Locations

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

Events

Join Us
Session 1: February 13, 2024 | Session 2: February 22, 2024 Webinar

SOLVING THE MYSTERY OF CREDIT REPORTS

  • Credit report scores hold a lot of power—they can help buy that first home but can also take away financial opportunities. This session provides an overview of credit bureaus, credit scoring, guidance to dispute inaccuracies, […]

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

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

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Session: February 29, 2024 Webinar

Tax Planning

  • Planning for your financial future may mean investing for the long term, and basic knowledge is critical in helping you determine the right course. This session will help you: Understand how different types of retirement […]

  • Date: Thursday, February 29, 2024

    Session 1 - Time: 12:30 p.m. - 1:30 p.m. (PST)
    Session 2 - Time: 6:00 p.m. - 7:00 p.m. (PST)

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Session: March 7, 2024 In-Person

DINNER WORKSHOP: WILLS, TRUSTS & INHERITANCE PLANNING SEMINAR

  • Join us for an exclusive and informative evening of fine dining and expert education on March 7th! This unique event brings together the pleasures of a delectable dinner with the invaluable insights of Legacy Planning […]

  • Session: Thursday, March 7, 2024
    Time: 6:00 p.m. - 7:30 p.m. (PST)

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Session 1: March 12, 2024 | Session 2: March 21, 2024 Webinar

SAVING WITH A PURPOSE

  • Saving money is much easier with a goal in mind. This workshop shows you how to choose the right goals for you and overcome barriers to achieving them.

  • Session 1: Tuesday, March 12, 2024
    Time: 10:30 a.m. - 11:30 a.m. (PST)

    Session 2: Thursday, March 21, 2024
    Time: 5:30 p.m. - 6:30 p.m. (PST)

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Session: March 21, 2024 Webinar

WILLS, TRUSTS & INHERITANCE PLANNING SEMINAR

  • Embark on your journey towards secure financial planning by taking a proactive step – join us on March 21 for an exclusive webinar: “Strategic Wealth Planning for Your Future.” Presented in collaboration with Living Trust […]

  • Session: Thursday, March 21, 2024
    Time: 7:00 p.m. - 8:00 p.m. (PST)

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

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