Monthly Financial Webinars

Join us for free virtual and educational webinars on various topics, including budgeting, personal finance, investing and so much more.  

Free Monthly Workshops

We are committed to helping individuals, families and businesses in our community understand and manage your finances in order to live a more prosperous and fulfilling life. Our monthly workshops feature speakers from our Certified Financial Coaches and our California Coast Financial Services partners. We encourage you to share the events with your family and friends that could benefit from these informative and free opportunities. 

2025 December Webinar

Medicare 101: Understanding the Basics

December 1, 2025 at 12PM

Choosing a Medicare plan isn’t just about coverage, it’s about peace of mind. For nearly 20 years, My Senior Health Plan has helped thousands of seniors nationwide navigate the complexities of Medicare. With hundreds of plans, changing networks, and new rules every year, the choices you make at 65 can shape your healthcare coverage for decades.

Cal Coast Credit Union is partnering with My Senior Health Plan to offer a free, no-obligation Medicare 101 workshop to help you: 

  • Understand how Medicare works
  • Maintain access to your trusted doctors
  • Discover what recent plan changes could mean for coverage in 2026

Whether you're approaching 65, assisting a loved one, or simply want a clearer understanding of your options, this educational session is for you.

Presented by                     Jackelyn Nudo, Senior Medicare Agent, My Senior Health Plan  

Register

Disclaimer: The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourages you to do your own due diligence when making decisions regarding your financial management.

Upcoming Webinars

December Webinar

Medicare 101: Understanding the Basics

December 1, 2025 at 12PM 

Choosing a Medicare plan isn’t just about coverage, it’s about peace of mind. For nearly 20 years, My Senior Health Plan has helped thousands of seniors nationwide navigate the complexities of Medicare. With hundreds of plans, changing networks, and new rules every year, the choices you make at 65 can shape your healthcare coverage for decades.

Cal Coast Credit Union is partnering with My Senior Health Plan to offer a free, no-obligation Medicare 101 workshop to help you: 

  • Understand how Medicare works
  • Maintain access to your trusted doctors
  • Discover what recent plan changes could mean for coverage in 2026

Whether you're approaching 65, assisting a loved one, or simply want a clearer understanding of your options, this educational session is for you.

Disclaimer: The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourages you to do your own due diligence when making decisions regarding your financial management.

Presented by: Jackelyn Nudo, Senior Medicare Agent, My Senior Health Plan  

January Webinar

TBA

Free Recorded Webinars

Catch any previous Cal Coast Financial Wellness Webinars you might have missed on YouTube.
 
Topics include:
  • Protecting Your Credit with an Emergency Payment Strategy
  • Budgeting for the "New Norm"
  • 5 Steps to Dealing with Debt
  • 7 Things to do Before you Retire

     and more...

Check back every month for new video webinars discussing various financial topics designed with you in mind. 

Workshop FAQs

No! Our workshops and webinars are open to anyone who wants to attend. Our mission is to provide our members, their families and the community with free financial advice and these events are very popular with members and non-members. We just ask that you please reserve a spot by registering online. 

Yes! We understand not everyone is able to attend the workshop in person or the webinar live at the scheduled time. We upload all of our recorded workshops on our YouTube channel for you to watch at a later date. 

Request a Financial Education Workshop

Thank you for contacting us! A Cal Coast representative will reach out to you soon.

The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourage you to do your own due diligence when making decisions regarding your financial management.

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. 

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Have questions? Want more information? We’re more than happy to get in touch.

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