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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, October 12, 2019

10:30 a.m. | 11:45 a.m. | 12:45 p.m.

FREE


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

Get Directions

FINANCIAL PLANNING BASICS

10:30 – 11:30 a.m.

Presented by Investment Services located at Credit Union of Southern California1
DESCRIPTION

Are you looking to expand your general knowledge of financial planning?  In this seminar 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 also 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.

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

SOLVING THE MYSTERY OF CREDIT REPORTS

11:45 a.m. – 12:30 p.m.

DESCRIPTION

Credit report scores hold a lot of power—they can help buy that first home but can also take away financial opportunities. This session provides an overview of credit bureaus, credit scoring, guidance to dispute inaccuracies, improving credit scores, and dealing with identity theft and fraud.

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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