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Financial Seminars

Upcoming Seminar: Internet Safety and Security: Sat. 6/26 at 9am

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  

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

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. First-come, first-served basis.

 

• 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

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, July 17, 2021 | 9:30 am

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

• Saturday, October 23, 2021 | 9:30 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.

Cyber criminals do everything possible to lie, cheat and steal their way to access your computer and your personal and financial information. And the crime rate increases all the time.
 
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.

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, June 26, 2021 | 9:30 am  

Register Today


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

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.
 

• Three Transitions to Retirement: Tuesday, June 22, 2021 | 6:00 pm - 7:00 pm

 

• Rollover Planning: Tuesday, June 29, 2021 | 6:00 pm - 7:00 pm  

 

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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.