Month: September 2023

Rethinking Diversification Virtual Seminar – Tuesday, December 19, 2023 at 6:00PM

Post author By Eric Blackburn
Post date September 28, 2023

Rethinking Diversification Virtual Seminar - Tuesday, December 19, 2023 at 6:00PM

In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.

Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

Rethinking Diversification
6:00 PM EST on December 19th at Virtually
Presented by Travis Stanley from CUNA Mutual Group

You’ll find out more how retirement savers are facing new challenges, and the new ways to manage investment risk. You’ll learn the answers to your investment questions, including:

What is traditional portfolio diversification?
How has the investment landscape changed?
How can you achieve your goals with the least amount of risk?
How can new annuity options help you rethink diversification?

You are welcome to bring a guest, but space is limited so please make your reservations today. Contact your CorePlus Wealth Management representative, Holland Rajaniemi at (860) 885-3680, or email at [email protected] with any questions.

Holland Rajaniemi
CorePlus Wealth Management Advisor
CorePlus Credit Union

202 Salem Turnpike
Norwich, CT, 06360

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 affect some of the strategies.

Fixed and Variable annuities are suitable 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 market risk and may lose value.

This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates, these entities and Travis Stanley are not affiliated with LPL Financial. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may

involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution.

All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers

CMGA-1803467.6-1220-0123 © CUNA Mutual Group

Announcements Financial Planning & Retirement News Seminars

Understanding Your Rollover Options Virtual Seminar – Thursday, December 7, 2023 at 6:00PM

Post author By Eric Blackburn
Post date September 28, 2023

Understanding Your Rollover Options Virtual Seminar - Thursday, December 7, 2023 at 6:00PM

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? What are your options, and how can your decision impact your long-term retirement savings?

Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

Understanding Your Rollover Options
6:00 PM EST on December 7th at ZOOM (Virtual)
Presented by Travis Stanley from CUNA Mutual Group

You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:

Four major options for retirement plan balances when changing jobs
Pros and cons of each option
How a Rollover works
And more

202 Salem Turnpike
Norwich, CT, 06360

This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company a mutual insurance holding company, its subsidiaries and affiliates, these entities and Travis Stanley are not affiliated with LPL Financial. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers.

CMGA-5275177.1-1222-0125 © CUNA Mutual Group

Uncategorized

CorePlus Credit Union Lands on the Courant’s Top Workplaces List for Third Straight Year

Post author By Miranda Creative Support
Post date September 25, 2023
No Comments on CorePlus Credit Union Lands on the Courant’s Top Workplaces List for Third Straight Year

CorePlus Credit Union Lands on the Courant’s Top Workplaces List for Third Straight Year

We are pleased to announce that for the third straight year, CorePlus Credit Union (CPCU) has been named one of Connecticut’s best places to work by the Hartford Courant in its annual Top Workplaces awards. CPCU was one of only 32 businesses statewide — and the only financial institution — recognized in the Courant’s category for businesses with fewer than 150 employees.

“It is a great honor to once again be recognized as one of the top places to work in Connecticut, said EVP / Chief Operating Officer Raymond J. Currier. “Our employees are the heart and soul of this credit union, so knowing they hold such high regard for their workplace is truly a testament to our commitment to cultivating a positive and supportive work environment where every one of our employees feels valued and appreciated.”

The Hartford Courant’s Top Workplaces program is based on an employee survey. The 24-question survey collects feedback from employees in businesses of all sizes and in a number of industries. The results of these surveys are the basis for determining which employers make the list.

“I am proud to work for one of the top workplaces in Connecticut,” said CPCU Call Center Manager Ashley Main. “CorePlus has a very engaging atmosphere that makes everyone feel like part of the family. There is such pride that we all take in assisting our members and leading our team to success. I am excited for CorePlus’s future!”

Announcements Financial Planning & Retirement News Seminars

Three Transitions to Retirement Virtual Seminar – Wednesday, November 15, 2023 at 6:00PM

Post author By Eric Blackburn
Post date September 8, 2023

Three Transitions to Retirement Virtual Seminar - Wednesday, November 15, 2023 at 6:00PM

Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.

Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

Three Transitions to Retirement
6:00 PM EST on November 15th at ZOOM
Presented by Travis Stanley from CUNA Mutual Group

You’ll find out more about the transitions you will face during retirement and how you can better prepare for this new life. You’ll learn the answers to your Retirement questions, including:

How to confidently address the financial, lifestyle and emotional transitions to retirement
How to guard against risks and manage those that are inevitable
Whether you are ready for retirement

202 Salem Turnpike
Norwich, CT, 06360

All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers

Uncategorized

CorePlus Credit Union Appoints Raymond J. Currier as Next President / CEO

Post author By Miranda Creative Support
Post date September 7, 2023
No Comments on CorePlus Credit Union Appoints Raymond J. Currier as Next President / CEO

Currier, CPCU’s current EVP / Chief Operating Officer, will work closely with retiring President / CEO Nicholas Fortson through the end of the year to ensure a smooth transition.

NORWICH, Conn. — The Board of Directors of CorePlus Credit Union (CPCU) is announcing the appointment of Raymond J. Currier as its new President and Chief Executive Officer. Currier replaces retiring CEO Nicholas K. Fortson, who will be retiring after nine years as President and CEO. Currier will assume the role of CEO on January 1, 2024.

Upon the announcement that Fortson planned to retire at year end, the CPCU Board of Directors conducted a CEO search with assistance from The Credit Union League of Connecticut to identify a qualified candidate to lead the nearly ninety-year-old federally chartered, member-owned, not-for-profit cooperative. After considering several worthy candidates, the board determined Currier’s dedication, exceptional leadership, and significant contributions as Chief Operating Officer and overwhelmingly approved Ray’s promotion to the role of CEO. Currier has been with the credit union since 2005 and has close to 30 years of experience in the credit union industry.

“We are extremely pleased that after performing our due diligence to find the most suitable leader, our own Ray Currier emerged as the best candidate to take the reins and carry on Nicholas Fortson’s legacy,” said CPCU Board of Directors Chair Jean Swift. “We believe Ray possesses the strategic vision, business acumen, and commitment to lead CorePlus Credit Union into a prosperous future. His demonstrated ability to drive innovation, foster collaboration, and deliver exceptional results made him the ideal candidate for this important position.”

Currier said he is excited by the challenge of his new role and looks forward to a continuation of the success he and Fortson shared with the growth, expansion of service offerings and financial achievements the credit union has experienced over the last decade. “I am incredibly honored to have been appointed President / CEO, and I am excited to lead our talented team in continuing to bring exceptional service and innovation to our membership. CorePlus is well positioned for continued growth and success in the coming years,” said Currier. “I am also very fortunate to have the support and guidance from such an incredible leader as Nicholas Fortson to assist in the transition.”

Fortson, who has been CEO of CPCU since 2014, announced his retirement effective December 31, 2023 — in January 2023. As part of the transition, he is committed to working closely with Currier throughout the rest of the year to ensure that the transfer of leadership is seamless and that the new CEO is in the best possible position to guide CPCU into the future.

“Nicholas Fortson has been and continues to be an amazing leader and mentor,” Swift said. “The board wishes to recognize Nick for his remarkable leadership, particularly throughout the pandemic, as well as his ability to select and develop a stellar management team. He will be greatly missed, but we know he leaves us in Ray’s very capable hands.”

In honor of his tremendous leadership and commitment to his community, the board has approved a gift of $10,000 to support two non-profits. A gift of $5,000 will be made in Fortson’s honor to the Otis Library to fund a multi-lingual financial literacy program. Fortson is the former board president of Otis Library, and he and his late wife, Peggy, have been avid supporters of the library. A second gift of $5,000 will be made to the Community Foundation of Eastern Connecticut, where Fortson is also a board member.

Rethinking Diversification Virtual Seminar - Tuesday, December 19, 2023 at 6:00PM

Understanding Your Rollover Options Virtual Seminar - Thursday, December 7, 2023 at 6:00PM

CorePlus Credit Union Lands on the Courant’s Top Workplaces List for Third Straight Year

Three Transitions to Retirement Virtual Seminar - Wednesday, November 15, 2023 at 6:00PM

PLEASE READ CAREFULLY BEFORE YOU APPLY.

PLEASE READ CAREFULLY
BEFORE YOU APPLY.