Client Resources
Lunch and Learn Seminar Series
Coming Soon
Past Events
Are you concerned about retirement income?
Lunch and Learn Seminar Series is back!
August 10, 2022 – 12:00 – 1:00 PM
_______________________________
WE’RE BACK!!!
Timberland FCU & Robin Hood Brewing Company present:
TIMBER TRIVIA- CHRISTMAS IN JULY!
Join us for a night of fun, games, and prizes!
Aside from all the fun of trivia, we’ll also have a Hawaiian shirt contest!
PLUS- wear your Santa hat and earn an extra entry for our prizes!
_______________________________
Can you believe it Happy Valley Financial Services is turning 4!
Please join us at new corporate headquarters
located at 514 Longs Mountain Road, Karthaus PA 16845
on July 30th @ 2pm for Celebration.
_______________________________
The Timberland FCU Scholarship Classic
on August 28,2022 at Eagles Ridge Golf Course.
All proceeds going to the Scholarship fund.
_______________________________
Tuesday, May 19th Noon
Retire On Purpose: Creating the Life you want
Tim Carter Regional Vice President of Jackson Financial will be on hand to discuss how to retire on purpose.
So how do we prepare for a retirement that offers purpose, value and meaning?
Simple – we need a plan for life. And planning will not only help you get a clearer picture of what you actually want your life to be in retirement, it will be a blueprint for your financial plan.
So this next chapter in life will be different for everyone – everyone wants different things in life, everyone’s version of happiness and meaning is different.
_______________________________
Tuesday April 28th Noon
What is Alternative Credit?
We will be hosting Mark Pillor, Senior Vice President at Griffin Capital to discuss a few strategies that the largest funds use.
Have you ever wondered how endowments and pensions seem to always get great returns? Would you like to find out?
_______________________________
Thursday March 26th
What is Trend Following?
Michael Norton, Managing Director at Pacer Etf’s will be on hand to discuss how following a trend can help your portfolio.
Are you looking to participate in the market when its trending up and pare back when it is trending down?
_______________________________
Thursday April 30th Noon
What is Alternative Credit?
Mark Pillor, Senior Vice President Griffin Capital will be on hand to discuss what Alternative credit is and how it should be used in a portfolio.
Have you ever wondered how endowments and pensions seem to always get great returns? Would you like to find out?
_______________________________
Tuesday March 17th Noon – What is Private Equity? – Brian Weilacher, Regional Vice President at CNL Securities Corp will be on hand to discuss what Private Equity is and how his company offers it to individual investors.
What if You had a Way to Invest in High-Quality, Growing, Private Companies?
_______________________________
April 10th Joseph Wolen – MBA Regiona l Vice President of Athene “Is your retirement nest egg protected from downside market risk?” Are you looking for a way to guarantee your investments against market losses?
Guarantees are backed by the claims paying ability of the issuing insurer. An annuity is a long-term financial product designed largely for asset accumulation and retirement needs. Withdrawals and death benefits are subject to income tax. If withdrawals and other distributions are received prior to age 59 ½, a 10% penalty may apply. Certain Annuity product features, offered by some Fixed Annuity companies, such as stepped-up death benefit, a bonus credit and a guaranteed minimum income benefit, carry added fees.
May 8th Michael Norton – CFS Managing Director at Pacer Financial “What is trend following?” Are you looking to participate in the market when its trending up and pare back when it is trending down?
June 5th Jeni Middaugh – Vice President Inland Securities Corporation Rising “Rates and Inflation: Real Estate Investments Can Navigate the Headwind to Generate Income Potential”
Can you believe it?
Happy Valley Financial Services is turning 1 already!!
As a THANK YOU to everyone who has made this first year such a success I am having an after-hours celebration on June 26th at 5 PM at the office. Click here for more details.
July 10th Jason Stupak – Senior Regional Marketing Director, Lincoln Financial Distributors ” Planning for tomorrow starts today” How does your life savings become income in retirement?
August 7th Steve Donohue – Regional Vice President Prudential Annuities “What is the retirement redzone?” Are you in the final 10 years before retirement? Or are you in the first 10 years of retirement?
October 9th “Aging in Place” According to AARP 90% of Boomers want to Age in place. What are your options here in Central Pennsylvania?
November 6th Dillion Crist – Regional Vice President PAC “A Preferred Stock & Warrant offering designed to potentially provide investors with preservation of capital, steady income and growth. “ Capital Preservation, Growth & Income
Toys for Tots December 12th 2 PM
Stop in at 2 pm on December 12th to hear Major Gene Weller talk about the toys for tots program and enjoy some refreshments and friendship.
We are accepting toys anytime between now and the date of the event.
Resources
Essential Financial Figures 2022
Are you curious about life insurance? Click here to be covered in minutes with out talking to a pesky life insurance agent or without taking those pesky paramed exams.
Are you new to comprehensive financial planning? Here: What we do is a guide to how we interact with our clients.
Are you looking for financial advice but aren’t sure you have enough money saved to start investing? Check out our monthly subscription models.
Are you looking for an outline of things to bring along to our first meeting? Check out our financial review checklist.
Banking and Lending services offered through Timberland Federal Credit Union.
Are you new to financial planning? Check out our Financial Planning 101 Guide.
Are you or a loved one worried about what will happen when you are gone? Our Survivor’s Guide will help you put all of your important information in one place.
Are you curious as to what we can help you with? Check out our one page guide on what we can help you with.
Weekly Economic Updates
December 16th, 2024
Weekly Market Insights | December 16th, 2024Mixed Data, Mixed Results. Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data. The Standard & Poor’s 500 Index slipped 0.64 percent, while the Nasdaq...
Weekly Market Insights | December 9th, 2024
Weekly Market Insights | December 9th, 2024Markets Mixed; Jobs Back on Track Stocks were mixed during the first trading week of December. Technology stocks led, while the widely followed Dow Jones Industrial Average struggled. The tech-heavy Nasdaq Composite Index...
December 2nd, 2024
Weekly Market Insights | December 2nd, 2024Solid Gains for Thanksgiving Week Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology...
November 25th, 2024
Weekly Market Insights | November 25th, 2024Pre-Holiday Optimism Lifts Markets Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. The Standard & Poor’s 500 Index rose 1.68...
November 18th, 2024
Weekly Market Insights | November 18th, 2024Rally Loses Steam; Fed Weighs Move Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. The Standard & Poor’s 500 Index fell 2.08 percent, while...