Webinar and Seminar

Knowledge is power. Register for our complimentary webinars or watch our recordings and always be a step ahead.

 

Upcoming Webinars and Seminars

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

Register

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

Register


Living Trust and Estate Planning
At this informative in-person session, Natalie Spiwak the Founder and President of Affinity Trusts, will discuss the following: 
  • Why a Living Trust is so important for homeowners.
  • What is the difference between a Living Trust and a Will.  
  • How to avoid the costly, public and time-consuming probate process.
  • How to plan for incapacity, protect your family and your assets.
  • How to safeguard minor children and special-needs dependents, and more.

[In-Person] 
Saturday, 7/26

9:30 AM – 10:30 AM

Register

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

Register

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

Register

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:
  • 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

Tuesday, 8/26

6:00 PM – 6:45 PM

Register

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: 
  • 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

Tuesday, 9/16

6:00 PM – 6:45 PM

Register

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:
  • More confidently address the financial, lifestyle and emotional transitions to retirement
  • Guard against risks and manage the inevitable ones
  • Gauge when you’re ready for retirement

Tuesday, 9/30

6:00 PM – 6:45 PM

Register

 


Webinars On Demand

Topic
Description
 
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:
  • Initial preparation steps to take when getting ready to purchase a home
  • Important considerations in the homebuying process
  • How to be a successful homeowner long-term
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

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.

Watch

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.

Watch

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.

Watch

 


Teen Webinars

Topic
Description
 

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

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

Budgeting Made Easy

This recorded presentation covers the importance of budgeting, how to prioritize your spending, and creating good spending habit.

Watch

 


GreenPath Webinars

Topic
Description
 
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:
  • Initial preparation steps to take when getting ready to purchase a home
  • Important considerations in the homebuying process
  • How to be a successful homeowner long-term
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

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.

Watch

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.

Watch

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.

Watch

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.