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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

Watch the Recording

Your Future, Your Finances: Financial Planning

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

Watch the Recording

Annuities 101: How Can They Help?

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

Watch the Recording

Growing Your Money with Investing

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

Watch the Recording

Finances for Single Parents

Presenter: Todd Moore, with Trinity Debt Management3

Every family is unique in its own way. Parenting in itself can be difficult, and added financial stress can be overwhelming. Join us to learn tips and tricks to navigating family finances on your own.3

Webinar recording coming soon!

The 411 on Credit

Presenter: Todd Moore, with Trinity Debt Management3

We're diving into credit! Learn all about credit, including: what it is and how it works, how your score can impact your financial life, the importance of a good credit score, and more!3

Watch the Recording


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
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!

Watch the Recording

Estate Planning 101: The Basics

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

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

Watch the Recording

Understanding Medicare

Presenter: Joanne 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

Watch the Recording

Retirement Benefits: Social Security

Presenter: Heather Dulle, Protective1
Hosted by: Erik Waldron, with Investment Services, provided by CFS1

There are many decisions to make when it comes to Social Security. Join us for an informational online webinar as we help you navigate your transition.1

Watch the Recording

Getting to Know Medicare

Presenter: Joanne Giardini-Russell, Giardini Medicare1
Hosted by: Erik Waldron, with Investment Services, provided by CFS1

Is Medicare right for you? In this webinar learn about transitioning to Medicare, eligibility, coverage, costs, and more!1

Watch the Recording

Elder Law: What is It?

Presenter: Jennifer Anstaett, Attorney, Wood + Lamping, LLP2

Join us as we discuss ways to protect you and your loved ones’ future by learning about: Medicaid, Guardianship, Disability, and Elder Abuse.2

Watch the Recording

Will You Have Enough Income in Retirement?: Sept. 30th

Thursday, September 30th | 12 - 1 pm EST
Presenter: Erik Waldron, with Investment Services, provided by CFS1

You spend your working years preparing and saving for retirement; however, far too many feel unprepared as they near retirement age. In this webinar we will discuss how to plan for a financially successful retirement.1

Register Online


Small Business Series

How to Start a Small Business Series

Now's the time to make your small business dream a reality. In this webinar series, we'll provide you the necessary steps to get your business off the ground!

Bringing Your Idea to Market

Presenter: Eric Williams, Small Business Development Center (SBDC)
Hosted by: Jason Jones, Business Services, GECU

You have big plans but how do you turn your dreams into reality? In this webinar, Small Business Development Center's Business Advisor, Eric Williams, shares the steps you need to take and what to think about when bringing an idea to market.

Watch the Recording

Business Structure and Licensing

Presenter: Fern Goldman, with Wood + Lamping LLP2
Hosted by: Philip Harrison, Business Services, GECU

The process of registering your business entity and all things legal can be overwhelming. Join us as we guide you through your options and the process.

Watch the Recording

Funding

Presenter: Katie Burba, Business Services, GECU
Hosted by: Emily Skidmore, Business Services, GECU

Have a big idea? Learn about options to fund your idea to get your business idea off the ground.

Watch the Recording

General Operations and Bookkeeping

Presenter: Susan Bosch, Bosch Tax Services
Hosted by: Derrick Tye, Business Services, GECU

There are many aspects to keeping a business running smoothly. Join us as we discuss key operational components and how to keep your financial transactions in tact.

Watch the Recording


 
Holiday Scams

Tips to Avoid Holiday Scams

Tuesday, September 21st | 11 am - 12 pm EST
Presenter: Todd Lindgren, with the Cincinnati FBI

There are many traditions throughout the holiday season -­don't let fraud be one of them. Join us as Todd Lindgren with the Cincinnati FBI shares common holiday schemes with tips to help keep your money safe.

Register Online


Retirement Income

Will You Have Enough Income in Retirement?

Thursday, September 30th | 12 - 1 pm EST
Presenter: Erik Waldron, with Investment Services, provided by CFS1

You spend your working years preparing and saving for retirement; however, far too many feel unprepared as they near retirement age. In this webinar we will discuss how to plan for a financially successful retirement.1

Register Online


Treasury Management

Benefits of Treasury Management with GECU

Tuesday, October 19th | 12 - 1 pm EST
Presenter: Jason Leyda, Vice President of Business Support & Treasury Management, GECU
Hosted by: Emily Skidmore, Business Services, GECU

At General Electric Credit Union, we do business differently. Join us to learn how our Business Services team of experts can help take your business to the next level.

Register Online


View Past Webinars: 

College Expense

How to Be Financially Ready for College Expense

Presenter: Erik Waldron, with Investment Services, provided by CFS1

Headed to college? Join us to learn more about college saving options as you work to invest in yourself and your educational journey.1

Watch the Recording


Elder Law

Elder Law: What is It?

Presenter: Jennifer Anstaett, Attorney, with Wood + Lamping, LLP2

Join us as we discuss ways to protect you and your loved ones’ future by learning about: Medicaid, Guardianship, Disability, and Elder Abuse.2

Watch the Recording


411 on Credit

The 411 on Credit

Presenter: Todd Moore, with Trinity Debt Management3

We're diving into credit! Learn all about credit, including: what it is and how it works, how your score can impact your financial life, the importance of a good credit score, and more!3

Watch the Recording


Medicare August

Getting to Know Medicare

Presenter: Joanne Giardini-Russell, Giardini Medicare1
Hosted by: Erik Waldron, with Investment Services, provided by CFS1

Is Medicare right for you? In this webinar learn about transitioning to Medicare, eligibility, coverage, costs, and more!1

Watch the Recording


Social Security 2

Retirement Benefits: Social Security

Presenter: Heather Dulle, Protective1
Hosted by: Erik Waldron, with Investment Services, provided by CFS1

There are many decisions to make when it comes to Social Security. Join us for an informational online webinar as we help you navigate your transition.1

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.
Christina Cuffari and Prudential Financial are 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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