Financial Seminars

Upcoming Webinar: Road to Home Ownership: Wednesday, August 8, 2021 | 6p - 7p

Get helpful information that puts you in control

When you're ready to take the first step or the next step, you want to follow the right path. We'll help you find it with free seminars focused on popular financial topics. Register and join us online (and in person, when the time is right) to access great information you can put to use immediately. 

What's the current condition of the housing market? What types of mortgages are available to you? Our mortgage specialists explain it all so you can educate yourself before jumping into the market. We'll help you start your home loan application, too. 

Seat reservation is required to attend the virtual seminar. First-come, first-served basis.
 

  • Wednesday, August 18, 2021  |  6:00 pm - 7:00 pm

Register Today

 

Today’s economy runs on credit. If you want a loan or credit card, you'll need to prove your creditworthiness. That's defined by your three-digit credit score and is the key to your financial life. Good credit can be the make-or-break detail that determines whether you’ll get a mortgage, car loan or student loan, and how much you'll pay in interest for it. Bad credit will make it more difficult for you to get a credit card with a low interest rate and it will make it more expensive to borrow money for any purpose.

At our seminar, you will:

• Learn about credit scores and reports, how lenders assess your creditworthiness, and how life events can impact your score
• Understand how your credit score impacts much of your financial life, including the interest rate you'll receive on auto loans, credit cards and mortgages
• Receive tips on how to establish, maintain and improve your credit score

 

Seat reservation is required to attend the virtual seminar. First-come, first-served basis.

  • Wednesday, October 13, 2021  |  6:00 pm - 7:00 pm

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. Join us for a no-cost, no-obligation webinar that will answer your Social Security questions and discuss routes you can take to help get the most out of your benefits. Find out how to set a clear direction on your road to retirement.
 

Speaker: Mike Wells | CFP®, CLU® | Regional Sales Director, MEMBERS Insurance & Investments, CUNA Mutual Group
Hosted By: Greg Norman, Foothill Investment Services Financial Planner


Seat reservation is required to attend the virtual seminar.

 

  • Saturday, August 21, 2021  |  9:30 am - 10:30 am
     

  • Saturday, November 13, 2021  |  9:30 am - 10:30 am

MEMBERS Insurance & Investments and MEMBERS are marketing names for the products, services and programs offered by CMFG Life Insurance Company (CMFG Life), MEMBERS Life Insurance Company (MEMBERS Life) and other leading carriers. MEMBERS® is a registered trademark of CMFG Life. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. FR-2102416.1-0418-0520

The majority of Americans have no plan in place to preserve, manage, and transfer their wealth upon death or incapacity. In California, if you die owning more than $55,425 in real estate property and $166,250 in personal property, your estate could be subject to the costs, delays, and publicity of probate, regardless of whether you have a will. Don't be caught off-guard.

What you'll learn in the virtual seminar:

  • How to avoid the pitfalls of using joint ownership as a way to transfer property
  • How to choose the right person to make decisions for you in case of a medical emergency
  • How to nominate guardians and provide for minor children
  • How to distribute assets according to your wishes
  • How to establish a Living Trust to avoid probate
     

Natalie-Spiwak-2020.jpgWebinar is presented by Natalie Spiwak, President of Affinity Trusts

Seat reservation is required to attend the virtual seminar. First-come, first-served basis. After registering, you will receive a confirmation email containing information about joining the webinar. 


• Saturday, September 11, 2021  |  9:30 am - 10:30 am


• Saturday, October 16, 2021  |  9:30 am - 10:30 am

 

To schedule a FREE Appointment with an Estate Planning Representative, call (310) 882-6537 or email support@affinitytrusts.com.

All seminars and services are for Foothill member's benefit. Foothill Credit Union is not responsible for the products or recommendations provided by Affinity Trusts nor any business transactions conducted between the member, Legacy Planning Group and Citadel Law Corporation.

The internet is a great way to connect with friends, go shopping, do business, and find information. However, just as in every aspect of life, there are potential risks. Internet scams, fraud, online predators, and identity theft are all among the potential pitfalls that we face when we connect to the online environment.
 
In this webinar, you'll learn how to keep your personal information and identity safe. You'll also get an inside look as to what hackers look for, the methods they use to steal information, and how you can prevent it from happening to you.
 

Linnie-Gooch.jpgWebinar is presented by our VP of Technology, Linnie G.

Seat reservation is required to attend the virtual seminar. First-come, first-served basis. Once you have registered for the webinar, you will receive a confirmation email with a link (unique to you) to the scheduled webinar.

 

  • Saturday, November 6, 2021  |  9:30 am - 10:30 am

Buying a car is often one of the biggest purchases for a household and the process has a lot of moving parts. You have to haggle with salespeople over price, negotiate with banks and finance managers for a loan or lease and try to strike a deal for your trade-in. Mistakes will cost you, so preparation is important.

By following these well-kept car buying secrets, you can avoid the regret so many car buyers feel after they've already bought the wrong car at the wrong price.

Michael.jpgJoin our free webinar, presented by our Consumer Lending Supervisor, Michael A.

Seat reservation is required to attend the virtual seminar. Once you have registered for the webinar, you will receive a confirmation email with a link (unique to you) to the scheduled webinar.
 

Here’s another opportunity to attend valuable educational webinars on many financial investment topics that's relevant to what's going on today. There is no cost and no obligation but you must RSVP to view the webinar.
 

Rethinking a Diversified Portfolio

Tuesday, August 10, 2021  |  6:00 pm - 7:00 pm

In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.

You’ll find out more how retirement savers are facing new challenges, and the new ways to manage investment risk. You’ll learn the answers to your investment questions, including:

  • What is traditional portfolio diversification?
  • How has the investment landscape changes?
  • How can you achieve your goals with the least amount of risk?
  • How can new annuity options help you rethink diversification?
 


Rollover Planning

Tuesday, August 24, 2021  |  6:00 pm - 7:00 pm

Often times when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available. In this session you will learn the answers to questions, including:

  • Pros and Cons to leaving your money in the company plan
  • Possible taxes or penalties we may face when moving money
  • Options for moving it your new company plan
  • Rolling it over to a personal IRA
 
 

Understanding Medicare

Tuesday, September 7, 2021  |  6:00 pm - 7:00 pm

Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process. During the virtual seminar, you’ll find out more about the basics of Medicare and how financial education can help you in retirement income planning. You’ll learn the answers to your Medicare questions and discuss:

  • 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
 
 

Social Security and Your Retirement

Tuesday, September 21, 2021  |  6:00 pm - 7:00 pm

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security? Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider. During the virtual seminar, you’ll learn the answers to:

  • 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?

This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. All guarantees are based on the claims-paying ability of the issuer. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully. MGA-3055032.1-0420-0522

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"I have been a member for 20 years or so and I have nothing but positive things to say about you guys. We have used summer skip for a car loan, house loan, Summer Savings program and I am very happy with Foothill Credit Union."


- Thomas R.

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Foothill Credit Union is a full-service credit union with California branches in Arcadia, Covina and Glendora.