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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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Planning your legacy with purpose

Tuesday, November 17, 2026 | 12 pm - 1 pm ET

Presenter: Steven Sweeney, Allianz Life
Hosted by: Erik Waldron, Sr. Wealth Management Advisor

What do you want your legacy to look like? Legacy planning isn't about how much you have. It's about making thoughtful decisions today that can help the people you care about, support the cases that matter to you, and ensure your wishes are understood. Join Steven Sweeney of Allianz Life and GECU Wealth Management Advisor Erik Waldron for a practical conversation about planning for what matters most. You'll learn how to:

  • Identify what you want your legacy to accomplish
  • Understand important estate planning considerations
  • Explore ways to support the people and causes you care about
  • Take practical steps toward putting your wishes into action

No matter where you are in life or how much you have, it's never too early to start planning for what matters most.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck. 
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:  

NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY 

NOT CREDIT UNION GUARANTEED 

NOT CREDIT UNION DEPOSITS OR OBLIGATIONS 

MAY LOSE VALUE 
General Electric Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. 
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

For additional information, please visit www.lpl.com/CRS.
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