>Investments > Join us for Virtual Financial Education Workshops Join Us for Virtual Financial Education Workshops Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan. Attend as many virtual workshops as you like. You’ll learn the answers to questions, including: The important rules of the road for receiving Social Security. How can conservative investments help you face today’s economic risks? What sources of income should you draw from and when? How to use annuities to guarantee income for life. How does behavioral finance affect investment decision-making? Upcoming workshops: Rollover Planning Understand the options for your existing retirement when retiring or starting a new job. June 11 at 6:00 pm ET Reserve your virtual seat Rethinking Diversification You’ll learn more about how retirement savers face new challenges and new ways to manage investment risk. June 25 at 6:00 pm ET Reserve your virtual seat Social Security & Your Retirement 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… July 17 at 6:00 pm ET Reserve your virtual seat Understanding Medicare Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is another step in an already confusing process. July 24 at 6:00 pm ET Reserve your virtual seat Income for Life You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. August 07 at 6:00 pm ET Reserve your virtual seat The Three Transitions to Retirement 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. August 20 at 6:00 pm ET Reserve your virtual seat Rollover Planning 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? September 03 at 6:00 pm ET Reserve your virtual seat Rethinking Diversification In today’s volatile market, retirement savers face new challenges. Luckily, there are new ways to manage investment risk. September 10 at 6:00 pm ET Reserve your virtual seat 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. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck. If you’re unable to participate in any or all of these virtual seminars, you can still make an appointment to discuss your financial goals and investment needs at a time that’s convenient for you. Simply reach out to one of our financial representatives below to schedule your no-obligation consultation. Ed Ranieri, ChFC Vice President, Wealth Management Phone: 610-485-2960 x259 Email Ed Ryan Anger Investment Representative Phone: 610-485-2960 x241 Email Ryan 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. Reviewed 525678-01-05 | 02.08.24
