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

2018

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.

February 2018

Retirement Planning

Presented by California Coast Financial Services2

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, February 21, 2018

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

 

1Products are not endorsed or guaranteed by California Coast Credit Union. California Coast Credit Union does not 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.

2Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through PFG Advisors. PFG Advisors, California Coast Credit Union, California Coast Financial Services, Securities America, Inc. 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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