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

2016

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.

October 2016

Estate Planning

Presented by Doug Irwin, Irwin Associates1

Learn what you need to know to protect yourself and your loved ones.

Date & Time

Location

Reservations

Saturday, October 8, 2016

2:00 pm - 3:00 pm

Carmel Mountain Ranch Library
12095 World Trade Drive
San Diego, CA 92128

Reserve a seat

 
7 Steps to Financial Fitness

Presented by Taralyn Rose, Cal Coast Financial Fitness Counselor

Steps to know where you are, where you want to be and how to get there.

Date & Time

Location

Reservations

Wednesday, October 26, 2016

12:00 pm - 1:00 pm
6:00 pm - 7:00 pm

California Coast Credit Union
Administration Building, 3rd Floor
9201 Spectrum Center Blvd
San Diego, CA 92123
(in Kearny Mesa, corner of Spectrum Center Blvd.
and Overland Dr.)

Reserve a seat

 

Retirement Planning

Presented by Sandra Torres, Financial Advisor2

Learn the importance of setting goals, reviewing your retirement resources, the difference between Traditional Roth IRAs and other retirement plans to help you determine your best course of action to fund your retirement.

Date & Time

Location

Reservations

Wednesday, October 26, 2016

6:00 pm - 7:00 pm

University Community Branch Library
8820 Judicial Drive
San Diego, CA 92122

Reserve a seat

 
Paying For College

Presented by Sallie Mae1

Date & Time

Location

Reservations

Wednesday, October 26, 2016

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

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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