Shred Days are back at CorePlus with three opportunities for you!

These events are held in partnership with Infoshred as a way to protect individuals from identity theft, a growing concern. You may bring personal documents, financial records, credit card statements, insurance forms, canceled checks, bank statements and tax preparation worksheets to be shredded. These events are open to the public – you do not need to be a Member to bring documents to be shredded. To serve as many people as possible, please limit your volume to 3 boxes.

Plainfield

Date: Saturday, April 5, 2025
Time: 9:00am to 12:00pm
Location: 67 Lathrop Road, Plainfield, CT 06374

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

Waterford

Date: Saturday, May 24, 2025
Time: 9:00am to 12:00pm
Location: 40 Boston Post Road, Waterford, CT 06385

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

Norwich

Date: Saturday, September 13, 2025
Time: 9:00am to 12:00pm
Location: 202 Salem Turnpike, 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.

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 Nancy Bulkeley, David Moorehead, Louis Fusaro, Sr., and Kenneth Levy.

The following individuals have been nominated for election to 3-year terms each:

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.

In accordance with the bylaw provisions for the election of directors, additional nominees for a director position may be submitted by petition when signed by one percent (1%) of CorePlus members (313 signatures based on a CorePlus membership of 31,327 as of the last day of December 2024). 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: Mr. David Moorehead, CorePlus Federal Credit Union, 202 Salem Turnpike, Norwich, CT 06360, and must be received by the director no later than March 3, 2025.

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