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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. That's why 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:


Rebuild Credit

Tax Law for Small Businesses

Thursday, January 28th | 11 am - 12 pm EST
Presenter: Susan Bosch, Enrolled Agent, Bosch Tax Services
Host: Jason Leyda, GECU

Session Details

Tax-time is an important time of year as a business owner and it can be difficult to navigate on your own. Join us as we kick-off the year with tax planning tips for small businesses. We will cover: steps to take as a new business, write-offs, what to look for in a good CPA, entities, updated business tax information, and more!

Register Online

Rebuild Credit

How to Rebuild Your Credit

February 2021 - Date coming soon!
Presenter: Todd Moore, with Trinity Debt Management3

Session Details

Your credit score is a vital piece of your financial life. Having a low score can lead to higher interest rates, expensive insurance, and other financial issues. Join us to learn steps you can take to get your credit moving in the right direction.3

Register Online


View Past Webinars: 

Retirement Planning for Small Businesses

Retirement Planning for Small Businesses

Presenters: Dave McClary, Retirement Plan Services Manager, CUSO Financial Services
Hosts: Jason Leyda, Vice President, Business Support and Treasury Management, General Electric Credit Union, and Erik Waldron, Registered Representative, CUSO Financial Services1

Session Details

As a small business owner, there are so many retirement plans to choose from and factors to consider that it can all seem overwhelming. We can help you make the right choices by reviewing what you need to know about available plans, from the recently enacted SECURE Act to the upcoming Ohio Secure Choice Retirement Savings Program - all while helping you avoid any costly mistakes.

Watch the Recording

Managing Financial Stress

Managing Financial Stress into the New Year

Presenter: Todd Moore, with Trinity Debt Management3

 

Session Details

Financial anxiety can affect many aspects of your life from mental distress or uneasiness. These emotions can creep up on us at any time, but it’s important to know how to take a step back and regain control of your mental health in a situation when stress may be attributed to your financial situation. Gear up for the new year and join us in learning how to manage financial stress and start 2021 off fresh with Trinity Debt Management.3

Watch the Recording


Before You Retire

The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire

Presenter: Brandon Fox, Internal Advisor Consultant, with Franklin Templeton1
Host: Erik Waldron, with Investment Services, provided by CFS1

Session Details

Are you as prepared for retirement as you’d like to be? With longer life spans, increasing health care costs and the diminishing role of traditional pensions, planning for retirement is more complex than ever. Choices made during the final years of your career can deeply impact your retirement plan. In this webinar we will discuss: timing your retirement and determining how much you might need, potentially increasing returns in your strategy, what to expect from Social Security, and factors other than money that can have an effect on your retirement.1

Watch the Recording


Women and Investing

Take Control of Your Financial Future: 5 Things Every Woman Should Know About Investing

Presenter: Greg Kendall, CIMA®, with Franklin Templeton1
Host: Erik Waldron, with Investment Services, provided by CFS1

Session Details

Are you aware of the unique financial challenges women face when it comes to investing? The choices you make about working, having a family, or responding to life's curveballs can have a significant impact on your financial future. Join us as Greg Kendall dives into: your instinctive investor skills, how life's priorities can impact your plan, why investing for a family can add a layer of complexity, financial implications, and more.1

Watch the Recording


Healthy Living Tips for Your Brain and Body

Healthy Living Tips for Your Brain and Body

Presenter: Dayna Ritchey, with the Alzheimer's Association

Session Details

There are lifestyle habits we can adopt at any age to help maintain or even improve our health. These habits may also keep our brains healthy as we age and possibly delay the onset of cognitive decline. We're partnering with the Alzheimer's Association® to bring you healthy living tips and discussion surrounding four areas of lifestyle habits that play an important role in healthy aging. Join us to learn about the steps you can take now to improve or maintain your overall health in cognitive activity, physical health and exercise, diet and nutrition, and social engagement.

Watch the Recording


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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.

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.
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.


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