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

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. 

September 2015

Estate Planning

Presented by Douglas R. Irwin, Attorney At Law*

Plan for the transfer of your wealth and learn what you need to know to protect yourself and your loved ones. This interactive and informative workshop addresses your need for a will or trust, probate, organizing your estate, how to save on taxes and more.

Date & Time

Location

Reservations

Wednesday, September 23, 2015

12:00 pm - 1:00 pm
6:00 pm - 7:30 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

 
 

October 2015

Home Buying

Presented by California Coast Credit Union and Community Housing Works*

Knowledgeable experts will share the steps you'll want to take before buying a home, including important tips when starting the home buying process and determining the best financing options for your needs.
 

Date & Time

Location

Reservations

Wednesday, October 21, 2015

12:00 pm - 1:00 pm
6:00 pm - 7:30 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

 

November 2015

Long-Term Care

Presented by Steve Elliot, Capstone Financial Assurance, Inc.*

Learn about new legislation that provides tax incentives to purchase long-term care insurance, identify the best long-term care plan for your needs and how to save money with long-term discounted plans.

Date & Time

Location

Reservations

Wednesday, November 18, 2015

12:00 pm - 1:00 pm
6:00 pm - 7:30 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

 
 

*Products 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.

**Financial 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 Cal 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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