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>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.

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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.

March 5 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.

March 19 at 6:00 pm ET

Reserve your virtual seat

Social Security and Your Retirement

Do you know the rules of the road when it comes to Social Security?

April 6 at 6:00 pm ET

Reserve your virtual seat

Understanding Medicare

Learn more about Medicare rules and regulations and discuss the role they play in the process of retirement. 

April 10 at 6:00 pm ET

Reserve your virtual seat

Income for Life

Learn more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k).

May 1 at 6:00 pm ET

Reserve your virtual seat

Three Transitions to Retirement

More confidently address the financial, lifestyle, and emotional transitions to retirement. 

May 29 at 6:00 pm ET

Reserve your virtual seat

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

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

Ed Ranieri, ChFC

Vice President, Wealth Management
Phone: 610-485-2960 x259

Email Ed
Ryan Anger

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:

Not insured by NCUA or any other government agency, Not Credit Union guaranteed, Not Credit Union deposits or obligations, May lose value

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

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