News 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 September 23rd 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.

CMGA-5990973.1-1023-1125 © 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 09/08/2025 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 September 9th 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 August 20th 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 – Wednesday, August 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 August 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 – Wednesday, July 23, 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 July 23rd 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 – Wednesday, July 9, 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 July 9th 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.

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-4769383.3-0225-0327 © 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 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.

Event Details:
Date: Tuesday, May 27, 2025
Time: Meeting begins at 8:00 AM
Location: Norwich Branch Lobby – 202 Salem Tpke., Norwich, CT 06360 or virtually via ZOOM

Click Here to Register for CPCU’s Annual Meeting

2024 Annual Report

Click to View Our 2024 Annual Report

2024 Community Impact Report

Click to View Our 2024 Community Impact Report

2025 ANNUAL MEETING & NOTICE OF ELECTIONS

The Nominating Committee, consisting of Directors Nancy Bulkeley, David Moorehead, Louis Fusaro, Sr., and Kenneth Levy has presented its report of nominees for the Board of Directors in accordance with the bylaws of CorePlus Federal Credit Union. The following individuals have been nominated for election.

Three Year Term

Kyle Dykes – With over 12 years of public accounting experience in Atlanta, GA, and Providence, RI in 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 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 also the lead pastor at Gallup Hill Baptist Church.

Jesse Luis – As Vice President of Development for Foxwoods Resort Casino, his primary role is overseeing and executing resort development initiatives, as well as, expanding the Foxwoods brand both nationally and internationally. Mr. Luis has over 30 years of hospitality industry experience and has done over $2 Billion in hotel real estate acquisitions and development throughout the United States. He holds a law degree from Rutgers School of Law-Newark, a Master’s in Business Administration from Rutgers Graduate School of Management, and a Bachelor of Science degree from Cornell University.

Election and Meeting

Having met the bylaw provisions that at least one nomination be made for each vacant position, there will be no nomination(s) from the floor. No petition nominations having been received the election will be a single vote cast by the secretary in acclamation and will not be conducted by ballot.

The CorePlus Federal Credit Union annual meeting will be held on Tuesday, May 27, 2025 at CorePlus Federal Credit Union, 202 Salem Turnpike, Norwich CT starting at 8:00am.

Jean Swift,
Board Chair

Click to View Our 2024 Annual Meeting Minutes
2024 ANNUAL MEETING MINUTES – MAY 28, 2024

Join us for “Money 101: A Financial Toolkit for Young Adults” presented by CorePlus Credit Union in partnership with Otis Library!

Designed for young adults between the ages of 16 and 22; Learn the importance of saving money, dealing with debt, how to get a good credit score, managing student loan debt and other necessary skills through a budget simulation exercise led by CorePlus Credit Union in partnership with Otis Library!

CorePlus Credit Union Presents “Money 101: A Financial Toolkit for Young Adults” – Budget Simulation Exercise
Date: Wednesday, April 2, 2025
Time: 5:30PM – 6:30PM
Location: Otis Library (Meeting Room, 2nd Floor) – 261 Main St., Norwich, CT 06360

Click Here to Register for Money 101: A Financial Toolkit for Young Adults

CorePlus Credit Union is proud to support the Federal Trade Commission (FTC) in their efforts to prevent identity theft.

Join the FTC for Identity Theft Awareness Week 2025, Jan. 27 – 31

Has someone used your personal information to open accounts, steal your tax refund, or file fake health insurance claims? That’s identity theft. It can happen to anyone, but simple steps can help lessen the chance it will happen to you.

Join the FTC for Identity Theft Awareness Week 2025. The FTC and its partners will host free podcasts, webinars, Facebook Live interviews, and other events focused on avoiding and recovering from identity theft and spotting scams. Information for everyone will be available with additional advice for servicemembers, older adults, young adults, and business owners.

Identity Theft Awareness Week Events:

Monday, January 27th

Webinar: Every year, military servicemembers, Veterans, and their families report losing millions of dollars to fraud and scams — over $470 million in 2023 alone. Join the FTC and Better Business Bureau in a discussion about how scammers target military consumers. Learn ways to protect your personal and financial information and your military benefits — and how to share what you know with others. To join click here.

Tuesday, January 28th

Webinar: The FTC and Veterans Affairs celebrate Identity Theft Awareness Week and Data Privacy Week in a discussion to help veterans spot and avoid scams and fraud impacting veteran. Check back for a link to view the event.

Wednesday, January 29th

Webinar: The FTC and Korean Community Center of Greater Washington discuss understanding and avoiding identity theft at 12 PM ET. This event will be in Korean.

Thursday, January 30th

Webinar: The FTC and Social Security Administration discuss understanding and avoiding identity theft at 12 PM ET. To join click here.
Webinar: The FTC and Social Security Administration discuss understanding and avoiding identity theft at 2 PM ET. This event will be in Spanish. To join click here.
Webinar: The FTC and UnidosUS discuss understanding and avoiding identity theft at 4 PM ET.