Resources
Our Wealth Management events offer practical guidance from GECU financial advisors to help you manage your assets, prepare for retirement, and make informed decisions for a secure future.
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Your retirement paycheck: Navigating retirement distributions with confidence
Tuesday, July 14, 2026 | 11 am - 11:30 am ET
Presenter: Erik Waldron, Sr. Wealth Management Advisor
As you approach retirement, one of the most important questions becomes: How and when should you start using your savings? Join Erik Waldron, Senior Wealth Advisor with GECU Wealth Management, for an informative session designed to simplify retirement distributions and help you feel confident in your next steps.
In this webinar, you'll learn:
- Which accounts to draw from—and how to take distributions equally
- Important withdrawal rules and requirements
- Key investment considerations that may impact your decisions
- How to get the most out of funds for you and your beneficiaries
Walk away with practical insights and clearer path forward so you can make informed, confident decisions about your retirement income.
A beginner's guide to Medicare
Tuesday, August 25, 2026 | 12 pm - 1 pm ET
Presenter: Joanne Giardini-Russell, Giardini Medicare
Hosted by: Erik Waldron, Sr. Wealth Mangement Advisor
Medicare can feel confusing—but it doesn't have to be. In this webinar, Joanne Giardini-Russell of Giardini Medicare will dive into the basics: What Medicare covers, when to enroll, and how to choose the options that best fit your needs. You'll gain a clear understanding of:
- Medicare part A, B, C, and D
- Important timelines and deadlines, and
- Common Medicare mistakes to avoid
This information will help you feel more confident and empowered to make the right coverage decisions for your future.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. General Electric Credit Union (GECU) and GECU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using GECU Wealth Management, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, GECU or GECU Wealth Management. Securities and insurance offered through LPL or its affiliates are:
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NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY |
NOT CREDIT UNION GUARANTEED |
NOT CREDIT UNION DEPOSITS OR OBLIGATIONS |
MAY LOSE VALUE |
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