Workshops

A big hit with members! Join us for free, informative financial workshops and gain valuable insight into topics like long-term care, credit reports and more.

Workshops
Cal Coast Workshop Schedule

2020

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.

April 2020

Market Outlook

Presented by California Coast Financial Services1,2

This presentation offers views on the economy and capital markets with an emphasis on areas where we see investment opportunities.

 

Date & Time

Location

Reservations

Wednesday, April 22, 2020

12:00 pm - 1:00 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

Register for online webinar stream

(Light refreshments will be provided)

 

May 2020

Home Buying

Presented by Steve Volle, California Coast Credit Union

Learn the important steps to take before buying a home and determine the best financing options for you.

 

Date & Time

Location

Reservations

Wednesday, May 20, 2020

12:00 pm - 1:00 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

Register for online webinar stream

(Light refreshments will be provided)

 

June 2020

Estate Planning

Presented by California Coast Financial Services1,2

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

 

Date & Time

Location

Reservations

Wednesday, June 17, 2020

12:00 pm - 1:00 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

Register for online webinar stream

(Light refreshments will be provided)

 

July 2020

360 Degrees of Auto Buying

Presented by Kevin Watkins, New Cars Inc.1

Find out what you need to know before you go car shopping, from financing, to researching, to getting your best deal.

 

Date & Time

Location

Reservations

Wednesday, July 22, 2020

12:00 pm - 1:00 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

Register for online webinar stream

(Light refreshments will be provided)

 

August 2020

Bite of Reality

Presented by California Coast Credit Union

A hands-on money management simulation that gives students a taste of real-world financial challenges in a fun, interactive setting. A smartphone or tablet required to participate in this simulation.

 

Date & Time

Location

Reservations

Wednesday, August 5, 2020

9:30 am - 11:30 am
5:00 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

(Light refreshments will be provided)

 

September 2020

All About Credit

Presented by Taralyn Rose, California Coast Credit Union

Learn what a credit score is all about, how it is calculated, and what helps and hurts your credit score.

 

Date & Time

Location

Reservations

Wednesday, September 23, 2020

12:00 pm - 1:00 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

Register for online webinar stream

(Light refreshments will be provided)

 

November 2020

Cyber Security

Presented by Samantha Serpa, ESET1

Learn the importance of setting goals, reviewing retirement resources, and the difference between Traditional and Roth IRAS and other retirement plans.

 

Date & Time

Location

Reservations

Wednesday, November 18, 2020

12:00 pm - 1:00 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

Register for online webinar stream

(Light refreshments will be provided)


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. Trust services provided by Premier Trust, a subsidiary of Ladenburg Thalmann. California Coast Financial Services, California Coast Credit Union, Securities America, Premier Trust, Ladenburg Thalmann and PFG Advisors are separate entities. Securities America and its representatives do not provide tax or legal advice.

Not NCUA Insured

Not Credit Union Guaranteed

May Lose Value


This site is published for residents of the United States and is for informational 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.

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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