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.
Social Security & Your Retirement
October 6th, 2025 06:00 PM
via Zoom
Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way. Start finding answers to help you understand in detail how Social Security works including:
- 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
Understanding Medicare
October 30th, 2025 06:00 PM
via Zoom
Learn more about the basics of Medicare. How to Enroll, the differences between Parts A, B, C and D, choosing your coverage and how to consider health care costs when planning your retirement income.
- 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
Income for Life
November 6th, 2025 06:00 PM
via Zoom
Learn how to use annuities to help create a guaranteed income for life including social security and your 401(k) in addition to:
- What sources of retirement income will you rely on?
- What retirement risks do you face now that you’re drawing on their savings?
- Which income strategies should you consider?
The 3 Transitions to Retirement
November 18th, 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
Investment Diversification
December 2nd, 2025 06:00 PM
via Zoom
Learn about portfolio diversification, investment landscape changes, how you can achieve you goal with the least amount of risk and how new annuity options help you rethink diversification.
- What traditional portfolio diversification is
- How the investment landscape changes
- How you can pursue your goals while mitigating risk
- How new annuity options help you rethink diversification
Rollover Planning
December 9th, 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.
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 |
