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? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can 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 March 12th at ZOOM (Virtual)
Presented by Travis Stanley from TruStage™ Annuities

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 

Click here to reserve your place 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 Holland.R@lpl.com with any questions.

Holland Rajaniemi
CorePlus Wealth Management Advisor
CorePlus Credit Union

202 Salem Turnpike
Norwich, CT, 06360

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. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar.

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 February 26th at ZOOM
Presented by Travis Stanley from TruStage™ Annuities

Travis Stanley from TruStage™ Annuities will answer your retirement questions and help you:

• More confidently address the financial, lifestyle, and emotional transitions to retirement.
• Guard against risks and manage the inevitable ones.
• Gauge when you’re ready for retirement.

Click here to reserve your place 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 Holland.R@lpl.com with any questions.

Holland Rajaniemi
CorePlus Wealth Management Advisor
CorePlus Credit Union

202 Salem Turnpike
Norwich, CT, 06360

Understanding Medicare Virtual Seminar – Tuesday, January 21, 2025 at 6:00PM

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
6:00 PM EST on January 21st at ZOOM
Presented by Travis Stanley 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

Click here to reserve your place 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 Holland.R@lpl.com 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

Social Security and Your Retirement Virtual Seminar – Wednesday, January 8, 2025 at 6:00PM

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 – especially with how Social Security works.

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

Social Security and Your Retirement
6:00 PM EST on January 8th at ZOOM
Presented by Travis Stanley from TruStage™ Annuities

Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Travis Stanley from TruStage™ Annuities will walk through specifics about Social Security and help you understand:

• The rules for starting Social Security benefits
• How spouses coordinate their benefits
• Different things you can do to potentially increase your benefits
• Where Social Security fits into your retirement plans

Click here to reserve your place 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 Holland.R@lpl.com with any questions.

Holland Rajaniemi
CorePlus Wealth Management Advisor
CorePlus Credit Union

202 Salem Turnpike
Norwich, CT, 06360

Travis Stanley and TruStage™ are not affiliated with or endorsed by LPL Financial or CorePlus Wealth Management.

TruStage™ 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, 2000 Heritage Way, Waverly, IA, 50677. 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-4769383.2-0623-0625 © TruStage

There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement?

Join Travis Stanley from TruStage™ Annuities for a candid conversation on the importance of building your own financial future through investing. Take control of your financial future by learning how to become a successful lifelong investor.

Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation: 
Women and Investing
6:00 PM EST on December 12th at ZOOM
Presented by Travis Stanley from TruStage™ Annuities

Travis Stanley from TruStage™ Annuities will provide guidance as you explore:

• 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. Contact your CorePlus Wealth Management representative, Holland Rajaniemi at (860) 885-3680, or email at Holland.R@lpl.com with any questions.

Holland Rajaniemi
CorePlus Wealth Management Advisor
CorePlus Credit Union

202 Salem Turnpike
Norwich, CT, 06360

NORWICH, CONN. — CorePlus Credit Union has named a new official to its Board of Directors, the institution’s governing body. Kenneth P. Levy of Mystic was appointed as a Director to fill the unexpired term of former Director Selma Ward.

Ken has been a director of procurement and contracts for over 35 years, working for multinational firms headquartered in Connecticut, Massachusetts, Virginia, and Europe. He has experience in the biopharma, insurance, logistics, defense contracting, and high-tech manufacturing areas. Since retiring from Genzyme Corporation, a Sanofi Company, Ken has been active with various multiple myeloma research and support organizations.

He has a BS in Physics from Worcester Polytechnic Institute and is a Lifetime Certified Purchasing Manager (C.P.M.). Ken is on the board of Waterford Country School and serves as their treasurer and the chairman of their finance committee. He is also president of the board of his condominium association. He had previously served as president of the Connecticut chapter of the Institute for Supply Management and as chairman of its Northeast Supply Management Group.

Ken and his wife, Joanne, have been active volunteers in the Mystic community, including 25 years with the Mystic Outdoor Arts Festival. Ken has also served on CorePlus Credit Union’s Supervisory Committee since 2016.

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

About CorePlus Credit Union

CorePlus Credit Union is a federally chartered, member owned, not for profit cooperative. We are a not for profit, not for charity, but for service credit union founded in 1936. With a strong emphasis on community development and member well-being, CorePlus Credit Union is dedicated to creating financial wellness for all.

NORWICH, Conn. — Four interns successfully completed the CorePlus Credit Union Summer Internship Program on Friday, August 9th. The CPCU Summer Internship Program provides participants with valuable real world work experience in a financial institution. This year, CorePlus hosted Shelbie Desir and Iris Tang from Norwich Free Academy and Mercy Reynoso Germosen and Claudy Baron from New London High School.

Beginning on June 28th, CorePlus summer interns completed daily duties ranging from teller transactions to assisting in various consumer lending departments. They continuously developed skills including but not limited to customer service, cash handling, personal finance, sales, time management, organization, conflict resolution, basic lending, accounting, and quality control.

CorePlus has hosted students from two of the area’s largest high schools for 18 years. The program began in 2006 when the Director of Diversity at NFA and the CorePlus president at the time had a casual conversation about the lack of diversity in Norwich area financial institutions. They decided on the spot that an internship program could be the way to change that.

Since then, over 90 high school students have successfully completed the program. Four current CorePlus employees, including its CFO and one Branch Officer, are graduates of the internship program.

CorePlus staff strive to mimic their traditional new hire process as closely as possible for the program. Students are selected for the internship based upon their interview skills, complete a new hire orientation, and are reviewed using an abbreviated version of our performance appraisal. The interns are placed in branches and departments based on their interviews and areas of interest, and supervisors are encouraged to give them the same duties given to regular employees.

Mercy Reynoso Germosen stated, “My summer internship at CorePlus Credit Union was a great experience full of laughter, knowledge, and a welcoming environment from the very beginning — during our training with Kristen — to the end at the Groton branch with Briana, Brenda, and Melissa. As a recent high school graduate, I would recommend going for this internship — especially if you’re going into the finance field; if given the chance to, I would definitely do this internship again.”

Claudy Baron expressed a similar sentiment, stating, “I’m truly grateful that I was able to have the opportunity to participate in this program. This internship has refined several of my skills, and I feel it has made me better prepared for my future. I was able to work on my customer service and communication skills, my knowledge on finance has been broadened, and I had a great experience with my team, the members, and even the work I did.”

All CorePlus Summer Internship applicants must be at least 16 years old, have strong customer service skills, possess the ability to work with various technical platforms, and work well on teams and independently. Successful participants may be eligible for full or part-time employment with CorePlus following completion of the program.

About CorePlus Credit Union

CorePlus Credit Union is a federally chartered, member owned, not for profit cooperative. We are a not for profit, not for charity, but for service credit union founded in 1936. With a strong emphasis on community development and member well-being, CorePlus Credit Union is dedicated to creating financial wellness for all.