative impacts. Leave this webinar feeling more prepared for the future. \nWhat You Will Learn\n\nInitial steps to take during financial uncertainty\nCommunity resources to access during a financial transition\nHow to prepare for the future\n\nWho Should Attend\n\nAnyone managing financial uncertainty\nAnyone supporting someone experiencing financial changes\nAnyone who wants to prepare for a financial adjustment\n\nRegister Now
URL:https://suneast.org/event/navigating-financial-uncertainty/
LOCATION:Online Webinar
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DTSTART;TZID=America/New_York:20250515T140000
DTEND;TZID=America/New_York:20250515T150000
DTSTAMP:20260409T065417
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SUMMARY:INVESTMENT SERVICES EVENT | Income for Life
DESCRIPTION:  \nYou have retirement goals and plans for your financial future\, but do you know what you should be doing differently to make real progress? \nWhat You Will Learn\n\n\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\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 Kristin Haines a call at 610-485-2960 x274\, or contact Kristin by email at at Kristin.Haines@lpl.com. \n\n\n  \nBack to SERIS page for additional Investment Information \n\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/
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:20250527T140000
DTEND;TZID=America/New_York:20250527T150000
DTSTAMP:20260409T065417
CREATED:20250219T023948Z
LAST-MODIFIED:20250509T185153Z
UID:4498-1748354400-1748358000@suneast.org
SUMMARY:INVESTMENT SERVICES EVENT | The Three Transitions to Retirement
DESCRIPTION:  \nMore confidently address the financial\, lifestyle\, and emotional transitions to retirement. \nWhat You Will Learn\n\n\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\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 Kristin Haines a call at 610-485-2960 x274\, or contact Kristin by email at at Kristin.Haines@lpl.com. \n\n\n  \nBack to SERIS page for additional Investment Information \n\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/the-three-transitions-to-retirement/
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