Seminars Archives - CorePlus Credit Union

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:

What is traditional portfolio diversification?
How has the investment landscape changed?
How can you achieve your goals with the least amount of risk?
How can new annuity options help you rethink diversification?

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

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

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 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:

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.

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 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.

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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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 – Wednesday, August 7, 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 August 7th 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:

What sources of retirement income will you rely on?
What retirement risks do you face now that you’re drawing on their savings?
Which income strategies should you consider?
How can you 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

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 – Wednesday, July 24, 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 July 24th 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.

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 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, July 17, 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 July 17th 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™ 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.

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 March 19th 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:

What is traditional portfolio diversification?
How has the investment landscape changed?
How can you achieve your goals with the least amount of risk?
How can new annuity options help you rethink diversification?

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

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-1803467.6-1220-0123 © CUNA Mutual Group

Dear client, We are excited to share some great news. Keith Noyes has joined our team as Sales Coordinator, bringing a fresh perspective to CorePlus Wealth Management. In this position he will support Holland, our financial advisor, and looks forward to helping all of you. We wanted to expand our team to provide the best service possible for you, and are thrilled that Keith joined as he will be a great fit for our team. To help you get to know Keith, here’s a quick glimpse into his background. Keith joined CorePlus Credit Union as a Credit Union Professional where he experienced multiple aspects of the banking industry as well as meeting CPCU’s wonderful members. Keith holds a B.B.A. in Finance from Radford University. During his time at Radford University, he became the President of a student-run portfolio where he was instrumental in growing the portfolio to over two million dollars. Keith is a first generation high school and college graduate and his goal is to help others gain financial literacy & independence. Besides his passion for finance, Keith is a skilled gamer who specializes in strategic games. Keith looks forward to meeting with you and helping you reach your financial goals. Keith is excited to join us and committed to providing you with the best possible service. If you’d like to welcome Keith directly, his email is knoyes@coreplus.org.

All of us at CorePlus Wealth Management look forward to serving you.

Best regards,

Financial Advisor

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The CorePlus Wealth Management Services at CorePlus is staffed by Holland Rajaniemi, who can help you map out a personal financial management program.

To set a no-cost, no-obligation appointment, call Holland Rajaniemi at (860) 885-3680, or email at Holland.R@LPL.com.

Holland Rajaniemi
CorePlus Wealth Management Advisor
CorePlus Credit Union

202 Salem Turnpike
Norwich, CT, 06360