These complimentary Financial Webinars are aimed at providing you with the necessary information to take charge of your financial future.
During these no-cost, no-obligation workshops, you'll learn about the various factors that contribute to a well rounded financial plan and get answers to the questions that are most important to you and your specific goals.
May 1 - Income for Life | 6 PM
You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?
Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:
Presented by Travis Stanley from CUNA Mutual Group.
You’ll learn more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:
- What sources of retirement income will you rely on?
- What retirement risks do you face now that you’re drawing on their savings?
- Which income strategies should you consider?
- How can you use annuities to guarantee income for life?
Reserve Your Virtual Seat - 6:00 PM
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies.
Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims-paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.
This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates, these entities and Travis Stanley are not affiliated with LPL Financial. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers
CMGA-4751390.1-0522-0624 © CUNA Mutual Group
May 29 - Three Transitions to Retirement | 6:00 PM
Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement.
You can attend this seminar at no cost and no obligation.
Presented by: Travis Stanley from TruStage™ Annuities who will answer your retirement questions and help you:
- More confidently address the financial, lifestyle, and emotional transitions to retirement.
- Guard against risks and manage the inevitable ones.
- Gauge when you’re ready for retirement.
You’re welcome to bring a guest – but space is limited. Please make your reservations today.
Reserve Your Virtual Seat - 6:00 PM
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies. Investing involves risk including possible loss of principal.
TruStageTM Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state and may not be available in all states or through all broker/dealers.
CMGA-4751587.2-0923-1025 © TruStage
WE'LL BE WITH YOU EVERY STEP OF THE WAY.
Whether you're saving for your children's education, planning for your retirement or securing your family's financial future, you can depend on Erie Advisors to help you find strategies to address your long-term financial objectives.
Unlike some financial companies, our focus is on investment strategies and service. You can feel confident that you'll receive the same level of personal service together with the knowledge you need to make sound financial decisions.
Through LPL Financial, Erie Advisors offers a vast array of exceptional wealth management products and services including:
- Comprehensive financial guidance
- Retirement planning and income strategies
- 401(K) transition assistance
- Investment management
- Insurance needs analysis
Meet the Team
Chuck Molloy, LPL Financial Advisor.
Check the background of this investment professional on FINRA's BrokerCheck.
Whether it is a long term strategy, or just a portfolio check-up, Chuck will work with you to customize a strategy for your financial future. He is dedicated to building long-term, professional relationships and is a resource to help you pursue financial independence before retirement while balancing life along the way. By achieving this, you decide when and how you want to retire.
Chuck is now accepting appointments for a complimentary, no-obligation review of your financial health.
Dave Garres, LPL Financial Advisor.
Check the background of this investment professional on FINRA's BrokerCheck.
When you're making important decisions about your financial future, you want sound, personalized advice from someone who knows you well. Dave is committed to providing personalized strategies for each of his clients and their families. He can help you build a plan that’s right for your life, whether you’re just getting started, saving for your child’s education, saving for retirement or living in retirement. He is thoroughly committed to ensuring that you understand your overall financial situation in order to meet your needs and increase your financial confidence.
Dave is now accepting appointments for a complimentary, no-obligation review of your financial health.
Ansley Husted, Program Coordinator.
Ansley is passionate about building relationships with members and clients and assisting them with their financial needs. As Program Coordinator, she can assist members to schedule appointments with Dave and Chuck, as well as help with any program-related requests or questions.
Please contact us (814) 897-2500 or email Ansley Husted for more information.
Or, complete the form below to request a complimentary, no obligation consultation. A member of the Erie Advisors team will then contact you to schedule your appointment.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Erie Federal Credit Union and Erie Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Erie Advisors, and may also be employees of Erie Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Erie Federal Credit Union or Erie Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
|---|---|---|---|
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
