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Upcoming Webinars and Seminars |
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Topic |
Description |
Date/Time |
| Rethinking Diversification | Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to risk losing it all. Find out new ways of managing your investment risk with the Rethinking Diversification seminar |
Tuesday, 7/15 6:00 PM – 6:45 PM |
| Medicare 101 | Confused about Medicare? Join our free "Medicare 101" webinar to understand your benefits, compare Supplement vs. Advantage plans, and navigate crucial deadlines and the impact of the Inflation Reduction Act. We'll also cover planning if you're working past 65 and how to smoothly transition from employer coverage to Medicare. Don't miss this essential session for clear answers to all your Medicare questions! |
Saturday, 7/19 9:30 AM – 10:30 AM |
 Living Trust and Estate Planning |
At this informative in-person session, Natalie Spiwak the Founder and President of Affinity Trusts, will discuss the following:
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[In-Person] 9:30 AM – 10:30 AM |
| Road to Retirement | There’s a big difference between not working and not worrying. But for millions of Americans, the worrying begins after the working ends. If you only have a hit-or-miss plan for generating retirement income, you may not enjoy the stress-free retirement journey you’ve worked so hard for. Don’t let this happen to you. Join this informative webinar. |
Tuesday, 7/29 6:00 PM – 6:45 PM |
| Women and Investing | There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement? Join Julie Hunt for a candid conversation on the importance of building your own financial future through investing. Help take control of your financial future by learning how to become a successful lifelong investor. |
Tuesday, 8/19 6:00 PM – 6:45 PM |
| Understanding Medicare | 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:
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Tuesday, 8/26 6:00 PM – 6:45 PM |
| Social Security and Your Retirement | During the virtual seminar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn the answers to your Social Security questions, including:
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Tuesday, 9/16 6:00 PM – 6:45 PM |
| Three Transitions to Retirement | Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement? Lee Superville will answer your retirement questions and help you:
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Tuesday, 9/30 6:00 PM – 6:45 PM |
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Topic |
Description |
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| Consolidating Debt After the Holidays | In this webinar, you'll learn practical steps for managing holiday debt and securing financial stability. We''ll cover topics like assessing your debt, consolidation options, building a repayment plan, and preventing future debt. | Watch |
| Leveraging Your Home's Equity | This insightful home equity webinar explores the smart strategies for maximizing your home's value. You've worked hard for your home, now it's time for your home to return the favor. | Watch |
| Buying Your First Home | Our Real Estate Loan officer breaks down the process of homebuying and set you up for success as you prepare to own your first home. He'll cover:
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Watch |
| Medicare 101 | Learn all about your Original Medicare benefits (what you’ve earned from paying your taxes), the difference between Medicare Supplement and Medicare Advantage, and how to meet all of Medicare’s deadlines to avoid penalties, even if continuing to work. | Watch |
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Car Buying Secrets |
By following these well-kept car buying secrets, you can rest knowing that you did everything in your power to make a sensible purchase. |
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Establish and Maintain Good Credit |
Today’s economy runs on credit that's defined by your three-digit credit score and is the key to your financial life. |
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Buying My First Car |
This recording will give you tips on how to find your first car and help you understand the costs and considerations that go into your purchase. |
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Topic |
Description |
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Money 101 |
Learning how to manage your money at a young age is key to living a healthy financial life. Get the basics here. |
Watch |
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Credit 101 |
In this presentation, you'll learn about credit and the credit score and how it affects your when you need to borrow money. |
Watch |
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Budgeting Made Easy |
This recorded presentation covers the importance of budgeting, how to prioritize your spending, and creating good spending habit. |
Watch |
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Topic |
Description |
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| Preparing Your Finances for Back to School | Join this informative webinar for tips and strategies to manage some of the costs associated with heading back to school, including technology, supplies, and tuition. | Watch |
| Understanding Credit Reports & Scores |
Maybe you know what is on your credit report but are unsure how it all comes together to calculate a credit score. We will discuss the factors impacting a credit score, how to build or improve your score, and debunk common credit myths. |
Watch |
| Tips for First-time Home Buyers | Real estate agent, David King breaks down the process of homebuying and set you up for success as you prepare to own your first home. He'll cover:
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Watch |
| Managing the Ups and Downs of Homebuying & Owning | Your home is one of the largest investments you will make in your lifetime, and typically your largest monthly expense. Join GreenPath to learn how to navigate the homeownership journey as interest rates rise. You'll alsop learn how to manage your budget and protect your housing investment during a hardship. | Watch |
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5 Strategies to Survive Inflation |
Prices are soaring, which is causing most of us some type of financial stress. This webinar will give five solid tips on how to fight inflation, or, at the very least, take away some of its sting. |
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Steps to Financial Freedom |
In this workshop, we’ll talk about setting and reaching financial goals. We’ll also talk about how you can learn what your money personality is so you may take steps to improve your budget. We’ll also touch on how to use credit and other strategies for long-term financial success. |
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Identity Theft |
This recorded webinar will bring you up to speed on identity theft, inform you of common scams and pitfalls to avoid, and offer methods to protect yourself against identity theft. |
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| Navigating Medical Debt | Have you ever received an unexpected or much higher than anticipated medical bill? You’re not alone! Join this informative webinar to learn how to proactively prepare for out-of-pocket medical expenses and mitigate long-term impact. We’ll cover everything you need to know about managing medical expenses and debt and resolving it as quickly as possible. | Watch |
Foothill Credit Union is a full-service credit union with California branches in Arcadia, Covina, Glendora, and Upland.
