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.
January 8 - Social Security & Your Retirement | 6 PM
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security?
Presented by Travis Stanley from TruStage™ Annuities
Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:
- The rules for starting Social Security benefits
- 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
January 21 - Understanding Medicare | 6:00 PM
Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process.
Presented by Travis Stanley from CUNA Mutual Group.
TruStage™ Annuities will answer your Medicare questions and help you understand:
- 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 health care costs in mind
Reserve Your Virtual Seat - 6:00 PM
TruStage™ 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-4768487.2-0723-0725 ©TruStage
February 12 - Income for Life | 6 PM
You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?
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.
We’ll explore:
- 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
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. 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.
TruStage™ 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-4751390.2-0823-0925 ©TruStage
February 26 - 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. A great first step in this journey is the Three Transitions to Retirement seminar.
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.
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. 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
March 12 - Understanding Your Rollover Options
Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.
Start finding answers at our Understanding Your Rollover Options Seminar at no cost or obligation to you.
Presented by Travis Stanley
You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each option
- How a Rollover works
- And more
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.
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-5990973.1-1023-1125 ©TruStage
March 26 - Women and Investing | 6:00 PM
There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement?
Join Cindi Hill for a candid conversation on the importance of building your own financial future through investing. Take control of your financial future by learning how to become a successful lifelong investor.
Presented by, Cindi Hill.
We’ll explore:
- Key investment principles every woman should know
- Important opportunities like asset allocation
- Understanding investor behavior
- Differences between financial products like mutual funds and annuities
Reserve Your Virtual Seat - 6:00 PM
Travis Stanley and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or Erie Federal Credit Union.
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. Investing involves risks 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-4751168.2-0823-0925 © 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.
