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Retiring Successfully 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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On the Road to Riches: The Foundations of Saving and Investing
Investing is one of the smartest things consumers can do to secure a brighter financial future. Every investor has different goals, risk tolerance, and cash flow, which will impact savings and investment choices. Participants will […]
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Common Money Mistakes Hosted by Tony Delumen
We all make mistakes, especially when it comes to money. It is important that we try to avoid the most common mistakes if we can. This session will help you: • Identify 52 different […]
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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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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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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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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.
