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.
Register today and mark your calendar for these scheduled events:
Protecting Yourself from Fraud and Scams
Tuesday, November 10th | 6 pm - 7 pm EST
Presenter: Todd Lindgren, with the FBI - Cincinnati Office
Take Control of Your Financial Future: 5 Things Every Woman Should Know About Investing
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 Jennifer McFarland 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
Healthy Living Tips for Your Brain and Body
Wednesday, November 18th | 11 am - 12 pm EST
Presenter: Dayna Ritchey, with the Alzheimer's Association
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.
The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire
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
Managing Financial Stress into the New Year
Wednesday, December 16th | 1 pm - 2 pm EST
Presenter: Todd Moore, with Trinity Debt Management3
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
Holiday Budgeting and How to Stick to It
Presenter: Todd Moore, with Trinity Debt Management3
You budget for groceries and other everyday necessities, vacations, and events; what's stopping you from budgeting for the holiday season? As the holiday season sneaks up on us, what better time to plan your holiday spending budget than now! Join us as Todd Moore, from Trinity Debt Management, helps identify easy ways to prepare your wallet for the season of giving.3
Six Barriers to Investment Success: Uncovering Your Behavior Biases
Are hidden biases undermining your investment success? We like to think we invest rationally, but the field of behavior finance has shown there are social, emotional, and even cognitive factors affecting our financial decisions and stand in the way of investment success. By identifying these unconscious tendencies, we may have a better chance of meeting our long-term goals. Join us as Jennifer McFarland discusses: common behavioral biases, how biases affect our decision making ability, and the impact of biases on investment portfolios.1
Saving and Spending: Rebuilding Your Emergency Funds
Presenter: Todd Moore, with Trinity Debt Management3
Is your emergency fund running low due to the COVID-19 (Coronavirus) pandemic? It's hard to predict a global pandemic and how much it may set you back financially. However, setting aside money to cover unplanned expenses is crucial in preparing your rainy-day fund. Join us at Todd Moore, from Trinity Debt Management, guides you through tips on rebuilding your emergency funds and getting your savings back on track after COVID-19.3
Cyber Security for Business Owners: 5 Hidden Things that Put Your IT Systems at Risk
Presenter: Steve Eroskey, with CMIT Solutions of Cincinnati
As businesses are being forced to support a remote work force and at the same time rely more on technology to stay connected with their consumers, cyber security should be top of mind to prevent your organization from being victimized. You want to protect your private information but there can be hidden things you may not be aware of that are putting your valuable information at risk for fraud. Bring your lunch and join us from the comfort of wherever you are to discover 5 Hidden Things that Put Your IT Systems at Risk with CMIT Solutions Representative, Steve Eroskey.
View More Webinar Recordings
- Understanding Long-Term Care and Medicaid
- What You Need to Know About Medicare
- Unchartered Waters: Navigating Market Volatility
- Retirement Income Planning
- Estate Planning
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.
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 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.
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.
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.
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.
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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