Educational Workshop Topics

We notify our members of upcoming workshops via branch flyers, our online newsletter and email.

Please select a topic:

How to Start Achieving Your Financial Goals

This educational workshop focuses on sound financial strategies that may help manage taxes and increase your net worth, determine and maximize your discretionary income, make your money work smarter and harder for you, calculate how much you'll need to retire, and diversify your investments appropriately.

360 of Auto Buying

Our experts will share what you need to know before you go car shopping - from financing to researching your options to getting your best deal.

Credit Report 101

Learn the basics of credit reports in this no-cost financial workshop. Understand what's in a credit report, how the report is used and, most importantly, how to improve your credit score!

Smart Remodeling

Dreaming of purchasing your first home or thinking about moving into a larger one? This session "de-mystifies" the process! You'll get the inside scoop on pre-qualifying vs. pre-approval, different types of mortgage products, creative down payments, and the overall loan process.

Retirement Income and Planning

This seminar covers the importance of setting goals, reviewing your retirement resources, identifying the differences between Traditional, Roth IRAs and other retirement plans, and will help you determine your best course of action for retirement. Other valuable topics include 401(k) rollover and distribution strategies and the little known "stretch" provision for IRAs.

Get Financially Fit

Take control of your finances with our Financial Fitness workshop, where you’ll learn how to improve credit, alleviate expenses, and maximize cash flow.

Estate Planning

Learn what the IRS doesn't want you to know. Find out how you can avoid costly capital gains taxes just by having the proper title on your house. Understand the strategies you need to resolve and eliminate estate taxes and probate costs, relieving your family of financial burden. Learn the difference between a Living Will, Living Trust, Last Will and Testament, and Power of Attorney.

A Critical Look at Long-Term Care Insurance

Did you know that the #1 reason for senior citizens to file bankruptcy is paying for long-term care insurance? To protect you and your loved ones from insurance loopholes, you need to understand what is and what is NOT covered by Medicare, Medicaid and your health insurance. This not-to-miss seminar will cover the main aspects of long-term care insurance, new legislation that provides tax incentives, the best plan for you and how to get huge discounts on your long-term care policy.

Financial Services Disclosure
Brokerage services are provided by LPL Financial, a registered broker/dealer.

California Coast Credit Union & California Coast Financial Services neither are not registered broker dealers nor are they affiliated with LPL Financial.

Securities and insurance products offered through LPL Financial and its affiliates. Member FINRA/SIPC
Not NCUA Insured | No Credit Union Guarantee | May Lose Value