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.

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 10, 2020

10:30 a.m. - 11:15 a.m. (PDT)  

Social Security Strategies presented by SoCal Wealth Management

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 

October 10, 2020

11:30 a.m. - 12:30 p.m. (PDT)  

The financial consultants with SoCal Wealth Management are registered representatives with, and securities and advisory services are 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. Securities and insurance offered through LPL or its affiliates are:

Buying a Home

Homeownership starts well before the contracts are signed—preparation is one of the keys to a smooth home buying process. This session covers all major pre-purchase topics such as budgeting, the down payment, credit reports, debt-to-income ratios, and the mortgage lending process.

October 10, 2020

12:45 - 2 p.m. (PDT)  

Retirement Planning: The Basics

Retirement is something most people look forward to, but may not have planned well in advance. Participants will learn how to harness the power of time, optimize investments to reach their long-term goals, and understand how the economy and taxes can impact their retirement dollars.

October 13, 2020

October 22, 2020

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

Building a Better Budget

Everyone wants control over their financial lives, but how do we get it? In one word: budget. It’s the most powerful weapon to get a more secure future. Participants will identify their short- and long-term goals and learn how to design realistic spending and savings plans to reach those objectives, including options for getting out of debt (and staying there).

 

November 10, 2020

November 19, 2020

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

Basics of Personal Finance

From managing daily expenses to investing for retirement, this session helps participants set personal finance goals, learn the basics of smart money management, and build a solid financial foundation for the future. 

 

December 8, 2020

December 17, 2020

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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