Join us for our upcoming webinars!

We’re very excited to announce our webinar line-up for October, November, and December!
Our webinars are free and open to everyone. Just make sure to reserve your virtual seat.

Psychology of Spending

We all have a “money personality” and it has a major impact on our attitudes, relationship with money, and spending habits. By understanding this, individuals can monitor and adjust their behaviors to make smart money decisions. This session will teach strategies and tactics to decode personality types to gain control over finances.

October 9, 2021

10:30–11:15 a.m. (PDT)  

Social Security Strategies

Timing is everything. Stay informed about things that could affect your retirement income. During this webinar, we'll look at how to approach Social Security as a part of your overall retirement planning strategy and how different life scenarios can impact the amount of Social Security benefits you could receive. Our goal is for you to understand how to make the most out of your Social Security benefits. This informative and complimentary webinar covers the basics of Social Security and reveals strategies for maximizing your benefits:

• Five factors to consider when deciding when to apply for benefits
• When it makes sense to delay benefits–and when it does not
• Why you should always check your earnings records for accuracy
• How to estimate your benefits
• How to coordinate benefits with your spouse
• How to minimize taxes on Social Security benefits
• How to coordinate Social Security with your other sources of retirement income 

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principle.

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

Credit Union of Southern California (CU SoCal) and SoCal Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using SoCal Wealth Management, and may also be employees of CU SoCal. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CU SoCal and SoCal Wealth Management.

October 9, 2021

11:30 a.m.–12:30 p.m. (PDT)  

Buying a Home

Thinking about buying a home or your first home but don't know where to start? The CU SoCal team of real estate agents and lenders will walk you through the process of purchasing a home so you know what to expect and how to plan.

October 9, 2021

12:45–2 p.m. (PDT)  

Using Credit Cards Wisely

A credit card can be a valuable financial tool. However, before racking up big charges on multiple cards, participants should learn smart ways to handle their credit cards and take a disciplined approach. 

October 12, 2021

October 21, 2021

10:30 a.m. - 11:30 a.m. (PDT) 5:30 p.m. – 6:30 p.m. (PDT)

Rebuilding After a Financial Crisis

A job loss, a medical crisis, or other hardship can send a normal financial situation into a tailspin. Participants will learn how to get their finances back on track, including budgeting, repaying debt, rebuilding credit, establishing emergency savings, and replenishing retirement savings. 

 

November 9, 2021

November 18, 2021

10:30 a.m. - 11:30 a.m. (PDT) 5:30 p.m. – 6:30 p.m. (PDT)

Ten Steps To Financial Success

We all measure financial success differently, but all paths to get there require discipline and goals. This session teaches participants ways to financial control— including developing a spending plan, creating objectives, weighing insurance needs, and other tools that will help get on the road to personal financial success.  

 

December 7, 2021

December 16, 2021

10:30 a.m. - 11:30 a.m. (PDT) 5:30 p.m. – 6:30 p.m. (PDT)

Building Better Lives

Credit Union of Southern California (CU SoCal) is a leading financial institution empowering those who live, work, worship, or attend school in Orange County, Los Angeles County, Riverside County, and San Bernardino County to reach their goals and build strong financial futures. CU SoCal provides access to convenient money management services and offers competitive rates and flexible terms on auto loans, mortgages, and VISA credit cards—turning wishing and waiting into achieving and doing.

 

562.698.8326 | 866 CU SoCal Se Habla Español

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