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June Financial Webinars

Apr. 01, 2020

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.

June 14 - The Return of Conservative Investing | 6 PM

Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.

Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation.

Presented by, Travis P. Stanley, BFA™ NSSA™ RICP™ CSS™

You’ll find out more about where to invest your retirement savings and learn about conservative investments. You’ll learn the answers to your Conservative Investing questions, including:

  • How can conservative investments help you face today’s economic risks?
  • What are the differences between CDs and annuities?
  • What are the different types of annuities?
  • How do you decide which conservative investment is right for you

Reserve Your Virtual Seat - 6:00 PM

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. 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-842283.4-0920-1022


June 21 - The Road to Retirement | 6 PM

There’s a big difference between not working and not worrying. But for millions of Americans, the worrying begins after the working ends. If you only have a hit-or-miss plan for generating retirement income, you may not enjoy the stress-free retirement journey you’ve worked so hard for. Don’t let this happen to you. Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation.

Presented by, Travis P. Stanley, BFA™ NSSA™ RICP™ CSS™

You’ll find out more about your Retirement income and discuss the role it plays when setting a clear direction for your financial future. You’ll learn the answers to your Retirement income questions, including:

  • How do I get the most from my pension and Social Security?
  • How should I invest to generate income during my retirement?
  • How can I make sure that I can meet my health care needs?
  • What sources of income should I draw upon and when?

    Reserve Your Virtual Seat - 6:00 PM

    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. 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-1419975.5-1020-1122


    June 28 - Rethinking Diversification | 6:00 PM

    In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.

    Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation.

    Presented by, Travis P. Stanley, BFA™ NSSA™ RICP™ CSS™

    You’ll find out more how retirement savers are facing new challenges, and the new ways to manage investment risk. You’ll learn the answers to your investment questions, including:

    • What is traditional portfolio diversification?
    • How has the investment landscape changed?
    • How can you achieve your goals with the least amount of risk?
    • How can new annuity options help you rethink diversification?

    Reserve Your Virtual Seat - 6:00 PM

    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. 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-1803467.6-1220-0123


    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 Ea Website

    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 Headshot Cbsi Web1

    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.


    Please 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.

    Appointment Request Form

    Or call: (814) 897-2500


    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.