Events
Raising Financially Mindful Teens
The teen years are the perfect time to build strong money habits that last a lifetime. This session equips young adults and their parents with the knowledge and tools they need to manage money effectively, […]
- Session 1: Tuesday, August 4, 2026
Time: 10:30 a.m. - 11:30 a.m. (PST)
Session 2: Thursday, August 13, 2026
Time: 2:00 p.m. - 3:00 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, August 18, 2026
Time: 7:00 p.m. - 8:00 p.m. (PST)
Regaining Your Financial Footing Post-Divorce
This presentation will discuss how to minimize the costs of divorce for the short-term and beyond, and how to regain financial footing moving forward into the future. Tony Delumen, CLTC Financial Services Professional MassMutual […]
- Session 1: Thursday, August 27, 2026
Time: 12:30 p.m. - 1:30 p.m. (PST)
Session 2: Thursday, August 27, 2026
Time: 6:00 p.m. - 7:00 p.m. (PST)
Buy It or Lease It? Driving Through Your Options
Purchasing or leasing a vehicle is a decision that impacts your budget, lifestyle, and long-term financial goals. In this informative workshop, we’ll navigate the pros, cons, and hidden considerations behind each choice. Whether you’re looking […]
- Session 1: Tuesday, September 1, 2026
Time: 10:30 a.m. - 11:30 a.m. (PST)
Session 2: Thursday, September 10, 2026
Time: 2:00 p.m. - 3:00 p.m. (PST)
Maximizing Your Employer Benefits
People leave jobs for many reasons – an exciting new position, job elimination, a break to raise children or retirement, just to name a few. Regardless of why you left (or may be leaving), this […]
- Session 1: Tuesday, September 15, 2026
Time: 12:30 p.m. - 1:30 p.m. (PST)
Session 2: Tuesday, September 15, 2026
Time: 6:00 p.m. - 7:00 p.m. (PST)
Explore Our Financing Products & Services
