Events
Sleighing the Holiday Season
It may be called “the most wonderful time of the year” but December can also be filled with unwanted debt and overspending. Learn budgeting strategies and tactics to avoid year-end credit card crunch and future […]
- Session: Thursday, December 18, 2025
Time: 5:30 p.m. - 6:30 p.m. (PST)
Ten Steps to Improve Financial Wellness
We all measure financial success differently, but all paths getting 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 […]
- Session 1: Tuesday, January 6, 2026
Time: 10:30 a.m. - 11:30 a.m. (PST)
Session 2: Thursday, January 15, 2026
Time: 2:00 p.m. - 3:00 p.m. (PST)
Legacy Planning Dinner Workshop
Join us for an elegant evening of dining and learning as Craig Nelson, a trusted Legacy Planning Media Educator, shares expert insights into safeguarding your assets. Whether you’re just starting or refining your plan, this […]
- Session: Wednesday, January 14, 2026
Time: 06:00 p.m. - 07:30 p.m. (PST)
Retiring Successfully Hosted by Tony Delumen
Planning for retirement? Learn how to make the most of your retirement benefits. This is your chance to get a thorough understanding of what each option of your pension provides, the importance of timing around […]
- Date: Tuesday, January 20, 2026
Session 1: 12:30 p.m. - 1:30 p.m. (PST)
Session 2: 6:00 p.m. - 7:00 p.m. (PST)
Wills, Trusts, & Inheritance Planning
This One Hour Seminar, or Webinar, is an Educational Event hosted by our business Partners, Living Trust Educators and CU Plan. You’ll learn whether you need a Trust or a Will, and what is included […]
- Session: Tuesday, March 10, 2026
Time: 7:00 p.m. - 8:00 p.m. (PST)
Explore Our Financing Products & Services
