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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 2020 financial goals. All of our classes are free and open to the community.

Saturday, January 11, 2020

10:30 a.m. | 11:45 a.m. | 12:45 p.m.

FREE


Fullerton Public Library, Community Room
353 W. Commonwealth Avenue
Fullerton, CA 92832

Get Directions

FINANCIAL FIRST AID

10:30 – 11:15 a.m.

DESCRIPTION

A financial crisis can throw even the best mony management plan into chaos. This session focuses on ways to gain control of a crisis. Participants will learn about financial assessments, expense prioritization, and effective negotiation with creditors. 

FINANCIAL PLANNING BASICS

Presented by SoCal Wealth Management

11:30 a.m. – 12:30 p.m.

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.

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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