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June 7th: Estate Planning
An estate plan is a map of how you want your personal and financial affairs to be handled in the future. This critical part of your overall financial plan helps ensure that your family’s financial needs will be taken care of, and your personal wishes be carried out in the manner you intended. You’ll learn the importance of an estate plan, essential documents, and key tax basics that can affect your plan.Register Now
June 25th: Importance of Financial Planning (Investment Services*)
A financial roadmap can motivate you to save money, help you meet your financial goals, and improve your overall financial security now and in the future. There’s a lot to consider when developing a financial plan that’s unique to you. Are you ready to get started?Register Now
Silver Dollar Club Presentations
Our Silver Dollar Club is a free benefit for our retired members. If you are enjoying retirement, or if you will be retiring this year, sign-up for our Silver Dollar Club. For more details, visit our Retiree Club page.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (member FINRA/SIPC) and SEC-Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment representatives are registered through CFS. General Electric Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
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