Workshops

A big hit with members!
Join us for free, informative financial workshops hosted by California Coast and our partners. You'll gain valuable insight into such topics as long-term care, credit reports and more.

Cal Coast Workshop Schedule

2017

We are committed to helping you understand and manage your financial resources. California Coast provides a variety of complimentary informative financial workshops to help take the guesswork out of planning your finances.

 

January 2017

401(k) Options

Presented by California Coast Financial Services2

Wondering what to do with your 401(k) from your previous employers? Join us for an informational workshop to discuss your options.

Date & Time

Location

Reservations

Tuesday, January 17, 2017
12:00 pm - 1:00 pm
6:00 pm - 7:00 pm

California Coast Credit Union
Adminstration Building
9201 Spectrum Center Blvd.
San Diego, CA 92123

Reserve a seat

Tuesday, January 17, 2017
12:00 pm - 1:00 pm
6:00 pm - 7:00 pm

California Coast Credit Union
Temecula Branch
32170 Temecula Parkway, Bldg. C
Temecula, CA 92592

Reserve a seat

 

Cyber Security

Presented by Liz Frauman, Securing Our eCity1

In this interactive workshop you’ll 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.

Date & Time

Location

Reservations

Wednesday, January 25, 2017
6:00 pm - 7:00 pm

Otay Mesa Nestor Library
3003 Coronado Avenue
San Diego, CA 92154

Reserve a seat

 

1Products are not endorsed or guaranteed by California Coast Credit Union. California Coast Credit Union does not endorse or encourage you to purchase the product or service. California Coast Credit Union urges you to do your own due diligence on the vendor and its product/service.

2Financial Advisors are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment Advice offered through PFG Advisors, a Registered Investment Advisor. PFG Advisors and California Coast Financial Services are separate entities from LPL Financial.

Not NCUA Insured

Not Credit Union Guaranteed

May Lose Value


The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, AZ, AK, CO, FL, IA, IL, MD, MA, MO, NH, NM, NV, NY, NC, OH, OR, TX, VA, WA.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

We always have your best interest in mind. It shows in everything we do.

Our members are our most valuable asset. That’s why everything we do — from the accounts, loans and rates we offer, to the personalized caring attention we provide — is designed to help you to achieve your goals.

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