Seminars and Events

Tips to help you manage, plan, and invest.

Personal
Wealth Management
Seminars & Events

Seminars + Events

Join us for Financial Advisor 1:1 Informational Chats! Each month we will be on site at Sunmark Credit Union locations to answer questions. No appointment needed! Stop in to learn about IRA rollover options, retirement planning, wealth management services, and more!

Thursday, June 18 • 10:00 a.m. - 4:00 p.m.
404 Princetown Road, Rotterdam

Thursday, July 9 • 10:00 a.m. - 4:00 p.m.
251 Saratoga Road, Glenville

Thursday, July 23 • 10:00 a.m. - 4:00 p.m.
151 Vly Road, Colonie

Free Virtual Seminars

Attend from the comfort of home! Presented by TruStage^{TM -}Learn tips and strategies to help you make smart investment decisions, work toward your long-term financial goals, and plan for an informed transition into retirement.

Income for Life • June 3 @ 6:00 p.m.

Sources of retirement income you can rely on
Retirement risks you face now
Income strategies you should consider
How you can use annuities to guarantee income for life

Rollover Planning • June 24 @ 6:00 p.m.

Four major options for retirement plan balances when changing jobs
Pros and cons of each options
How a rollover works
And more

Social Security and Your Retirement • TBA

How spouses coordinate their benefits
Different things you can do to potentially increase your benefits
Where Social Security fits into your retirement plans

Understanding Medicare • TBA

Key differences between Medicare parts A, B, C, and D
Tips for choosing your coverage
How to enroll in Medicare
How to plan your retirement income with healthcare costs in mind

TruStage^TM 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.

Travis Stanley and TruStage^TMare not affiliated with or endorsed by LPL Financial or Sunmark Wealth Management.

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. Sunmark Credit Union and Sunmark Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sunmark Wealth Management, and may also be employees of Sunmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sunmark Credit Union or Sunmark Wealth Management. 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

Sunmark Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

LPL Financial Form CRS