Join us at our upcoming Saturday seminars.

Each quarter, we are pleased to bring you a series of seminars to help you accomplish your 2019 financial goals. All of our classes are free and open to the community.

Saturday, January 12, 2019

10:30 a.m. | 11:45 a.m. | 12:45 p.m.

FREE

 


Fullerton Public Library
353 W Commonwealth Ave.
Fullerton, CA 92832

Get Directions

RETIREMENT BASICS1

10:30 – 11:30 a.m.

 
DESCRIPTION

It’s never too early or too late to start building that nest egg or to protect your future. Learn helpful tips how to plan for your retirement goals and what to consider regarding future retirement expenses. Also hear about tax-advantaged savings options that may help contribute to your retirement plan.


Presented by Investment Services located at Credit Union of Southern California

1. Financial consultants are registered representatives with, and securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Credit Union of Southern California is not registered broker/dealers and is not affiliated with LPL Financial.

Not NCUA Insured Not Credit Union Guaranteed  May Lose Value

ARE YOU FINANCIALLY HEALTHY?

11:45 a.m. – 12:30 p.m.

 
DESCRIPTION

In this workshop you will understand what it means to be financially healthy – which is so much more than the one score everyone asks you about today – your credit score. True financial health is based on four key components: Spend, Save, Borrow, and Plan. You’ll also get a chance to confidentially determine your own Financial Health Score and the steps you can take to improve that score.

BUYING A HOME

12:30 – 2 p.m.

 
DESCRIPTION

Thinking about buying a new 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.

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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