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Monday 8:30am - 5pm Tuesday 8:30am - 4pm Wednesday 8:30am - 4pm Thursday 8:30am - 4pm Friday 8:30am - 6pm

Service 1st Retirement & Investment Center

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Danville, PA
Service 1st Retirement & Investment Center

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Service 1st Retirement & Investment Center, Financial planner, 861 Bloom Road, Danville, PA.

07/16/2026

prioritizing your next dollar | fund college savings

For most families, a 529 plan is an excellent use of your college savings dollars. While you don’t receive a federal tax deduction, the money grows tax-deferred for the benefit of the student and is not subject to federal taxes when withdrawn for qualified education expenses.

To learn more, contact Jeffrey H. McKinnon, CFP®, CRC®* or Matt Defalco, Financial Advisors at the Service 1st Retirement & Investment Center at 800.562.6049 Ext. 7597 or visit Retirement & Investment Center | Service 1st.

07/14/2026

tomorrow! | social security & your retirement – wednesday, july 15 at 6:00 pm

Join us for a virtual seminar on this important topic. This online event is a free educational opportunity. There is no cost and no obligation to attend.

You’ll learn answers to important questions, including:
• What are the rules for starting your Social Security benefits?
• How do spouses coordinate their benefits?
• Are there different routes to take that could potentially increase your benefits?
• How do you decide where Social Security fits within your retirement plans?

Presented by Jim Burke from TruStage™ Annuities.

Visit: https://trustage.zoom.us/webinar/register/WN_BUi6kNd_SrK88a9ZLbqPzA to reserve your virtual seat.

07/08/2026

prioritize your next dollar | maximize your retirement savings

Do you still have discretionary saving dollars after taking care of your personal priorities, such as setting up an emergency fund, paying off high interest credit card debt, and funding other financial goals? Then it’s time to focus on trying to max out your 401(k), 403(b), IRA or other type of retirement plan, like a Roth account. While Roth contributions don’t give you a tax deduction now, the withdrawals in retirement are tax-free. In 2024, you can contribute up to $23,000 to a workplace retirement plan, plus an additional catch-up contribution of $7,500 if age 50 or older. For IRAs, the amount is $7,000 plus an additional catch-up contribution of $1,000.

To learn more, contact Jeffrey H. McKinnon, CFP®, CRC®* or Matt Defalco, Financial Advisors at the Service 1st Retirement & Investment Center at 800.562.6049 Ext. 7597 or visit Retirement & Investment Center | Service 1st.

07/06/2026

save the date! | social security & your retirement – wednesday, july 15 at 6:00 pm

Join us for a virtual seminar on this important topic. This online event is a free educational opportunity. There is no cost and no obligation to attend.

You’ll learn answers to important questions, including:
• What are the rules for starting your Social Security benefits?
• How do spouses coordinate their benefits?
• Are there different routes to take that could potentially increase your benefits?
• How do you decide where Social Security fits within your retirement plans?

Presented by Jim Burke from TruStage™ Annuities.

Visit: https://trustage.zoom.us/webinar/register/WN_BUi6kNd_SrK88a9ZLbqPzA to reserve your virtual seat.

Place: Virtual sessions via Zoom (You must have a device with internet access.)

07/01/2026

prioritize your next dollar | contribute to a health savings account (HSA)

If offered by your employer, contributions to an HSA are triple tax-free: your contributions are pre-tax, your savings grow on a taxdeferred basis, and withdrawals for qualified medical expenses are tax-free. These unique tax advantages make HSAs an excellent way to save for healthcare expenses you may incur now and in the future, even during retirement. And as a bonus, many HSAs include an employer match (free money again). Flexible Spending Accounts (FSAs) are another place to consider putting your money, as their tax advantages are basically the same as HSAs. One caveat: some FSAs require you to spend the money by year-end.

To learn more, contact Jeffrey H. McKinnon, CFP®, CRC®* or Matt Defalco, Financial Advisors at the Service 1st Retirement & Investment Center at 800.562.6049 Ext. 7597 or visit Retirement & Investment Center | Service 1st.

06/25/2026

prioritize your next dollar | eliminate high interest debt

Credit cards are often your most expensive debt. And if you use credit cards too much, they can become the biggest obstacle to reaching your financial goals. If you have more than one card with a balance, focus on paying down the one with the highest interest rate first. Or start with lowest balance card, if that’s easier. You can apply this strategy to other debts as well, such as student loans, car loans, or home equity loans.

To learn more, contact Jeffrey H. McKinnon, CFP®, CRC®* or Matt Defalco, Financial Advisors at the Service 1st Retirement & Investment Center at 800.562.6049 Ext. 7597 or visit Retirement & Investment Center | Service 1st.

06/23/2026

tomorrow! | rollover planning – wednesday, june 24 at 6:00 pm

Join us for a virtual seminar on this important topic. This online event is a free educational opportunity. There is no cost and no obligation to attend.

You can learn about:
• Four major options for retirement plan balances when changing jobs
• Pros and cons of each option
• How a rollover works

Presented by: Travis Stanley BFA™, NSSA™, RICP™, CSS™ and IRMAA™ from TruStage™ Annuities

Visit: https://trustage.zoom.us/webinar/register/WN_hSFEEG3OTMKKc0zVNltkKw #/registration to reserve your virtual seat.

Place: Virtual sessions via Zoom (You must have a device with internet access.)

06/17/2026

prioritizing your next dollar | get your employer match!

Make sure you are contributing enough to your workplace retirement plan to receive the full employer match. This is free money. For example, a common employer matching formula is to contribute $0.50 for each dollar you contribute, up to 6% of your pay. That’s a 50% return on your investment. A dollar-for-dollar employer match up to a certain percentage of your pay is even better — a 100% return on your investment!

To learn more, contact Jeffrey H. McKinnon, CFP®, CRC®* or Matt Defalco, Financial Advisors at the Service 1st Retirement & Investment Center at 800.562.6049 Ext. 7597 or visit Retirement & Investment Center | Service 1st.

06/12/2026

don't miss it! | rollover planning – wednesday, june 24 at 6:00 pm

Join us for a virtual seminar on this important topic. This online event is a free educational opportunity. There is no cost and no obligation to attend.

You can learn about:
• Four major options for retirement plan balances when changing jobs
• Pros and cons of each option
• How a rollover works

Presented by: Travis Stanley BFA™, NSSA™, RICP™, CSS™ and IRMAA™ from TruStage™ Annuities

Visit: https://trustage.zoom.us/webinar/register/WN_hSFEEG3OTMKKc0zVNltkKw #/registration to reserve your virtual seat.

Place: Virtual sessions via Zoom (You must have a device with internet access.)

06/10/2026

let’s do this! | prioritizing your next dollar – emergency savings account

Over the next several weeks, we have 9 goals to walk you through. Today, we’ll start with the first one – Fund an Emergency Savings Account!

Unplanned expenses make it hard to sustain a consistent saving strategy (and possibly lead to high interest credit card debt). Think: car repair, dishwasher replacement, leaky roof, or worse — an unexpected gap in employment. Build up a fund in a liquid, accessible savings account until it holds at least three to six months of living expenses (preferably closer to six).

To learn more, contact Jeffrey H. McKinnon, CFP®, CRC®* or Matt Defalco, Financial Advisors at the Service 1st Retirement & Investment Center at 800.562.6049 Ext. 7597 or visit Retirement & Investment Center | Service 1st.

Address

861 Bloom Road
Danville, PA
17821

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 4pm
Wednesday	8:30am - 4pm
Thursday	8:30am - 4pm
Friday	8:30am - 6pm

Website

https://service1.org/personal/retirement-investment/retirement-investment-center

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