Welcome to Financial Planning for All
When it’s time to make critical financial decisions about your future, you need sound, objective advice from someone who knows you well.
The credit union, in partnership with the People’s Alliance Investment and Retirement Center serves our member’s six core financial need:
Cash, Credit, Income, Growth, Protection and Legacy
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Daniel Campanelli, CFS, CRPC, CFP. |
Daniel Campanelli, CFS, CRPC, CFP has been serving PAFCU members since 1998 using a four-step financial planning process. Customize solutions are based on individual needs, goals and objectives. This service is always available to members and their families without any cost or obligationFor more information please contact Dan at 631.434.3500 x 214 or daniel.campanelli@lpl.com |
Virtual Seminars
Start finding answers at our Social Security and Retirement seminars at no cost or obligation to you. Travis Stanley from TruStage™ Annuities our credit union partner, will walk you through specifics about all your retirement questions.
CUNA sponsored Workshops are FREE to all Credit Union Members but space is limited.Please follow our Facebook page at https://www.facebook.com/PeoplesAllianceFCU/ to get the latest updates on future seminars dates.
Income for Life
May 15th, 2025 06:00 PM
via Zoom
You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress? Join us for this exclusive seminar and dive deep into ways to build wealth and income for life. The seminar will include a live Q&A where you can get the answers to your income for life questions.
The 3 Transitions to Retirement
May 27th, 2025 06:00 PM
via Zoom
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. This workshop 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
Rollover Planning
June 3rd, 2025 06:00 PM
via Zoom
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. Reserve your seat to learn more about your options.
Women and Investing
June 24th, 2025 06:00 PM
via Zoom
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 usfor 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.
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
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPIC). Insurance products are offered through LPL or its licensed affiliates. People’s Alliance Investment and Retirement Center and People’s Alliance Federal Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using People’s Alliance Investment and Retirement center and may also be employees of People’s Alliance Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, People’s Alliance Federal Credit Union or People’s Alliance Investment and Retirement center. Securities and insurance offered through LPL or its affiliates are:
| Not insured by the NCUA | Not Credit Union guaranteed | Not Credit Union obligations | May lose value |
