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.

November 2018

Employer-Sponsored Retirement Plans

Presented by California Coast Financial Services1

Learn the basics of employer-sponsored retirement plans, such as tax considerations, distribution methods, early withdrawal exceptions, rollovers, and more!

 

Date & Time

Location

Reservations

Wednesday, November 14, 2018

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)

 

1Securities 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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