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

2017

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.

June 2017

Market Outlook

Presented by Fidelity Investments1 and California Coast Financial Services2

This presentation offers Fidelity’s views on the economy and capital markets with an emphasis on areas where we see investment opportunities as researched by our Capital Markets Strategy Group.

Date & Time

Location

Reservations

Wednesday, June 21, 2017
12:00 pm - 1:00 pm
OR 6:00 pm - 7:30 pm

California Coast Credit Union
Administration Building, 3rd Floor
9201 Spectrum Center Blvd
San Diego, CA 92123

Reserve a seat

 

Thinking Money - A Financial Expedition

Presented by California Coast Credit Union

It’s never too early to start our children down the path to financial wellness. Join the American Library Association and California Coast for the Thinking Money exhibit and our Financial Fitness for Teens workshop. Parents are encouraged to attend with their children and lunch will be provided.

Date & Time

Location

Reservations

Monday, June 26, 2017
12:00 pm - 1:00 pm
 

Central Library Downtown
Mary Hollis Conference Room
330 Park Blvd
San Diego, CA 92101

Email to reserve a seat

or call (619) 238-6684

 

1Products 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.

2Financial 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 California Coast Financial Services are separate entities from LPL Financial.

Not NCUA Insured

Not Credit Union Guaranteed

May Lose Value


The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, AZ, AK, CO, FL, IA, IL, MD, MA, MO, NH, NM, NV, NY, NC, OH, OR, TX, VA, WA.

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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