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Join us at our upcoming seminars.

Each quarter, we are pleased to bring you a series of seminars to help you accomplish your 2020 financial goals. All of our classes are free and open to the community.

Thursday, March 12, 2020

6:45 p.m.

FREE

Whittier Community Center, Rooms 1 & 2
7630 Washington Avenue
Whittier, CA 90602

Get Directions

BUYING A HOME

6:45 – 8 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.

Saturday, April 11, 2020

10:30 a.m. | 11:45 a.m. | 12:45 p.m.

FREE

Brea Community Center, Art Studio Room
695 E. Madison Way
Brea, CA 92821

Get Directions

TEN STEPS TO FINANCIAL SUCCESS

10:30 – 11:15 a.m.

DESCRIPTION

We all measure financial success differently, but all paths to get there require discipline and goals. This session teaches participants ways to financial control—including developing a spending plan, creating objectives, weighing insurance needs, and other tools that will help get on the road to personal financial success. 

SOCIAL SECURITY STRATEGIES

Presented by SoCal Wealth Management

11:30 a.m. – 12:30 p.m.

DESCRIPTION

Timing is everything. Stay informed about things that could affect your retirement income. During this seminar, 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 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 you earnings records for accuracy
  • How to estimate your benefits
  • How to coordiante benefits with your spouse
  • How to minimize taxes on Social Security with your other sources of retirement income


There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principle. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Credit Union of Southern California (CU SoCal) and SoCal Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using SoCal Wealth Management, and may also be employees of CU SoCal. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CU SoCal and SoCal Wealth Management. 
  

Not insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

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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