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General Electric Credit Union

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
See a complete list of upcoming events and seminars at GECU

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

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.

Teaching Youth Financial Responsibility

Presenter: Todd Moore, with Trinity Debt Management3

Financial literacy is knowing how to establish and maintain healthy money habits. The earlier children develop these skills, the more prepared they'll be for managing money later in life.3

Webinar Recording Coming Soon

Your Future, Your Finances: Financial Planning: April 28th

Wednesday, April 28th | 1 - 2 pm EST
Presenter: Erik Waldron, with Investment Services, provided by CFS1

Join us to understand the importance of financial planning as you navigate your path to retirement.1

Register Online

Annuities 101: How Can They Help?: May 5th

Wednesday, May 5th | 1 - 2 pm EST
Presenter: Heather Dulle, Protective1
Hosted by: Erik Waldron, with Investment Services, provided by CFS1

Join us as we offer you valuable insights when it comes to annuities. You will learn about the different types, pros and cons, and learn if annuities are right for you.1

Register Online

Growing Your Money with Investing: June 30th

Wednesday, June 30th | 1 - 2 pm EST
Presenter: Erik Waldron, with Investment Services, provided by CFS1

There are many options when it comes to building your financial wealth, and investing can be one of them. In this webinar, we'll dive into the basics of investing..1

Register Online


All Things Retirement Series

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!

Preparing for Retirement: Long-Term Care and Medicaid: April 22nd

Thursday, April 22nd | 11 am - 12 pm EST
Presenter: Niki Johnson, Regional Sales Manager, with One America1
Presenter: Jennifer G. Anstaett, with Wood + Lamping, LLP2
Hosted by: Erik Waldron, with Investment Services, provided by CFS1

Learn about Long-Term Care and Medicaid options in this 60-minute webinar!

Register Online

Estate Planning 101: The Basics: May 20th

Thursday, May 20th | 11 am - 12 pm EST
Presenter: Ed Bender, with Legal Services, provided by Wood + Lamping LLP2
Hosted by: Erik Waldron, with Investment Services, provided by CFS1

It's important to have a plan. Join us to understand planning options in protecting your assets and income.

Register Online

Understanding Medicare: June 17th

Thursday, June 17th | 11 am - 12 pm EST
Presenter: Jennifer Giardini-Russell, Giardini Medicare1
Hosted by: Erik Waldron, with Investment Services, provided by CFS1

What is Medicare? Are you eligible? Join us as we discuss what you need to know.1

Register Online


 
Coping with Loss

What to do When a Loved One Passes

Wednesday, April 21st | 2 - 3 pm EST
Presenter: Tamara Barnett, Vice President of Business Development, GECU

Coping with the loss of a loved one is difficult; knowing the next steps can help make the grieving process a little less stressful. We're here to guide you through important financial considerations and where to start.

Register Online


Long-Term Care and Medicaid

Preparing for Retirement: Long-Term Care and Medicaid

Thursday, April 22nd | 11 am - 12 pm EST
Presenter: Niki Johnson, Regional Sales Manager, with One America1
Presenter: Jennifer G. Anstaett, with Wood + Lamping, LLP2
Hosted by: Erik Waldron, with Investment Services, provided by CFS1

Learn about Long-Term Care and Medicaid options in this 60-minute webinar!

Register Online


Financial Planning

Your Future, Your Finances: Financial Planning

Wednesday, April 28th | 1 - 2 pm EST
Presenter: Erik Waldron, with Investment Services, provided by CFS1

Join us to understand the importance of financial planning as you navigate your path to retirement.1

Register Online


Annuities

Annuities 101: How Can They Help?

Wednesday, May 5th | 1 - 2 pm EST
Presenter: Heather Dulle, Protective1
Hosted by: Erik Waldron, with Investment Services, provided by CFS1

Join us as we offer you valuable insights when it comes to annuities. You will learn about the different types, pros and cons, and learn if annuities are right for you.1

Register Online


Home Buying

Home Buying 101: Getting Started

Thursday, May 13th | 12 - 1 pm EST
Presenter: Mark McGrath, Real Estate Services4, and
Presenter: Tore Ramundo, Mortgage Loan Officer, GECU

Excited to start your homeownership journey, but not sure how to begin? Join us for our free Home Buying 101 webinar to learn about the process and get all your questions answered from our Real Estate Services team!4

Register Online


Estate Planning

Estate Planning 101: The Basics

Thursday, May 20th | 11 am - 12 pm EST
Presenter: Ed Bender, with Legal Services, provided by Wood + Lamping LLP2
Hosted by: Erik Waldron, with Investment Services, provided by CFS1

It's important to have a plan. Join us to understand planning options in protecting your assets and income.

Register Online


Medicare

Understanding Medicare

Thursday, June 17th | 11 am - 12 pm EST
Presenter: Jennifer Giardini-Russell, Giardini Medicare1
Hosted by: Erik Waldron, with Investment Services, provided by CFS1

What is Medicare? Are you eligible? Join us as we discuss what you need to know.1

Register Online


Investing

Growing Your Money: An Overview of Investing

Wednesday, June 30th | 1 - 2 pm EST
Presenter: Erik Waldron, with Investment Services, provided by CFS1

There are a lot of options when it comes to building your financial wealth, and investing can be one of them. Join us as we dive into the basics of investing.1

Register Online


View Past Webinars: 

Fraud and Scams

Avoiding Fraud and Scams

Presenter: Todd Lindgren, Cincinnati FBI

Join us as we discuss common threats and scams, helpful tips to prevent fraud, and how to report suspicious activity.

Watch the Recording


Social Security

What to Know About Social Security

Presenter: Heather Dulle, Protective Insurance
Host: Erik Waldron, with Investment Services, provided by CFS1

In this webinar, we'll answer common questions about Social Security and address different options that can help you to determine when receiving Social Security might be most beneficial for you.1

Watch the Recording


Annuities

The Power of Annuities

Presenter: Sonja V. Hayes,J.D., LL. M., M.B.A., CLU, with Prudential
Host: Erik Waldron, with Investment Services, provided by CFS1

Join us to learn about annuity options and how they can benefit you and your overall retirement income.1

Watch the Recording


Guardianships

Alternatives to Guardianship

Presenters: Jennifer Anstaett, attorney with Wood + Lamping LLP2 and
Erik Waldron, with Investment Services, provided by CFS1

If you're the designated guardian of a loved one, join us for our upcoming webinar to better understand the ins-and-outs of guardianship.2

Watch the Recording


Avoiding Risk

Something's Phishy: Avoiding Risk for Small Businesses

Presenter: Steve Eroskey, CMIT Solutions
Host: Jason Leyda, Vice President, Business Support and Treasury Management, GECU

According to Forbes, 58% of malware attack victims are small businesses.Is your business's information secure? Join us for a conversation about the latest phishing attacks and learn what steps you can take to stop them.

Watch the Recording


View Past Webinars

 

Presenter Bios

Presenter Erik Waldron

Erik Waldron, with Investment Services, provided by CFS1

Bio

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.

Presenter Ed Bender

Ed Bender, with Legal Services, provided by Wood + Lamping LLP2

Bio

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.

Presenter Todd Moore

Todd Moore, with Trinity Debt Management3

Bio

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.

Presenter Steve Eroskey

Steve Eroskey, with CMIT Solutions of Cincinnati

Bio

Steve, President of CMIT Solutions of Cincinnati, has over 30 years of experience in IT and also serves as the President of the Blue Ash Business Association. Being a business owner himself, Steve loves being able to help other small businesses achieve their goals. His expertise allows him to create enterprise class solutions, tailored to small businesses.

Presenter Jennifer McFarland

Jennifer McFarland, CIMA®, CRPC®, with Franklin Templeton1

Bio

Jennifer McFarland Barrett, Vice President Senior Advisor Consultant Franklin Templeton Distributors, Inc. San Mateo, California, United States. Jennifer McFarland Barrett is a vice president and senior advisor consultant representing Franklin Templeton in southwestern Ohio and northern Kentucky. As a trusted business partner, she brings valuable perspective to financial advisors in the areas of practice management, asset allocation and portfolio construction. Jennifer supports financial advisors and their clients in their pursuit to reach their long-term investment goals. She began her career in the financial services industry in 2000 and joined Franklin Templeton Investments in 2007. As an advisor to the advisor, Jennifer is a resource for all of Franklin Templeton’s investment solutions, including mutual funds, separately managed accounts, 529 plans and insurance products. Jennifer is a FINRA registered representative and holds the Certified Investment Management Analyst®, and Chartered Retirement Planning CounselorSM designations. She earned a Bachelor of Music in Piano Performance from the Cleveland Institute of Music and currently resides in Cincinnati, Ohio with her husband, Devon.

Presenter Greg Kendall

Greg Kendall, CIMA®, with Franklin Templeton1

Bio

Greg Kendall is a Senior Advisor Consultant representing Franklin Templeton in Houston and South-East Texas. As a trusted business partner, he brings perspective to financial advisors in the areas of practice management, asset allocation, and portfolio construction. Greg supports financial advisors and their clients in their pursuit to reach their long-term investment goals. He began his career in the financial services industry in 2007 and joined Franklin Templeton Investments in 2010. As an advisor to the advisor, Greg is a resource for all of Franklin Templeton's investment solutions, including: mutual funds, EFTs, separately managed accounts, 529 plans, and insurance products. Greg is a FINRA registered representative and holds the Series 6, 7, and 63 licenses. He earned a Bachelor of Arts in Radio and Television from San Francisco State University and currently resides in Houston with his wife and three children.

Presenter Brandon Fox

Brandon Fox, Internal Advisor Consultant, with Franklin Templeton1

Bio

Brandon is an Internal Advisor Consultant covering the South Ohio area. In this position, Brandon specializes in a range of products from mutual funds, ETFs, SMAs, and other investment vehicles. He graduated from Florida State University with a Bachelors of Science degree in Finance. Brandon has been with Franklin Templeton for three years. He currently resides in sunny St. Petersburg, Florida and spends most of his weekends golfing.

Presenter Sonja V. Hayes

Sonja V. Hayes, J.D., LL. M., M.B.A., CLU, Director, with Prudential1

Bio

Sonja Hayes possesses a broad depth of knowledge and experience that comes from over 20 years of service in the financial services industry. As part of Prudential Annuities' Advanced Planning Group, Sonja works extensively with financial professionals, CPAs, and attorneys to help them understand the complexities and opportunities of retirement planning, income distribution and estate planning with a focus on the use of insurance products. In addition to being a frequently requested speaker at broker/dealer and other national conferences, Sonja has authored articles for numerous industry publications and has developed continuing education curriculum and marketing materials.


Prior to joining Prudential, Sonja has worked in the Advanced Planning departments at Jackson National Life Insurance, MetLife Life Insurance, and General American Life Insurance Companies. Prior to that, Sonja was employed in the tax department of Edward Jones. She earned a B.A. from the University of Colorado-Denver, her J.D. from the University of Missouri-Columbia, her LL.M. in taxation from Washington University School of Law, and an MBA in Marketing from Strayer University. Sonja holds FINRA 6, 26, and 63 registrations, along with a Chartered Life Underwriter designation from the American College. She is a member of the bar associations in Illinois, Missouri, and Washington, D.C., the American Bar Association and the Bar Association of Metropolitan St. Louis, as well as the Society of Financial Service Professionals and the National Association for Female Executives.

Niki Johnson

Niki Johnson, Regional Sales Director, with One America1

Bio

Niki Johonson works with advisors in Banks and Broker/Dealer Channels covering Ohio, Pennsylvania, and West Virginia. She provides training and education in the area of Asset Based Long-Term Care planning with financial professionals and clients. She also has extensive experience with workshops, seminars, and point of sale for clients. Niki has worked exclusively with the senior market and care solutions product line since 1995. More than 25 years of experience in the areas of asset protection and income maximization. She is committed to helping advisors assist their clients in meeting their financial goals and objectives. Niki resides in Columbus, Ohio, with her husband. She enjoys spending time with family and grandchildren when she is not golfing or travelling.

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 McFarland is not affiliated with CUSO Financial Services, L.P. and/or General Electric Credit Union.
Greg Kendall is not affiliated with CUSO Financial Services, L.P. and/or General Electric Credit Union.
Brandon Fox is not affiliated with CUSO Financial Services, L.P. and/or General Electric Credit Union.
Sonja V. Hayes is not affiliated with CUSO Financial Services, L.P. and/or General Electric Credit Union. Does not provide legal advice or practice law as an attorney for Prudential Annuities.
Niki Johnson and One America are not affiliated with CUSO Financial Services, L.P. ("CFS") 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.
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.


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