Locations

Join Us or Call/Text:
(925) 939-5626
Routing Number: 321178446

Events

Session 1: October 7, 2025 | Session 2: October 16, 2025 Webinar

Federal vs. Private Student Loans

  • This workshop explains key differences between federal and private student loans, and compares eligibility, interest rates, repayment plans and more. Participants will learn how to choose the option that best suits their needs.

  • Session 1: Tuesday, October 7, 2025
    Time: 10:30 a.m. - 11:30 a.m. (PST)

    Session 2: Thursday, October 16, 2025
    Time: 5:30 p.m. - 6:30 p.m. (PST)

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Session: October 28, 2025 In-person

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: Tuesday, October 28, 2025
    Time: 06:00 p.m. - 07:30 p.m. (PST)

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Session 1: November 4, 2025 | Session 2: November 13, 2025 Webinar

Safeguarding Seniors: Strategies to Combat Elder Financial Exploitation

  • Elder financial exploitation is a growing concern that affects millions of seniors each year. Learn about common tactics used by scammers, how to recognize the signs of financial abuse, and practical steps to take if […]

  • Session 1: Tuesday, November 4, 2025
    Time: 10:30 a.m. - 11:30 a.m. (PST)

    Session 2: Thursday, November 13, 2025
    Time: 5:30 p.m. - 6:30 p.m. (PST)

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Session: November 20, 2025 Webinar

20 Options for Your Pension 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 […]

  • Session: Thursday, November 20, 2025
    Time: 12:30 p.m. - 1:30 p.m. (PST)
    Time: 6:00 p.m. - 7:00 p.m. (PST)

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Session 1: December 9, 2025 | Session 2: December 18, 2025 Webinar

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 1: Tuesday, December 9, 2025
    Time: 10:30 a.m. - 11:30 a.m. (PST)

    Session 2: Thursday, December 18, 2025
    Time: 5:30 p.m. - 6:30 p.m. (PST)

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A Safe Place for Your Money

Member deposits are now insured up to $1,000,000

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