Locations

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(925) 939-5626
Routing Number: 321178446

Events

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| Session: June 13, 2024 Webinar

BECOMING A HOMEOWNER

  • Homeownership starts well before the contracts are signed—preparation is one of the keys to a smooth home buying process. This session covers all major pre-purchase topics such as budgeting, the down payment, credit reports, debt-to-income […]

  • Session: Thursday, June 13, 2024
    Time: 5:30 p.m. - 6:30 p.m. (PST)

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Session 1: July 9, 2024 | Session 2: August 13, 2024 Webinar

Parents Making Cents with Tony Delumen

  • Empowering Parents to Have Financial Conversations with Their Kids. Purpose: Create a support system of parents and grandparents with the goal of having meaningful financial education conversations with the children in their lives. Series of […]

  • Session 1: Tuesday, July 9, 2024
    Time: 6:00 p.m. - 7:00 p.m. (PST)

    Session 2: Tuesday, August 13, 2024
    Time: 6:00 p.m. - 7:00 p.m. (PST)

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Session 1: July 9, 2024 | Session 2: July 18, 2024 Webinar

PLANNING FOR MONEY MILESTONES

  • There are many important financial milestones for consumers in their 20s and 30s. To help prepare today’s “Millennials” for a positive financial future—without sacrificing fun—we take a realistic approach to managing finances. We’ll cover SMART […]

  • Session 1: Tuesday, July 9, 2024
    Time: 10:30 a.m. - 11:30 a.m. (PST)

    Session 2: Thursday, July 18, 2024
    Time: 5:30 p.m. - 6:30 p.m. (PST)

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Session: July 18, 2024 Webinar

20 Options for Your Pension

  • Explanation of what each option of your pension provides, the importance of timing around when to take your pension, and a better explanation of how it can fit in your overall retirement plan. Tony Delumen, […]

  • Session: Thursday, July 18, 2024
    Time: 12:30 p.m. or 6:00 p.m. (PST)

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Session: July 31, 2024 Webinar

WILLS, TRUSTS & INHERITANCE PLANNING SEMINAR

  • 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: Wednesday, July 31, 2024
    Time: 6:00 p.m. - 7:00 p.m. (PST)

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Session 1: August 13, 2024 | Session 2: August 22, 2024 Webinar

AFTER IDENTITY THEFT

  • If you’re a victim of identity theft or just want to stay prepared, this workshop is a must. You’ll learn about the different types of identity theft as well as proven steps you can take […]

  • Session 1: Tuesday, August 13, 2024
    Time: 10:30 a.m. - 11:30 a.m. (PST)

    Session 2: Thursday, August 22, 2024
    Time: 5:30 p.m. - 6:30 p.m. (PST)

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Session 1: September 10, 2024 | Session 2: September 19, 2024 Webinar

FINANCES FOR SMALL BUSINESS OWNERS

  • Entrepreneurship is stronger than ever. This session covers all the financial aspects of starting and running a small business. Topics include: types of legal entity structures, writing a business plan, bookkeeping, paying taxes, and everything […]

  • Session 1: Tuesday, September 10, 2024
    Time: 10:30 a.m. - 11:30 a.m. (PST)

    Session 2: Thursday, September 19, 2024
    Time: 5:30 p.m. - 6:30 p.m. (PST)

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Session: September 19, 2024 Webinar

Maximizing Your Employer Benefits

  • A thorough summary of your retirement benefits, life insurance coverage, disability protection, and other benefits you may not be aware of through your employment with Kaiser. Tony Delumen, CLTC Financial Services Professional MassMutual Northern California […]

  • Session: Thursday, September 19, 2024
    Time: 12:30 p.m. or 6:00 p.m. (PST)

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Session: November 21, 2024 Webinar

Retiring from Kaiser Successfully

  • Retirement isn’t what it used to be. Your retirement strategy should be planned with your long-term goals and desired lifestyle in mind. This session will help you envision your retirement, plan for retirement assets and […]

  • Session: Thursday, November 21, 2024
    Time: 12:30 p.m. or 6:00 p.m. (PST)

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