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Shred Day

Our next Shred Day is:
Saturday, April 8
9 AM to 12 PM

Location:
67 Lathrop Road,
Plainfield, CT.

To keep our employees safe, we ask that you stay in your car at all times. Please open your trunk when you arrive and an Infoshred employee will remove the documents to be shredded.

On-Site Shredding, or Mobile Destruction, is for people who prefer their material be shredded prior to being removed from their facility.

Infoshred is the only vendor in New England to be certified by NAID for secure On-site Document Destruction. Infoshred offers confidential document shredding in Connecticut, Massachusetts, and Rhode Island.

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Announcements News

2023 Notice of Elections

A Nominating Committee has been appointed by Board Chair Jean Swift to provide nominations for the annual election of the Board of Directors. The committee consists of Directors/Co-chairs Nancy Bulkeley, Jesse Luis and Kyle Dykes.

In accordance with the bylaw provisions for the election of director’s additional nominees for a director position may be submitted by petition when signed by one percent (1%) of CorePlus members (286 signatures based on a CorePlus membership of 28,645 as of the last day of September 2022). Such petitions must be accompanied by a signed certificate (letter) from the nominee(s) stating that they are agreeable to nomination and will serve if elected to office.

Completed petitions must be sent to: Ms. Nancy Bulkeley, CorePlus Federal Credit Union, 202 Salem Turnpike, Norwich, CT 06360, and must be received by the director no later than March 17, 2022.

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Announcements News

Press Release – CorePlus Announces New Chair

CorePlus Announces New Chair

CorePlus Federal Credit Union has named a new official to its’ Governing Body. Kyle Dykes of Ledyard, CT has been named as a Director, effective January 2023. Mr. Dykes was appointed to fill the unexpired term of former Director James Marks.

Kyle Dykes has over 12 years of public accounting experience with EY in Atlanta, GA, and Providence, RI in their financial statement audit practice. Kyle primarily worked with publicly traded software, healthcare, and financial service institutions evaluating internal controls, reviewing financial statements and disclosures, and presenting audit findings to the Board of Directors. He has recently served on the Board of Directors for the Baptist Foundation of New England and the Ledyard Inter-Church Emergency Assistance Fund here in Connecticut. Kyle is married to Marcia, has four daughters, and is the lead pastor at Gallup Hill Baptist Church.

CorePlus is proud to have a devoted group of volunteer members serving on its Board. They meet on a regular basis and have made a commitment to make certain the Credit Union provides valuable products and services to the membership. As a not for profit cooperative financial institution, CorePlus Federal Credit Union annually elects officials who volunteer their time and talent to serve the Credit Union on behalf of its membership. The Credit Union Board and Supervisory Committee members are nominated from the membership at large and voted on by the members at the Annual Meeting.

CorePlus Federal Credit Union, founded in 1936, currently has 7 full service branches locally in Norwich, East Lyme, Waterford, Groton, Pawcatuck, Plainfield and Foxwoods. CorePlus currently has more than 28,000 members and $332 million in assets. CorePlus Federal Credit Union is managed by an all-volunteer Board of Directors along with President and CEO, Nicholas K. Fortson. For more information call 860-886-0576.

202 Salem Turnpike Norwich, CT 06360
[t] 860.886.0576
[t] 800.724.0779
[f] 860.886.4812

Categories
Announcements Financial Planning & Retirement News

2023 Outlook – CorePlus Wealth Management

2022 was a dizzying year as markets and the global economy continued to find itself out of balance due to the still present aftereffects of the COVID-19 pandemic and the policy response to it. If 2022 was about recognizing imbalances that had built in the economy and starting to address them, we believe 2023 will be about setting ourselves up for what comes next as the economy and markets find their way back to steadier ground. The process of finding balance may continue to be challenging and we may even see a recession, but underlying fundamentals could create opportunities in stock and bond markets that were difficult to find in 2022.

LPL Financial Strategic and Tactical Asset Allocation Committee has provided an outlook on the following topics:
1) Economy
2) Stocks
3) Bonds

The CorePlus Wealth Management Services at CorePlus is staffed by Mr. Holland Rajaniemi who can help you map out a personal financial management program. 

To set a no-cost, no-obligation appointment, call Holland Rajaniemi at (860) 885-3680, or email at [email protected].

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Announcements News

Thank You!

Thank You!

As the holiday season is upon us and we close out on our 86th year of service, there is truly no better time than now to reflect on all we have accomplished together.

  • We launched a new online banking interface to make your digital banking experience simpler, faster, and more streamlined.
  • We rolled out new checking accounts to not only provide you with the same benefits you’ve received in years past, but to reward you for your activity.
  • We received a Top Workplace designation for a second consecutive year by the Hartford Courant demonstrating that we’re fully committed to our members and staff alike.

However, please allow me to reiterate that no level of success could have been achieved without you, our members.

By selecting CorePlus Credit Union as your financial partner, you are supporting our philosophy of “Financial Wellness for All.” Who we are as a credit union and a community member are simply people helping people. The financial services provided to you are done so to enrich your lives and to help you achieve your financial goals and objectives.

Looking towards the coming year, we assure you that state of the art services and member satisfaction will continue to be our top priority in 2023. The experiences of our members both in-person and online is of the utmost importance and we will work tirelessly to ensure that your banking experience is frictionless.

Once again, thank you for your membership with CorePlus Credit Union. I wish each and every one of you a happy holiday season and a joyful new year.

 

 

 


Nicholas K. Fortson
President and Chief Executive Officer

Categories
Announcements Financial Planning & Retirement News Seminars

Rethinking Diversification Virtual Seminar – Wednesday, March 22, 2022 at 6:00PM

Rethinking Diversification Virtual Seminar - Wednesday, March 22, 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 3/22 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
Categories
Announcements Financial Planning & Retirement News Seminars

Understanding Your Rollover Options Virtual Seminar – Wednesday, March 8, 2023 at 6:00PM

Understanding Your Rollover Options Virtual Seminar - Wednesday, March 8, 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 3/8 at Virtually
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 

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

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-3487222.1-0321-0423                                                                                        © CUNA Mutual Group
Categories
Announcements Financial Planning & Retirement News Seminars

Three Transitions to Retirement Virtual Seminar – Tuesday, February 21, 2023 at 6:00PM

Three Transitions to Retirement Virtual Seminar - Tuesday, February 21, 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 2/21 at Virtually
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

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. Investing involves risk, including possible loss of principal.
  
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-4751587.1-0522-0624                                                                                                                         © CUNA Mutual Group
Categories
Announcements Financial Planning & Retirement News Seminars

Income for Life Virtual Seminar – Tuesday, February 7, 2023 at 6:00PM

Income for Life Virtual Seminar - Tuesday, February 7, 2023 at 6:00PM

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.
 
Will Social Security be enough?
What about your 401(k)?
 
Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:
 
Income for Life
6:00 PM EST
on 2/7 at Virtually
Presented by Travis Stanley from CUNA Mutual Group

You’ll find out more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:

  • What sources of retirement income will you rely on?
  • What retirement risks do you face now that you’re drawing on their savings?
  • Which income strategies should you consider?
  • How can you use annuities to guarantee income for life?

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-4751390.1-0522-0624                                                                                          © CUNA Mutual Group
Categories
Announcements Financial Planning & Retirement News Seminars

Understanding Medicare Virtual Seminar – Tuesday, January 24, 2023 at 6:30PM

Understanding Medicare Virtual Seminar - Tuesday, January 24, 2023 at 6:30PM

Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is one more step in an already confusing process.
 
Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:
 
Understanding Medicare
6:30 PM EST
on 1/24 at Virtually
Presented by Travis Stanley and Mike Mason from CUNA Mutual Group

You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions, including:

  • Medicare basics and the differences between Parts A, B, C and D
  • Tips for choosing your coverage and enrolling in Medicare
  • How to consider health care costs when planning your retirement income

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.
  
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-4768487.1-0622-0724                                                                                                   © CUNA Mutual Group

PLEASE READ CAREFULLY
BEFORE YOU APPLY.

In order to process your application, you must answer the question below. Questions answered dishonestly will result in your application being denied.

 

 

 

Are you a current member of CorePlus Credit Union or do you live, work, or worship in New London County, Connecticut or Windham County, Connecticut?