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Finances for New Families
Getting married. Having kids. These are natural progressions in life for many, but also present new financial situations and decisions to make immediately, and for the long term. This session will help you discover, prioritize, […]
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Retiring from Kaiser Successfully Hosted by Tony Delumen
Retiring 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 […]
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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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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.
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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 […]
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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 […]
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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 […]
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.
