A Professional Development Webinar from PRPS

Free for members

$10.00 non-member fee (includes CEU processing)

$5.00 CEU processing fee for members  

Fees include CEUs, live webinar and access to the recorded webinar for a limited time.

Thursday, June 29, 12:00 pm (eastern)
.1 CEU                                                                                    

Join us for this in-depth conversation on retirement planning for everyone.  Whether you're near the end of your career or just starting out, there are retirement issues to be considered and plans to be made. Through conversation and a question and answer session, financial experts from PRPS's partner, the Pennsylvania State Employee Credit Union (PSECU), will be on hand to provide information and resources that will help you to get a handle on retirement. 

Topics to be covered include:

-Age appropriate retirement actions         
-Are financial consultants necessary
-Stages of retirement
-Programs for retirees
-Financials and Familial issues
-Retirement planning for Living vs. Legacy

Bring your concerns as there will also be time for your questions

Our Presenters

Bridget D'Arcy is a Wealth Management Consultant for PSECU Financial Services. Bridget joined PSECU Financial Services in 2019, and maintains her Series 7 and 66 registrations with LPL Financial. Additionally, she is licensed in life, accident, and health insurance. As a financial advisor, she works closely with her clients to gather a deep understanding of their needs and goals for the future to create a holistic financial plan.  Bridget, received a B.S. from the Art Institute of Philadelphia in 2010, and currently resides in Cumberland County. She enjoys reading and sewing in her free time, but most importantly spending time with her three year old rescue dog Max. Bridget is securities registered in CA, FL, MA, NC, NY, OH, PA, VA

Jared Conrad has been a wealth management consultant since 2006 and joined the PSECU team in 2013.  He maintains his Series 7, 66 and 31 registrations with LPL Financial. He provides retirement planning, portfolio management, life and long-term care insurance. Jared graduated from Virginia Military Institute, served eight years in the Army, and was deployed twice in support of the global war on terrorism. Upon leaving the service, he obtained the rank of Captain, and the title of Executive Officer for an Infantry Company.  Jared grew up in Harrisburg and attended Bishop McDevitt High School. He currently resides with his wife, son, and twin daughters in Dauphin County. Outside of work, he enjoys playing hockey, camping, and being active with his children’s sport teams.

 

Chris Rhine is the Regional Membership Development Manager at PSECU. Chris has 9 years experience in credit union membership development with PSECU.  As a Certified Credit Union Financial Counselor,  he focuses on helping members build solid financial lives through offering financial education, and low- or no-cost services.
 

This webinar will be recorded and available to all registrants for a limited time

 To register:

1: Sign in or create a new account.

2: Click "Register Myself", and select registration option

3: Add webinar selections to your itinerary under "Program"

4: Proceed to checkout to complete transaction

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. Pennsylvania State Employees Credit Union (PSECU) and PSECU Financial Services (PFS) are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using PFS, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of PSECU or PFS. PSECU has contracted with LPL to make non-deposit investment products and services available to credit union members. Securities and insurance offered through LPL or its affiliates are:
- Not insured by NCUA or any other Govt. Agency                              - Not Credit Union Guaranteed
- Not Credit Union Deposits or Obligations                                          - May Lose Value