Financial Wellness Events
Providing answers to your financial questions, and more.
Your financial health is important to us. We offer complimentary events on financial topics that impact everyone.
Upcoming Dates View Recorded Webinars
Financial Webinars
We're excited to provide you with professional advice right from the comfort of your own home, work, or wherever you are! We are planning a variety of live webinars on topics you truly care about, so check back often to register.
Upcoming Webinars
Register today and mark your calendar for these scheduled events:
Money Foundation Series
Learning practical money tactics is the first step in building a solid financial foundation. Join our upcoming webinar series as we discuss setting the foundation for growing your money and share resources you can use every day.
All Things Retirement Series
Planning for retirement can be stressful, even under the best situations. There's a lot of information available; so where do you start? Join us for our upcoming webinar series to help ensure you're on the right track!
Setting Financial Resolutions for the New Year
Wednesday, December 8th | 2 - 3 pm EST
Presenter: Todd Moore, with Trinity Debt Management3
A new year means new beginnings. Start 2022 off right by creating goals for your financial future! Our expert panelist, Todd Moore, will discuss budgeting and habits for a financially healthy new year.
Financial Planning for all Life's Milestones
Thursday, December 9th | 12 - 1 pm EST
Presenter: Erik Waldron, with Investment Services, provided by CFS1
Financial Planning doesn't have to be hard. Join CUSO Representative, Erik Waldron, as he gives an overview of the foundational aspects for all of life's events. We will discuss: setting goals, budgeting, emergency funds, credit, family planning, saving for college, and retirement.
View Past Webinars:
A Banking Guide for Veterans
Presenter: Deborah Olvera, Wounded Warrior Project
Presenter: Todd Moore, with Trinity Debt Management3
From deployment to transitioning from service, veterans and active-duty military personnel face unique financial needs and challenges. GECU teamed up with the Wounded Warrior Project® and Trinity Debt Management to bring you budgeting tips and resources tailored to the experiences of American heroes like you. Though we can never truly repay you for your sacrifice, we hope our complimentary webinars help you find financial freedom, save for the future, and more.
Medicare 101
Presenter: Joanne Giardini-Russell, Giardini Medicare1
Hosted by: Erik Waldron, with Investment Services, provided by CFS1
Is Medicare right for you? Join us for National Retirement Week as Medicare expert Joanne Giardini-Russell, with Giardini Medicare, speaks about: transitioning to Medicare, eligibility, coverage, costs, and more!1
Social Security: Maximize Your Retirement Income
Presenter: Heather Dulle, Protective1
Hosted by: Erik Waldron, with Investment Services, provided by CFS1
We’re closing out National Retirement Week with an informational webinar featuring panelist Heather Dulle, National Social Security Advisor Certificate Holder and Regional Vice President with Protective. There can be many questions surrounding Social Security, join us to get a head start on understanding the program and how it can benefit you.1
Presenter Bios
Erik Waldron, with Investment Services, provided by CFS1
For many people, the number one concern they have when it comes to retirement is running out of money. Erik will work with you to create a comprehensive financial plan to preserve your wealth, navigate common pitfalls, and help ensure your success in retirement. With over 22 years of industry experience, he looks forward to developing an individualized plan to meet your retirement goals. Erik graduated from Ohio University with a bachelor's degree in finance. He currently has Series 7, 63, and 65 licenses. Erik is licensed to sell securities in the following states: FL, IL, IN, KY, and OH. He is licensed for insurance in the states of OH, KY, and IN. Erik's main offices are located at our Mason and Loveland branches; he is available to meet with members at any location.
Ed Bender, with Legal Services, provided by Wood + Lamping LLP2
Edward Bender practices in the areas of: estate planning, taxation, and estate and trust administration. The estate planning area commonly includes planning for business owners, and Edward counsels them on their succession planning issues as well as their general corporate matters. Edward advises: individuals, banks, and trust companies in their roles as fiduciaries for probate estates and private trusts. He has extensive knowledge of the four areas of taxation concerning those who are planning their estate: the estate tax, the income tax, the gift tax, and the generation-skipping transfer tax. Edward's clientele is diverse, ranging from high net worth individuals considering a Domestic Asset Protection Trust, to parents with minor children who need a Contingent Trust for Minors, to persons who have a non-U.S. citizen spouse needing a Qualified Domestic Trust. Memberships and affiliations include: Cincinnati Bar Association, Cincinnati Estate Planning Council, Ohio State Bar Association, and the University of Cincinnati Foundation Gift Planning Subcommittee.
Todd Moore, with Trinity Debt Management3
Todd Moore serves as Director of Education for Trinity Debt Management. Working to improve the financial situation of both individuals and families through counseling and education, Todd also serves as an instructor to provide budgeting and credit education to clients struggling with debt. Todd has worked with the Ohio Treasurer's Office to promote financial education throughout Ohio and served as an instructor to the Ohio Smart Money Choices Conferences. Todd is a Certified Master Trainer for Credit Education through Credit Builders Alliance.
1Non-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.
Heather Dulle and Protective are not affiliated with CUSO Financial Services, L.P. and its associates.
Jennifer Giardini-Russell and Giardini Medicare are not affiliated with CUSO Financial Services, L.P. ("CFS") and/or General Electric Credit Union.
Christina Cuffari and Prudential Financial are not affiliated with CUSO Financial Services, L.P. and/or General Electric Credit Union.
Tim Uecker is not affiliated with CUSO Financial Services, L.P. and/or General Electric Credit Union.
2Legal Services, located in General Electric Credit Union's Reading Road office, is provided through CUSO Corp. - a credit union service organization wholly owned by General Electric Credit Union. Legal Services provided through the law firm of Wood + Lamping LLP.
3Trinity Debt Management is a partner of General Electric Credit Union and offers debt management assistance.
4Real Estate Services, located in General Electric Credit Union's Reading Road office, is provided through CUSO Corp. - a credit union service organization wholly owned by General Electric Credit Union. Real Estate Services provided through the Home Information Network, Inc.
5The projections or other information generated by MoneyGuidePro® regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. The return assumptions in MoneyGuidePro® are not reflective of any specific product, and do not include any fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used in MoneyGuidePro®. It is not possible to directly invest in an index. Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment.
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- Let us know what topics you’d like to hear about in an upcoming webinar. Email us at events@gecreditunion.org with your suggestions!
- Questions? Contact us at: events@gecreditunion.org.
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