Announcements Archives - CorePlus Credit Union

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 9th 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

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

We take your privacy very seriously. Please view our Privacy Policy to learn more.

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 effect some of the strategies.

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.

GA-5990973.2-0325-0427 © TruStage

Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to face additional risks.

Find out new ways of managing your investment risk with the Investment Diversification seminar on 12/02/2025 at 6:00 PM via ZOOM.

Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:
Investment Diversification
6:00 PM EST on December 2nd at ZOOM
Presented by Travis Stanley from TruStage™ Annuities

Travis Stanley from TruStage™ Annuities will assist you in understanding the following:

What traditional portfolio diversification is
How the investment landscape changes
How you can pursue your goals while mitigating risk
How new annuity options help you rethink diversification

Click to Register

Holland Rajaniemi
CorePlus Wealth Management Advisor
CorePlus Credit Union

202 Salem Turnpike
Norwich, CT, 06360

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.

During this presentation, annuities will be discussed. 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. Withdrawals made prior to age 59½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.

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.

GA-7678238.1-0225-0327 © 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 18th 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.

Holland Rajaniemi
CorePlus Wealth Management Advisor
CorePlus Credit Union

202 Salem Turnpike
Norwich, CT, 06360

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

TruStage^TM 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.

GA-4751587.3-0325-0427 © TruStage

Income for Life Virtual Seminar – Thursday, November 6, 2025 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 November 6th at ZOOM
Presented by Travis Stanley from TruStage™ Annuities

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:

Sources of retirement income you can rely on
Retirement risks you face now
Income strategies you should consider
How you can use annuities to guarantee income for life

Click here to reserve your place at this upcoming seminar.

Holland Rajaniemi
CorePlus Wealth Management Advisor
CorePlus Credit Union

202 Salem Turnpike
Norwich, CT, 06360

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

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.

GA-4751390.3-0225-0327 © TruStage

Medicare and You Virtual Seminar – Thursday, October 30, 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 October 30th 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:

Key differences between Medicare parts A, B, C and D
Tips for choosing your coverage
How to enroll in Medicare
How to plan your retirement income with health care costs in mind

Click here to reserve your place at this upcoming seminar.

Holland Rajaniemi
CorePlus Wealth Management Advisor
CorePlus Credit Union

202 Salem Turnpike
Norwich, CT, 06360

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

CMGA-4768487.2-0723-0725 © TruStage

Social Security and Your Retirement Virtual Seminar – Monday, October 6, 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 October 6th 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.

Holland Rajaniemi
CorePlus Wealth Management Advisor
CorePlus Credit Union

202 Salem Turnpike
Norwich, CT, 06360

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

GA-4769383.3-0225-0327 © TruStage

NORWICH, Conn — CorePlus Credit Union (CPCU), in partnership with UCFS Healthcare, continued its commitment to supporting local students by achieving record-high numbers in its annual Backpack and School Supply Drive. The 2025 initiative collected and distributed 603 backpacks filled with essential school supplies, significantly higher than in 2024 (401) and 2023 (114).

It’s a longstanding value at CPCU that all children deserve access to essential school supplies to be better prepared for class, more confident in their abilities, and more engaged in learning. Unfortunately, many families across Connecticut continue to face financial challenges that make it difficult to afford these essentials. This annual drive helps close that gap while easing the burden on teachers, who often purchase supplies for their students out of pocket.

Donations were accepted between June 23 and August 1, 2025, at all seven CorePlus branch locations across Eastern Connecticut, as well as at UCFS Healthcare sites. The distribution event took place on Wednesday, August 6, 2025, from 4:00 p.m. to 6:00 p.m. at UCFS’s Edward & Mary Lord Family Health Center located at 47 Town Street in Norwich.

“The perennially growing success of this event is driven by the generosity of our Credit Union members, employees, sponsors, and community,” said CPCU Marketing Manager Eric Blackburn. “Every child deserves to start the school year with the tools they need to succeed. This year, the substantial impact of this event is a reflection of the power of community coming together for a shared purpose.”

Sponsorships from Scient Federal Credit Union, Champagne Motor Car Company, Troiano Chrysler Dodge Jeep RAM, and Gates GMC provided critical funding for backpacks and supplies. CorePlus Credit Union also matched the first 50 backpack donations, ensuring at least 100 local children would begin the school year fully equipped.

This year’s effort was made even more meaningful as CorePlus and Scient prepare to join forces through an upcoming merger, pending membership approval. CorePlus is grateful to Scient for their enthusiastic participation and shared commitment to serving our community. Members of both credit unions can look forward to an expanded product and service suite, a larger branch network, and the increased ability to provide ongoing support to our communities through monetary, volunteer, and educational efforts.

The August 6, 2025, distribution event was broadcast live on Full Power Radio (Jammin’ 107.7) and featured family-friendly activities, giveaways, and resources provided by numerous community organizations, including:

CorePlus Credit Union
UCFS Healthcare
Scient Federal Credit Union
Otis Library
Rose City Learning Center
Norwich Bully Busters
East Great Plains Volunteer Fire Company Inc.
Jewish Family Services of Greenwich
Read to Grow
Double Daggers Tattoo
Latinos for Educational Advocacy and Diversity (L.E.A.D.)
Uncas Health District
Wondr Nation
Norwich Public Schools
American Heart Association
Yantic Volunteer Fire Department
Norwich Police Department
Operation Lifesaver, Inc.

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. For more information, visit coreplus.org.

CorePlus Credit Union is proud to support the Federal Trade Commission (FTC) in their efforts to combat fraud.

Join the FTC for Military Consumer Month, July 2025

Sometimes people don’t even know they’ve experienced a scam until they’ve already lost money. Military consumers reported losing $584 million to fraud in 2024 — an enormous loss. That’s why, throughout the month of July, the FTC is giving you tools to raise the volume on practical advice to help yourself — and your buddies — spot, avoid, and report scams.

Identity Theft Awareness Week Events:

Wednesday, July 16th

Military Consumer Month: Spotting and Avoiding Job Scams with Wounded Warrior Project Warriors to Work Program – Wednesday, July 16, 2025 | 1:00PM ET

Thursday, July 17th

Helping Military Families Protect Against Scams with GoVA Foundation – Thursday, July 17, 2025 | 2:00PM ET

Wednesday, July 23rd

FTC, VA, and AARP Talk: Scam Basics for Military Servicemembers, Veterans, and Families – Wednesday, July 23, 2025 | 3:00PM ET

About the Federal Trade Commission

The FTC works to stop deceptive and unfair business practices and scams, and to help consumers like you recognize and recover from them. Sign up for email updates at ftc.gov/subscribe.

Report to the FTC

Report fraud, scams, or bad business practices to the FTC at ReportFraud.ftc.gov. Watch a video, How to Report Fraud at ReportFraud.ftc.gov, to learn more.Your report goes into the FTC’s Consumer Sentinel database, which is available to federal, state, and local law enforcement across the country.

Donate school supplies starting, Monday, July 7th through Monday, August 1st for the benefit of local students grades K-12 at any CorePlus branch location!

UCFS Healthcare strives to eliminate health disparities and improve the health and well-being of the community. They provide resources to some of our areas of greatest need and build partnerships when demand is beyond their capacity to fulfill alone. Our missions are aligned in wanting to eliminate disparities and improve the overall health (both physical and financial) within the community.

Learn more about UCFS Healthcare at https://www.ucfs.org/

Thank you to our 2025 Backpack Drive Supporters!

Click to View a Complete List of Suggested School Supply Item Donations

School Supply Drop-Off Locations

East Lyme

Foxwoods

Groton

Norwich

Pawcatuck

Plainfield

Waterford

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 June 24th 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

Click to Register

Holland Rajaniemi
CorePlus Wealth Management Advisor
CorePlus Credit Union

202 Salem Turnpike
Norwich, CT, 06360

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

We take your privacy very seriously. Please view our Privacy Policy to learn more.

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.