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21 Ways to Trim Your Budget
Stretching your budget is a necessary step to achieving your financial goals. Learn smart ways to save on the things that impact your finances most, such as food, health care, insurance and more. By the […]
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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 […]
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Maximizing Employer Benefits Hosted by Tony Delumen
A thorough summary of your retirement benefits, life insurance coverage, disability protection and other benefits available to you through your employment with Kaiser. Tony Delumen, CLTC Financial Services Professional MassMutual Northern California CA Insurance […]
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Are You Financially Healthy?
We’ll talk about what it means to be financially healthy – which is so much more than just your credit score. True financial health is based on four key components: Spend, Save, Borrow, and Plan. […]
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College Education for the Modern Student
Funding your child’s higher education takes time and strategy. But no matter where you are in the process, we can help provide strategies to save smarter. Join us to gain insight into: • How […]
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Becoming a Homeowner I – Preparing for Homeownership
Buying a home is one of the biggest financial decisions you’ll ever make-and preparation is key. This session focuses on helping you understand what it takes to be ready for homeownership, from assessing your financial […]
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Estate Planning Basics Hosted by Tony Delumen
Transferring your estate can be a complicated process. But with the proper guidance, it’s more manageable. Join us to discover and explore financial and tax strategies when estate planning. Takeaways include: • Understand the different […]
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Becoming a Homeowner II – The Mortgage & Buying Process
Once you’re financially ready, the next step is understanding the mortgage and homebuying process so you can make confident, informed decisions. This session walks you through everything from comparing mortgage options to making an offer […]
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Understanding Social Security by Tony Delumen
It’s important to understand how Social Security benefits work and the filing options that may be available to you BEFORE you begin receiving benefits. This seminar will offer a general overview and context about Social […]
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Mindful Budgeting: Aligning Spending with Your Values
Everyone wants more control over their financial life — and the key to getting there is a budget. In this session, you’ll discover how to build a realistic spending plan that works for your lifestyle, […]
A Safe Place for Your Money
Kaiperm members can find comfort in knowing that no matter the size of your deposit, every dollar is safe, secure and 100% insured by the NCUA, up to $250,000. We're here to keep your assets safe as they grow.
