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.
April 3 - Social Security & Your Retirement | 6 PM
Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.
Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you.
Travis Stanley from TruStage™ Annuities will walk through specifics about Social Security and help you understand:
- The rules for starting Social Security benefit
- How spouses coordinate their benefits
- Different things you can do to potentially increase your benefits
- Where Social Security fits into your retirement plans
Reserve Your Virtual Seat - 6 PM
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-4769383.2-0623-0625 © TruStage
April 10 - Understanding Medicare | 6:00 PM
Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Here’s an opportunity to attend a valuable education seminar on this important topic, at no cost and no obligation:
Presented by Travis Stanley from CUNA Mutual Group.
You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions, including:
- Medicare basics and the differences between Parts A, B, C and D
- Tips for choosing your coverage and enrolling in Medicare
- How to consider health care costs when planning your retirement income
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 effect some of the strategies.
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-4768487.1-0622-0724 © CUNA Mutual Group
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.
