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, July 13, 2019

10:30 a.m. | 11:45 a.m. | 12:45 p.m.


Brea Community Center
695 E. Madison Way
Brea, CA 92821

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10:30 – 11:30 a.m.


The decision of when to retire can be a daunting one.  Will you have enough income to maintain a comfortable lifestyle?  Will your retirement nest egg last as long as you need it to?  How much annual income will you need?  Is your retirement income nest egg invested correctly for your life stage?  A good retirement plan will address these concerns as well as others.  In this workshop, you will learn about the retirement planning process and its importance in addressing your financial goals.  We will discuss some of the different sources of income available to you at retirement. How to manage the risk of outliving your income, and how to manage the risk of unexpected life events.

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


11:45 a.m. – 12:30 p.m.


Identity theft is becoming more common and sophisticated than ever. Session participants will learn the methods that identity thieves use to access confidential information, tools for preventing ID theft, and steps to take should identity theft occur. 


12:45 – 2 p.m.


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