Category: News

Shred Day

Our next Shred Day is:
Saturday, May 21
9 AM to 12 PM
Location:
40 Boston Post Road,
Waterford, CT.

During this event, we will be accepting monetary donations for Higher Edge.

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.

Announcements News

May CorePlus Wealth Management Newsletter

Post author By Eric Blackburn
Post date May 3, 2022

Closing a Retirement Income Gap

When you determine how much income you’ll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire. However, as you grow closer to retirement, you may discover that your income won’t be enough to meet your needs. If you find yourself in this situation, you’ll need to adopt a plan to bridge this projected income gap.

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].

Announcements Financial Planning & Retirement News Seminars

Homebuyer Seminars – Thursday, April 21st at 6pm and Wednesday, April 27th at 6pm

Post author By Robert
Post date April 11, 2022

Homebuyer Seminars – Thursday, April 21st at 6pm and Wednesday, April 27th at 6pm

Kick-start the home loan process by attending our FREE online Zoom seminar! Learn all the basics of buying a home and the home loan process from CPCU’s Mortgage Originator, Elizabeth Williams. Questions are welcomed! The seminar will last approximately one hour. If you have attended this seminar before, you are welcome to join us again. Each session is tailored to the participants so you can learn something new every time.

To register please either scan the QR code or click the link under the respective seminar date. The seminar will take place through Zoom and attendees will be emailed a secure link after registering.

Thursday, April 21, 2022

or CLICK HERE TO REGISTER

Wednesday, April 27, 2022

or CLICK HERE TO REGISTER

Elizabeth Williams
Mortgage Originator
NMLS #1201738

Announcements News

2022 Annual Meeting

Post author By Digital Team
Post date April 1, 2022

Join us virtually, by clicking the registration link below!

Tuesday, May 24, 2022

Meeting begins at 8:00 AM

You may also RSVP by calling 860-886-0576 or by emailing [email protected]

Announcements News

Shred Day

Our next Shred Day is:
Saturday, April 9
9 AM to 12 PM
Location:
67 Lathrop Road,
Plainfield, CT.

During this event, we will be accepting toiletry and non-perishable food donations for Project PIN.

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.

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Announcements Financial Planning & Retirement News Seminars

Women and Investing: Steering toward retirement Virtual Seminar – February 22nd at 6:30PM

Post author By Digital Team
Post date February 1, 2022

CPCU Woman Investing Image

Women and Investing: Steering toward retirement Virtual Seminar - February 22nd at 6:30PM

There’s no denying the facts: Women tend to earn less and live longer than men. If you’re a woman who would like to retire one day, you may need to save more and invest more than men.

Do you want to become a successful lifelong investor? You can start now, by attending this valuable educational seminar, at no cost and no obligation:

The seminar will focus on the importance of taking control of your own future through investing. You’ll also learn about:

Key investment principles every woman should know
Important opportunities like asset allocation
Understanding investor behavior
Differences between financial products like mutual funds and annuities

You are welcome to bring a guest, but space is limited so please make your reservations today.

Click here to reserve your space at this upcoming seminar.

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

If you do not wish to receive marketing-related material from CUNA Mutual Group at this email address, please send a reply message to this email with “remove” in the subject line. The sender will contact you to ensure we comply with your wishes. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. 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. Representatives are not tax advisors or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. To discuss your specific Social Security benefits, please contact the Social Security Administration office in your area.

MGA-1866660(CM).2-0119-0221

All guarantees are backed by the claims-paying ability of the issuer. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. 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. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution.

Financial advisors are not tax advisors, attorneys or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. For legal questions consult your attorney. For questions about Social Security, please contact your local Social Security Administration office. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.

Announcements Financial Planning & Retirement News Seminars

Income for Life: Guaranteeing retirement income to last a lifetime Virtual Seminar Wednesday – February 9th, 2022 at 6PM

Post author By Digital Team
Post date January 27, 2022

Income for Life: Guaranteeing retirement income to last a lifetime Virtual Seminar Wednesday – February 9th, 2022 at 6PM

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:

Join us for an informational session that can help you set your financial direction and answer more of your questions:

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?

202 Salem Turnpike
Norwich, CT, 06360

MGA-1866660(CM).2-0119-0221

Announcements News

2022 Notice of Elections

Post author By Eric Blackburn
Post date January 18, 2022

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, Selma Ward and Director Jean Swift.

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 (273 signatures based on a CorePlus membership of 27,343 as of the last day of September 2021). 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, Vice Chair, CorePlus Federal Credit Union, 202 Salem Turnpike, Norwich, CT 06360, and must be received by the director no later than March 16, 2021.

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