Sunmark Wealth Management

05/26/2026

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead.

Join the FREE, virtual seminar on June 3rd at 6:00 p.m. to learn the answers to your income for life questions, including:
- 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?
- How can you use annuities to guarantee income for life?

Sign up to attend at: www.sunmark.org/personal/wealth-management/seminars-events

05/20/2026

How Much Are 401(k) Early Withdrawal Costs?

Dipping into your 401(k) early can come with steep costs – both now and later.

Learn more: https://money.usnews.com/money/retirement/401ks/articles/how-much-a-401k-early-withdrawal-costs

05/13/2026

What is a Roth IRA?

A Roth IRA is an individual retirement account funded with after-tax dollars. Contributions aren't tax-deductible but grow tax-free. Learn more: https://www.nerdwallet.com/retirement/learn/what-is-a-roth-ira

05/05/2026

Join the FREE, virtual seminar on May 12th at 6:00 p.m. to learn more about Medicare rules and regulations and discuss the role they play in the process of retirement.

Topics discussed:
- Medicare basics and the differences between Parts A, B, C and D
- Tips for choosing your coverage and enrolling in Medicare
- How to consider health care costs when planning your retirement income

Sign up to attend at: www.sunmark.org/personal/wealth-management/seminars-events

04/30/2026

Attention Clifton Park, stop in to chat with one of our financial advisors and have your IRA rollover, wealth management and retirement planning questions answered.
• May 7 | 10:00 a.m. – 4:00 p.m.
• Sunmark Credit Union | 2 Tower Way, Clifton Park
• No appointment needed!

Can't make it on the 7th...we will be stopping by our Rotterdam (Five Corners) financial center on June 18th (10:00 a.m. – 4:00 p.m.)

04/16/2026

We’re back Broadway!
Stop in and have your IRA rollover, wealth management or retirement planning questions answered by one of our financial advisors.
• April 23rd | 10:00 a.m. – 4:00 p.m.
• Sunmark Credit Union | 1616 Broadway Schenectady
• No appointment needed

04/13/2026

*** THIS SEMINAR HAS BEEN CANCELED ***

🚨FREE EDUCATIONAL SEMINAR🚨

ANNUITIES: AN IMPORTANT PIECE OF THE RETIREMENT PUZZLE
✔ Thursday, April 30th at 6:00pm
✔ Sunmark Credit Union, 1187 Troy Schenectady Rd, Latham
✔ Presented by Brighthouse Financial

Learn about the benefits of including annuities in your retirement planning strategy. Sign up here: www.sunmark.org/annuity

04/08/2026

Should You Roll Over an Old 401(k) to a New 401(k)?

You don’t have to leave your 401(k) behind when changing jobs.
Learn more:

You can roll over an old 401(k) to a new one if you change jobs, but you’ll need to do it within 60 days. Learn more about the process for rolling over 401(k)s.

04/01/2026

Five Ways to Catch Up on Retirement Savings

If you’re in your highest-earning years, you can make up for lost time. Learn more: https://www.kiplinger.com/retirement/ways-to-catch-up-on-retirement-savings

03/25/2026

Your 401(k): Should You Set It and Forget It?

Whenever you start a new job, you may be automatically enrolled in a 401(k), and your money will likely be invested for you, too. But where does that money actually go? And when (if ever) should you consider changing your investments? Learn more: https://www.investopedia.com/target-date-funds-set-it-and-forget-it-11760105