We make it easy for you to gain confidence about financial investments and retirement decisions. We offer a variety of seminars periodically throughout the year. All seminars are free and do not require you to have an investment account with us.

 

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Quarterly Market Review Seminar

  • Understand how stock and bond markets performed
  • Find out the key takeaways and other economic news
  • Learn what to watch for in coming quarters

Medicare Seminar

DROP Seminar

  • Determine when to enter DROP
  • Select from investment options available when you exit DROP

No seminar at this time.

DROP Seminar

CalPERS Retirement Seminar

  • Understand CalPERS retirement types
  • Calculate your pension
  • Select distribution options

No seminar at this time.

Retirement Planning

Medicare Seminar

  • Understand what Medicare options you have
  • Learn how parts A, B, C and D work
  • Find out what to expect from a Medicare Advantage Plan

No seminar at this time.

Market Review

Social Security Seminar

  • Learn the basics of Social Security
  • Understand how it works
  • Find out how and when to claim benefits

No seminar at this time.

Social Security Seminar

 

Register for a current seminar and/or receive email announcements about our seminars throughout the year:

 

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/ SIPC) and SEC 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.