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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 December 3rd 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:

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

This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial professional. 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-3487222.2-0823-0925   © TruStage

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 November 5th at ZOOM
Presented by Travis Stanley from TruStage™ Annuities

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

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.

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

If you do not wish to receive marketing-related material at this email address, reply to this message with “remove” in the subject line. The sender will contact you to ensure we comply with your wishes.

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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.

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-4751587.2-0923-1025   © TruStage

Income for Life Virtual Seminar – Tuesday, October 29, 2024 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 October 29th at ZOOM
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:

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.

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

Understanding Medicare Virtual Seminar – Tuesday, October 15, 2024 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 October 15th 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:


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 – Thursday, October 3, 2024 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 October 3rd 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:


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

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.

Our next Shred Day is:
Saturday, September 14th
9 AM to 12 PM

Location:
202 Salem Tpke.,
Norwich, CT
06360

During this event, we will be accepting monetary donations for ECHO Cancer Foundation.

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.

Please be aware of the following changes to our Skip-A-Pay Program Eff. 08/01/2024

Eligibility Requirements:

  • There is a $30 Non-refundable processing fee for each monthly payment skipped, which may be paid by cash or funds on deposit.
  • You must be an owner of the specified account to request a Skip-A-Payment. Loan(s) must be active for six (6) months.
  • Member must be in good standing and the request must be within the member’s payment grace period. Skipped payment requests outside of the grace period will be denied.
  • Members may request two (2) Skip-A-Payments per calendar year. No more than two (2) consecutive months skips. No more than a maximum of six (6) skipped payments over the life of the loan.
  • Some loan products are not eligible for Skip-A-Payment. Please consult a representative for more information.

Important Information:

A Skip-A-Payment is a modification to your loan agreement. Any payment(s) skipped will extend the term of your loan by one month per skip and you agree to continue to make payments of the same amount until what you owe is repaid. Skipping payments will increase the amount of interest you pay over the life of the loan. Ancillary products such as life, disability or debt protection will continue to accrue. Multiple Skip-A-Payments may reduce a potential Guaranteed Asset Protection (GAP) claim, contact your provider for more details about how Skip-A-Payment may affect your coverage. You are responsible for suspending any automatic payments you may have initiated for each monthly payment you are requesting to skip. CorePlus Federal Credit Union reserves the right to deny any request to skip payments. If you are eligible and your request is approved, your request will be processed for the months you have selected to skip. If your request is not approved, you will be notified within five (5) business days of the receipt of your request.

For additional information, please contact a CorePlus Credit Union representative today at 860-886-0576 or visit us at any of our convenient locations!

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 September 10th 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:

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. 

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, mayinvolve 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