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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. Currently, these workshops are offered in person or if you're unable to attend in person, we also offer a live stream webinar where you can connect from your computer or mobile device. Our workshops are currently webinar only due to the COVID-19 pandemic.

Please register online so we can secure your spot and send you the webinar link. Workshops typically take place once a month on a Wednesday afternoon from 12pm - 1pm PST. Light refreshments are offered for those attending in person. We encourage you to share the events with your family and friends that could benefit from these informative and free opportunities. 

November 2023 Webinar

Your Guide to Smarter Holiday Shopping: Avoid Online Shopping Pitfalls

November 8, 2023

12:00pm - 12:45PM

Before the holidays, learn the dangers of online shopping, how you are impacted, and specific actions that you can take to face the challenges.

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 Taralyn Rose, Manager, Financial Fitness & Coaching, California Coast Credit Union

 

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Upcoming Webinars

November Webinar

Medicare - Changes You Need to Know About

Thursday, November 9, 2023

11:00am - 11:45am

Wondering if you are in the right Medicare Plan for you? Did you recently find out that you were losing your doctor? Join us as we discuss a couple of sample plans that go along with Medicare parts A, B, C, D and Medicare Supplements. 

This presentation is for anyone turning 65 years old, retiring and coming off group health insurance, or those interested in going on Medicare while still working.

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     Kevin Leinum, President, Insurance Services with Capstone, Inc.

November Webinar

Medicare - Changes You Need to Know About

Wednesday, November 15, 2023

4:00pm - 4:45pm

Wondering if you are in the right Medicare Plan for you? Did you recently find out that you were losing your doctor? Join us as we discuss a couple of sample plans that go along with Medicare parts A, B, C, D and Medicare Supplements. 

This presentation is for anyone turning 65 years old, retiring and coming off group health insurance, or those interested in going on Medicare while still working.

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     Kevin Leinum, President, Insurance Services with Capstone, Inc.

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. 

2Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through PFG Advisors. California Coast Financial Services, California Coast Credit Union, Securities America, and PFG Advisors are separate entities. Securities America and its representatives do not provide tax or legal advice. Trust services provided by Premier Trust, a subsidiary of Ladenburg Thalmann.

Not NCUA Insured Not Credit Union Guaranteed May Lose Value


This site is published for residents of the United States and is for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

 

Don't be a stranger, we're your neighbor

Have a question about your account, applying for a loan or perhaps you're ready to talk refinancing? Whatever your question or need, our Member Service Center is always happily available to walk you through every step of the process with your best interest at heart. 

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