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 obligation.For 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
April 28th, 2026 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:
- How spouses coordinate their benefits
- Different things you can do to potentially increase your benefits
- Where Social Security fits into your retirement plans
Medicare and You!
May 12th, 2026 06:00 PM
via Zoom
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 this seminar is a great first step in this process which will provide information on the following:
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
June 3rd, 2026 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.
Rollover Planning
June 24th, 2026 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 |
