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X-WR-CALDESC:Events for Your Credit Union | Sun East Federal Credit Union
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DTSTART;TZID=America/New_York:20250709T140000
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SUMMARY:INVESTMENT SERVICES EVENT | Social Security
DESCRIPTION:You can attend this seminar at no cost and no obligation. This seminar will take place at 6:00 PM on 07/09/2025 via ZOOM. \nRegardless 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. \nStart finding answers at our Social Security and Retirement seminar at no cost or obligation to you. \nWhat You Will Learn \n\nThe rules for starting Social Security benefits\nHow spouses coordinate their benefits\nDifferent things you can do to potentially increase your benefits\nWhere Social Security fits into your retirement plans\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-social-security/
LOCATION:Online Webinar
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DTSTART;TZID=America/New_York:20250716T100000
DTEND;TZID=America/New_York:20250716T104500
DTSTAMP:20260409T035152
CREATED:20250624T181207Z
LAST-MODIFIED:20250702T224244Z
UID:5211-1752660000-1752662700@suneast.org
SUMMARY:Tips for Successful Back-to-School Planning
DESCRIPTION:The start of a new school year can be an exciting time. Whether it’s the first day of elementary school or the transition to college\, there is much to prepare for! However\, back-to-school excitement brings back-to-school costs. Join us for tips to save on back-to-school costs and manage unexpected expenses. \nWhat You Will Learn\n\nHow to financially prepare for the upcoming school year\nTips for saving for any unexpected education expenses\nIdeas for reducing college costs\n\nWho Should Attend\n\nAnyone with children attending school (all levels)\nAnyone interested in saving for school expenses\nAnyone attending school and interested in planning for the next year\n\nRegister Now
URL:https://suneast.org/event/tips-for-successful-back-to-school-planning/
LOCATION:Online Webinar
ATTACH;FMTTYPE=image/png:https://suneast.org/wp-content/uploads/2025/06/July-Webinar-featured-image.png
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DTSTART;TZID=America/New_York:20250718T070000
DTEND;TZID=America/New_York:20250718T110000
DTSTAMP:20260409T035152
CREATED:20250701T194141Z
LAST-MODIFIED:20250707T213938Z
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SUMMARY:Financial Wellness Table Day at Springfield Branch
DESCRIPTION:Join us for an engaging opportunity to connect about your Financial Wellness! We will be here to address any questions you may have. \nWhat to Expect\n\nDiscussions: Engage in one-on-one conversations tailored to your needs. Bring your questions!\nAppointment Scheduling: If you prefer a more in-depth discussion or prefer more privacy\, we will assist you in scheduling an appointment.\n\nThis event is an opportunity to gain valuable information about your investment options. We look forward to seeing you there!
URL:https://suneast.org/event/financial-wellness-table-day-at-springfield-branch/
LOCATION:Springfield Branch\, 1134 Baltimore Pike\, Springfield\, 19064\, United States
ATTACH;FMTTYPE=image/jpeg:https://suneast.org/wp-content/uploads/2025/07/Springfield-Branch-Email-Header-1.jpg
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DTSTART;TZID=America/New_York:20250723T140000
DTEND;TZID=America/New_York:20250723T150000
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SUMMARY:INVESTMENT SERVICES EVENT | Understanding Medicare
DESCRIPTION: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. \nYou can attend this seminar at no cost and no obligation. This seminar will take place at 6:00 PM on 07/23/2025 via ZOOM. \nWhat You Will Learn\n\nKey differences between Medicare parts A\, B\, C and D\nTips for choosing your coverage\nHow to enroll in Medicare\nHow to plan your retirement income with health care costs in mind\n\n\nYou’re more than welcome to bring a guest. Feel free to share or add them to the registration links below.\n\nRegister Now \n  \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-understanding-medicare/
LOCATION:Online Webinar
ATTACH;FMTTYPE=image/jpeg:https://suneast.org/wp-content/uploads/2025/02/AdobeStock_728600827-scaled.jpeg
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