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. 

August 2015

Bite of Reality

Presented by California Coast Credit Union and the RMJ Foundation

A free financial literacy program for teens

Perfect for teens ages 13-19, Bite of Reality is a hands-on simulation that gives teens a taste of real-world financial realities. It teaches teens how to make financial decisions and gives them a better understanding of the challenges of living on a budget. Teens are given a fictional occupation, salary, spouse and family, student loan and credit debt and medical insurance payments.

Date & Time

Location

Reservations

Tuesday, August 11, 2015

9:30 am - 12:00 pm
5:00 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

 

Is Solar Power Right For You?

Presented by Baker Electric Solar

Learn whether installing solar panels is the right choice for your electrical needs. This informative workshop will address the potential savings to your utility bill, whether you should lease or buy the panels and the current state incentive programs and/or tax credits that may be available to you.

Date & Time

Location

Reservations

Wednesday, August 12, 2015

6:00 pm - 7:30 pm

California Coast Credit Union
Escondido Branch
962 West Valley Parkway
Escondido, CA 92025

Reserve a seat

 

Retirement Income & Planning

Presented by California Coast Financial Services**

Learn the importance of setting goals, reviewing your retirement resources and the difference between Traditional Roth IRAs and other retirement plans to help you determine your best course of action to fund yoru retirement.

Date & Time

Location

Reservations

Wednesday, August 26, 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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