Join us at our upcoming seminars.

Each quarter, we are pleased to bring you a series of seminars to help you accomplish your 2022 financial goals. All of our classes are free and open to the community.

Saturday, July 9, 2022

10:30 a.m. | 11:30 a.m. | 12:45 p.m.

FREE

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

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Understanding Credit

10:30 – 11:15 a.m.

DESCRIPTION

Credit: Many want it but how do you get it? This session covers all aspects of becoming an educated credit consumer, including how lenders evaluate for credit approval, factors that impact credit qualification, how credit scoring works, and ways money management today impacts credit standing tomorrow.

Retirement Income Planning

Presented by SoCal Wealth Management

11:30 a.m. – 12:30 p.m.

DESCRIPTION

• Learn about the retirement planning process and its importance in addressing your financial goals.
• Review some of the different sources of income that may be available to you at retirement.
• Understand how to manage the risk of unexpected life events.

 

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.

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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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