Join us at our upcoming Saturday seminars.

Each quarter, we are pleased to bring you a series of seminars to help you accomplish your 2018 financial goals. All of our classes are free and open to the community.

Saturday, April 21, 2018

10:30 a.m. | 11:30 a.m. | 12:30 p.m.

FREE

 


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

Get Directions

SOCIAL SECURITY STRATEGIES

10:30 – 11:15 a.m.

 
DESCRIPTION

Timing is everything. Stay informed about things that could affect your retirement income. During this workshop, 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 workshop 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

BUDGETING 101

11:30 a.m. – 12:15 p.m.

 
DESCRIPTION

Budgeting lies at the foundation of every financial plan. It doesn’t matter if you’re living paycheck to paycheck or earning six-figures a year, you need to know where your money is going if you want to have a handle on your finances. Unlike what you might believe, budgeting isn’t all about restricting what you spend money on and cutting out all the fun in your life. It’s really about understanding how much money you have, where it goes, and then planning how to best allocate those funds. In this workshop, we'll put pen to paper to build a personal budget and examine different strategies to help us maintain our budget and acheive our financial goals.

BUYING A HOUSE

12:30 – 1:30 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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