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DTSTART;TZID=America/New_York:20251106T130000
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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? \nStart finding answers at our Income for Life seminar at no cost or obligation to you. \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\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 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\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-nov-2025/
LOCATION:Online Webinar
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DTSTART;TZID=America/New_York:20251112T080000
DTEND;TZID=America/New_York:20251112T090000
DTSTAMP:20260429T014838
CREATED:20251002T003053Z
LAST-MODIFIED:20251002T003053Z
UID:5823-1762934400-1762938000@suneast.org
SUMMARY:Military Financial Wellness
DESCRIPTION:In honor of Veterans Day\, join us for a webinar during which we will explore the unique financial journeys of service members\, veterans\, and their families. Our panel will share real-life experiences and actionable strategies to help navigate the financial transitions that come with military life —from enlistment to retirement. Learn how to prepare for basic training\, manage finances during deployments\, and make the most of military benefits like sign-on bonuses and VA loans. Whether you’re a new recruit\, a military spouse\, or transitioning back to civilian life\, this session offers valuable tools to build financial confidence and resilience. \nWhat You Will Learn\n\nHow to financially prepare for military life\nTips for budgeting on a tight income\, managing frequent moves\, and navigating rising living expenses\nHow to financially transition to civilian life\, tackle debt\, and make the most of VA benefits like home loans and healthcare.\n\nWho Should Attend\n\nMilitary service members\, veterans\, and their families\nFinancial professionals and community leaders who support military families and want to better understand their unique financial challenges and opportunities.\nAnyone interested in learning more about how GreenPath supports clients on their financial wellness journeys\n\nRegister Now
URL:https://suneast.org/event/military-financial-wellness/
LOCATION:Online Webinar
ATTACH;FMTTYPE=image/jpeg:https://suneast.org/wp-content/uploads/2025/10/military-financial-wellness_featured-image.jpg
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DTSTART;TZID=America/New_York:20251118T130000
DTEND;TZID=America/New_York:20251118T140000
DTSTAMP:20260429T014838
CREATED:20251021T213808Z
LAST-MODIFIED:20251107T211134Z
UID:6149-1763470800-1763474400@suneast.org
SUMMARY:INVESTMENT SERVICES EVENT | Three Transitions to Retirement
DESCRIPTION: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. \nA great first step in this journey is the Three Transitions to Retirement seminar. \nWhat You Will Learn\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\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 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\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-three-transitions-to-retirement-nov-2025/
LOCATION:Online Webinar
ATTACH;FMTTYPE=image/jpeg:https://suneast.org/wp-content/uploads/2025/02/AdobeStock_728600827-scaled.jpeg
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