Financial Workshops & Webinars
Join us for free monthly educational workshops and webinars on various topics such as 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. Currently, these workshops are offered in person or if you're unable to attend in person, we also offer a live stream webinar where you can connect from your computer or mobile device. Our workshops are currently webinar only due to the COVID-19 pandemic.
Please register online so we can secure your spot and send you the webinar link. Workshops typically take place once a month on a Wednesday afternoon from 12pm - 1pm PST. Light refreshments are offered for those attending in person. We encourage you to share the events with your family and friends that could benefit from these informative and free opportunities.
May 2021 Webinar
Topics will include the elements that make up a strong estate plan, the key differences in the most common types of estate planning documents, and how to choose a plan that is the best for your individual needs.
This workshop is free, open to everyone and you can easily stream it directly to your computer, smartphone or other device.
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.
Presented by Patrick Hicks, Head of Legal at Trust & Will
Upcoming Webinars
June Webinar
Cal Coast Credit Union Financial Wellness Webinar - Auto Buying
This workshop is free, open to everyone and you can easily stream it directly to your computer, smartphone or other device.
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.
Presented by Kevin Watkins - Principal Owner, New Cars Inc.
July Webinar
Investing Basics
July 14, 2021
12PM
Created for the first time investor, this topic will take an in-depth look at investing for beginners and how you can create a successful investment portfolio.
This workshop is free, open to everyone and you can easily stream it directly to your computer, smartphone or other device.
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.
Presented by California Coast Financial Services
August Webinar
Cyber Security
August 18, 2021
12PM
Learn to spot social engineering attempts, safer ways to interact through social media, and how to minimize your online risk both at work and at home.
This workshop is free, open to everyone and you can easily stream it directly to your computer, smartphone or other device.
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.
- Protecting Your Credit with an Emergency Payment Strategy
- Budgeting for the "New Norm"
- 5 Steps to Dealing with Debt
- 7 Things to do Before you Retire
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.
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 encourage 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.
2Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through PFG Advisors. California Coast Financial Services, California Coast Credit Union, Securities America, and PFG Advisors are separate entities. Securities America and its representatives do not provide tax or legal advice. Trust services provided by Premier Trust, a subsidiary of Ladenburg Thalmann.
| Not NCUA Insured | Not Credit Union Guaranteed | May Lose Value |
This site is published for residents of the United States and is for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
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