Employer Partnerships

Enrich Your Employees’ Lives With Exclusive Credit Union Benefits

. . .They’ll thank you!

Studies show that a financially sound employee is more productive, has greater job satisfaction, a lower percentage of absenteeism, and is healthier too!

Absolutely FREE. 100% Carefree.

When you partner with CU SoCal, there’s absolutely no cost. Plus, it’s incredibly easy to implement and doesn’t require any additional staffing or resource allocation.

Easy-to-Use Products. Easy-to-Love Service.

Give your employees full access to tons of handy, helpful, time-saving, practical products and services.

Ready to enrich your employees’ lives and BOOST YOUR BOTTOM LINE?

Great! Just call 866 CU SoCal (866.287.6225) to get started.

Exclusive Financial Benefits For Partner Company Employees.

We’re proud to offer exclusive financial services for the employees of our community business partners. This special employee benefit features some of our most popular products and services all in one package.

1 $10 savings account deposit required. $5 Membership fee waived. 2 Valid on one account per Member and on initial term of certificate only. Does not apply on certificate renewals after initial term, Access Certificates, during promotions, or in combination with other offers including Value+ certificate rate bonus. Subject to change without notice. Valid on one account per Member. Subject to change without notice. 3 Valid on one account per Member. Not valid with promotions. 4 Valid on one account per Member. Not valid with promotions. Loans are subject to approval.

Learn-At-Work Workshops.

CU SoCal is proud to bring financial workshops straight to your employees. All you have to do is select a topic from a wide range of subjects, schedule a time, and we’ll do the rest!

For more information, or to schedule your workshop, contact the Community Education Department at 562.698.8326.

Presentations/Classroom Seminar Topics:

Retirement Planning

  • Consolidating Retirement Accounts
  • Income Options in Retirement
  • Investing Basics—Roth IRA vs. Traditional IRA
  • Securing your Retirement—Transforming Social Security into a winning Strategy


  • Basics of Personal Finance
  • Breezing Through the Holidays
  • Drive Away Happy: Car Buying Decisions
  • Budgeting 101
  • Buying a Home or Investment Property
  • Identity Theft Solutions
  • Personal Finances for College Students
  • Raising a Money-Smart Kid
  • Rebuilding After a Financial Crisis
  • Simple Steps to Get Out of Debt
  • Using Credit Cards Wisely
  • Understanding Credit

Financial Planning

  • Financial Planning 101: Create a Financial P.L.A.N.
  • Myth busting 529 Plans—Get the Straight Facts on 529 College Savings


  • Managing Your Risks—Life and Long Term Care Insurance

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA /SIPC) and Registered Investment Advisor. Products offered through CFS are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Boost Your Bottom Line With Credit Union Benefits.

CU SoCal gives you everything you need to provide your employees great financial services. For more information, or to get started, contact the Community Education department at 562.698.8326, toll-free at 866 CU SoCal (866.287.6225).

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