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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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 Management 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.
Retirement 101: Building a strong foundation for tomorrow
Tuesday, September 29, 2026 | 12 pm - 1 pm ET
Presenter: Benjamin Rizzuto, Director, Wealth Strategist at Janus Henderson
Host: Mark Bonfield, Wealth Advisor, GECU Wealth Management
Retirement planning is a journey, and the decisions you make along the way can shape your financial future. Whether you're just starting your career or approaching your peak earning years, having a plan can help you feel more confident about what's ahead. Join Benjamin Rizzuto, Director of Wealth Strategy with Janus Henderson Investors and Mark Bonfield, Wealth Advisor with GECU Wealth Mangement as they cover:
- Getting organized
- Paying down debt
- Saving for retirement
- Expecting the unexpected
- Setting yourself up for success
You'll walk away with practical strategies to help you build an action plan that aligns with your goals—no matter where you are in your retirement journey.
Make the most of your Social Security benefits
Wednesday, October 14, 2026 | 12 pm - 1 pm ET
Presenter: Travis Stanley, Director, Divisional Sales Manager - Annuities East, TruStage
Host: Zack Bailey, Wealth Advisor, GECU Wealth Management
Social Security plays an important role in many retirement plans but knowing when and how to claim your benefits can make a significant difference in your long-term financial security.
Join us for an informative webinar where Travis Stanley with TruStage, will break down the essentials of Social Security and help you better understand your options. We'll discuss: how benefits are calculated, spousal and survivor benefit considerations, how working in retirement may affect your benefits, common claiming mistakes, and so much more.
Reserve your spot today for a clearer understanding of how Social Security fits into your overall retirement income strategy.
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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 CREDIT UNION DEPOSITS OR OBLIGATIONS |
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