Financial Wellness Products and Resources
Exclusive Benefits for City of San Diego Employees
As a preferred partner, California Coast Credit Union offers the City of San Diego employees special offers and value-added services. Our goal is to be a resource for financial solutions and information that can help you achieve your financial goals.
Financial Tools and Resources
We are committed to helping you understand and manage your financial resources. Cal Coast provides a variety of complimentary informative financial webinars, tools and resources to help take the guesswork out of planning your finances.
October Webinar
Secure Your Legacy with Estate planning
October 22, 2025 at 12PM
Join us for a special estate planning webinar designed to empower you with the knowledge and tools needed to protect your assets and leave a lasting legacy for future generations.
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: Stanley R. Smiley, J.D., Vice President, Cetera Financial Group
November Workshop (In-Person)
Mind Over Money: Identifying Wants, Needs, and Smart Spending
(In-person Lunch & Learn)
November 17, 2025 at 12PM
Explore the psychology behind spending and learn how to distinguish between wants and needs. Gain tools to make intentional choices and reduce unnecessary expenses without feeling deprived.
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: Will Rivera, Manager, Financial Education, Cal Coast Credit Union
December Workshop
TBA
- 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.
Enrich Tools and Resources
Cal Coast is delighted to introduce you to Enrich - your source for financial wellness and education. Enrich features dynamic and interactive financial tools, courses and resources to deliver a highly personalized experience designed just for you.
You now have access to thousands of articles, informative videos, games and more designed to improve your family’s financial wellness, at no cost to you. In addition to 20 interactive financial courses, you have at your fingertips an array of financial tools including a budgeting tool, retirement analyzer, home affordability tool, student loan snapshot tool, financial aid coaching tool, job search and resume analysis, scholarship search tool, GPS to Success and more.
Start your journey down the path to greater financial health with Your Money Personality Assessment today.
