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.

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 2018

Estate Planning

Hosted by California Coast Credit Union and presented by Doug Irwin, Douglas R. Irwin and Associates

Learn what you need to know to protect yourself and your loved ones. We will cover the following topics:

  • Put your affairs in order
  • Why create a trust?
  • Planning ahead


Date & Time



Wednesday, September 19, 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

(Light refreshments will be provided)


1Securities 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. Trust services provided by Premier Trust, a subsidiary of Ladenburg Thalmann. 2California 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.

Not NCUA Insured

Not Credit Union Guaranteed

May Lose Value

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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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