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
New! 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:
Setting Yourself Up for Success: Retirement Income Planning
Wednesday, July 15th l 1 pm - 2 pm EST
Presented by Investment Services, through CUSO Financial Services, L.P.*
You've saved and invested in light of your golden years ahead, but as retirement nears, you begin to question if you're financially prepared. Having a plan is essential to ensure sufficient retirement income, and our CFS* professionals are here to help guide you through what to consider in helping establish financial stability. Join us in learning how to take charge and feel comfortable in planning for your retirement.
Estate Planning: Planning for the Unexpected
Thursday, July 30th l 11 am - 12 pm EST
Presented by Legal Services, through Wood + Lamping LLP**
Life is full of uncertainty, and while there's no such thing as a "one size fits all" estate plan, planning a map for your personal and financial affairs provides control and avoids burden on your loved ones in the future. Bring your lunch and join us while Ed Bender, from Wood + Lamping LLP, discusses concepts and strategies to assist you in thinking about your own estate planning needs.
View Past Webinars:
*Non-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.
**Legal 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.
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