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.
2025 June Webinar
Navigating Medicare 2025: Find the Right Plan for You
June 18, 2025 at 5PM
Are You Turning 65 or Planning to Retire Soon? This Medicare Presentation Is for You!
Whether you're approaching age 65, preparing to retire and leave group health insurance, or simply wondering if Medicare makes sense while you're still working — this session is designed for you.
We’ll cover the essentials, including:
- Medicare Parts A, B, and D
- Medicare Advantage Plans
- Medicare Supplement (Medigap) Plans
- A sample plan to help you understand how everything fits together
Not sure if you’re in the right Medicare plan? Need a refresher or just getting started? Join us for a clear and informative overview to help you feel confident in your Medicare decisions.
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 Leinum, President, Insurance Services with Capstone, Inc.
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
June Webinar
Navigating Medicare 2025: Find the Right Plan for You
June 18, 2025 at 5PM
Are You Turning 65 or Planning to Retire Soon? This Medicare Presentation Is for You!
Whether you're approaching age 65, preparing to retire and leave group health insurance, or simply wondering if Medicare makes sense while you're still working — this session is designed for you.
We’ll cover the essentials, including:
- Medicare Parts A, B, and D
- Medicare Advantage Plans
- Medicare Supplement (Medigap) Plans
- A sample plan to help you understand how everything fits together
Not sure if you’re in the right Medicare plan? Need a refresher or just getting started? Join us for a clear and informative overview to help you feel confident in your Medicare decisions.
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 Leinum, President, Insurance Services with Capstone, Inc.
July Webinar
Staying Cool with Heat Pumps: Home Electrification and You
July 9, 2025 at 12PM
Californians are embracing home electrification like never before, turning to ultra-efficient heat pumps and induction cooktops to increase their comfort, enjoy cleaner indoor air, and future-proof their homes. Learn about the hottest way to keep cool this summer with this webinar from the State of California GoGreen Financing and the California Coast Credit Union team.
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: Traci Hukill, GoGreen Financing Marketing Specialist, California State Treasurer’s Office
Zachery Gerth, GoGreen Financing Team, California Coast Credit Union
- 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.
Contact Us
Have questions? Want more information? We’re more than happy to get in touch.
Serving anyone who lives or works in San Diego, Riverside, Orange, Los Angeles, Ventura, Imperial, or San Bernardino counties.