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, October 20, 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

FINANCIAL PLANNING BASICS1

10:30 – 11:15 a.m.

 
DESCRIPTION

Are you looking to expand your general knowledge of financial planning? In this workshop we will touch on a broad array of topics including setting goals, budgeting and creating an emergency fund. You will learn about the important role different investments may play to help you work toward your long term goals. We will discuss the responsible use of credit and where insurance fits in to the financial planning process. Finally, we will address the process of retirement planning, saving for college and estate planning and why these topics should be important considerations for you.

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

BREEZING THROUGH THE HOLIDAYS

11:30 a.m. – 12:15 p.m.

 
DESCRIPTION

It may be called "the most wonderful time of the year" but December can also be filled with unwanted debt with holiday spending. Learn budgeting strategies and tactics to avoid that year-end credit card crunch and sidestep debt traps in the future.

BUYING A HOME

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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