Monthly Financial Webinars

Join us for free virtual and educational webinars on various topics, including budgeting, personal finance, investing and so much more.  

Free Monthly Workshops

We are committed to helping individuals, families and businesses in our community understand and manage your finances in order to live a more prosperous and fulfilling life. Our monthly workshops feature speakers from our Certified Financial Coaches and our California Coast Financial Services partners. We encourage you to share the events with your family and friends that could benefit from these informative and free opportunities. 

2026 February Webinar

2026 Market Outlook: Three Important Investment Themes for 2026

February 18, 2026 at 12:00PM

Join our webinar to explore the three important investment themes that will drive financial markets in 2026, covering the economy, the Federal Reserve, financial markets, risks, and why market pullbacks could be buying opportunities.

Presented by Gene F. Goldman, CFA, Chief Investment Officer, Cetera Investment Management LLC

Register

California Coast Financial Services is a marketing name of Cetera Investment Services.  Securities and insurance offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC, CA insurance license # 0A96522), member FINRA/SIPC.  Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity. 1704 SWEETWATER RD.,NATIONAL CITY, CA 91950

Investments are: Not FDIC/NCUSIF insured | May lose value | Not financial institution guaranteed | Not a deposit | Not insured by any federal government agency. 

Disclaimer: The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourages you to do your own due diligence when making decisions regarding your financial management.

Upcoming Webinars

February Webinar

2026 Market Outlook: Three Important Investment Themes for 2026

February 18, 2026 at 12:00PM

Join our webinar to explore the three important investment themes that will drive financial markets in 2026, covering the economy, the Federal Reserve, financial markets, risks, and why market pullbacks could be buying opportunities.

Presented by Gene F. Goldman, CFA, Chief Investment Officer, Cetera Investment Management LLC

California Coast Financial Services is a marketing name of Cetera Investment Services.  Securities and insurance offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC, CA insurance license # 0A96522), member FINRA/SIPC.  Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity. 1704 SWEETWATER RD.,NATIONAL CITY, CA 91950

Investments are: Not FDIC/NCUSIF insured | May lose value | Not financial institution guaranteed | Not a deposit | Not insured by any federal government agency. 

Disclaimer: The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourages you to do your own due diligence when making decisions regarding your financial management.

March Webinar

TBA

Disclaimer: The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourages you to do your own due diligence when making decisions regarding your financial management.

Free Recorded Webinars

Catch any previous Cal Coast Financial Wellness Webinars you might have missed on YouTube.
 
Topics include:
  • Smart Habits for a Debt Free Life
  • Savvy Savings: Mastering the Art of Financial Security
  • Defend Your Identity: Tips and Tools for Protection Against Identity Theft
  • Teaching Your Kids about Finance

     and more...

Check back every month for new video webinars discussing various financial topics designed with you in mind. 

Workshop FAQs

No! Our workshops and webinars are open to anyone who wants to attend. Our mission is to provide our members, their families and the community with free financial advice and these events are very popular with members and non-members. We just ask that you please reserve a spot by registering online. 

Yes! We understand not everyone is able to attend the workshop in person or the webinar live at the scheduled time. We upload all of our recorded workshops on our YouTube channel for you to watch at a later date. 

Request a Financial Education Workshop

Thank you for contacting us! A Cal Coast representative will reach out to you soon.

The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourages you to do your own due diligence when making decisions regarding your financial management.

1California Coast Credit Union does not endorse or encourage the product or services. CCCU urges you to do your own due diligence on the vendor and its product/service. 

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Have questions? Want more information? We’re more than happy to get in touch.

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