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, April 13, 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

SOCIAL SECURITY STRATEGIES 1

10:30 – 11:30 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 goals is for you to understand how to make the most out of your Social Security benefits. This informative and complimentary seminar 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 earning 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


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

DRIVE AWAY HAPPY: CAR-BUYING DECISIONS

11:45 a.m. – 12:30 p.m.

 
DESCRIPTION

Getting a car can be overwhelming and stressful with all the decisions to make: new or used; buy or lease; zero percent financing or rebate (not to mention what color to pick). Participants will learn tips and tricks to have the best car shopping experience possible, while also making wise financing decisions. 

BUYING A HOME

12:45 – 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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