Free Seminars & Webinars
Webinar
Estate Planning: What Everyone Needs To Know
Presented By: BECU Trust Services
Dates
Tuesday, August 25, 2020
5:00pm - 6:00pm
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Tuesday, September 22, 2020
5:00pm - 6:00pm
Register
Tuesday, November 17, 2020
5:00pm - 6:00pm
Register
Location
Online webinar
Description
Creating or updating an estate plan is one of the most important things you can do for your loved ones. It's never too early to start planning, but it can be too late. In this webinar, Senior Trust Officer, Rachelle Czaplinski, and VP & Senior Trust Officer, Linda Davenport, will discuss the basics of estate planning and share insights on why a will is not the only way to prepare for your financial future. Key takeaways include:
- Who needs a trust and why
- Common trusts and the problems they solve
- What happens if you die without a plan in place
- Choosing wisely when selecting a trustee
The BECU Trust Services team follows the credit union philosophy of People Helping People. With an average of 15 years' experience, our team knows it's not just about money. It's about relationships with the people you care about.
Webinar
Estate Planning What Everyone Needs To Know Presented By BECU Trust Services
Presented By: BECU Trust Services
Description
Creating or updating an estate plan is one of the most important things you can do for your loved ones. It's never too early to start planning, but it can be too late. In this webinar, Senior Trust Officer, Rachelle Czaplinski, and VP & Senior Trust Officer, Linda Davenport, will discuss the basics of estate planning and share insights on why a will is not the only way to prepare for your financial future. Key takeaways include:
- Who needs a trust and why
- Common trusts and the problems they solve
- What happens if you die without a plan in place
- Choosing wisely when selecting a trustee
Go to Webinar: Estate Planning: What Everyone Needs To Know
Date Recorded: September, 3, 2020
The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business with residents of all 50 states.
Webinar
Special Holiday Edition: Learn, Shop, Support Local
A webinar presented by BECU Investment Services and Seattle Good Business Network
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Date
Thursday, December 3, 2020
1:00pm to 2:00pm
Register Here
Description
Our community has banded together to stay home and stay safe. With the upcoming holiday season, it can difficult to discover new traditions that can be impactful for our local community. BECU Investment Services has partnered with the non-profit Seattle Good Business Network to showcase local small businesses and Good Food Kitchens, a food assistance program serving King County. The webinar is an opportunity to learn, shop, meet the owners and support our local community. Join us for this fun-filled webinar featuring
Seattle Good Business Network with Erin Adams
Good Food Kitchens with EunJean Song
Elsom Cellars with Jody Elsom
The Works Seattle with Kellie Phelan
Nuflours Gluten Free Bakery with Phoebe Rossi
Refugee Artist Initiative with Ming-Ming Tung-Edelman
BECU Investment Services, Seattle Good Business Network, and LPL Financial are not affiliated.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
| Not NCUA / NCUSIF Insured | Not Credit Union Guaranteed | Not Obligations of BECU | May Lose Value |
The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business with residents of all 50 states.
Webinar
Managing Your Finances During a Crisis
In an informative video, BECU Financial Educator Stacey Black shares her tips for Managing Your Finances During a Crisis. Use her insights to navigate financial uncertainty.
Webinar
Market Outlook: Special Edition with Burt White
A webinar presented by BECU Investment Services with Burt White, Managing Director of Investor and Investment Solutions and Chief Investment Officer of LPL Financial
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
COVID-19 has caused a lot of uncertainty, largely related to our finances. Asking the RIGHT questions can help you move forward and navigate the remainder of the pandemic. It can also help protect your finances if something like this happens again.
This special BECU Investment Services online webinar is designed to help you understand:
- What changes you should make in your retirement given the effects of the pandemic
- How you can recover if you've been hurt financially
- How to be more prepared for the next crisis
Go to Webinar: Market Outlook Special Edition
Date recorded: Thursday, May 28, 2020
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
| Not NCUA / NCUSIF Insured | Not Credit Union Guaranteed | Not Obligations of BECU | May Lose Value |
The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business with residents of all 50 states.
Webinar
Facing a Layoff, VLO or Furlough: What are the Considerations?
A webinar presented by BECU Investment Services
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
This is a time when you may be seeking advice on what to do with your VIP, pension and other retirement plans from a previous employer. Join us in this webinar with BECU Investment Services Financial Advisors as they educate on layoff, VLO, and furlough options, the CARES Act and how that may help you, and possible options on your existing retirement plans.
Go to Webinar: Facing a Layoff, VLO or Furlough: What are the Considerations?
Date recorded: Thursday, May 14, 2020
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
BECU Investment Services and LPL Financial are not affiliated.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
| Not NCUA / NCUSIF Insured | Not Credit Union Guaranteed | Not Obligations of BECU | May Lose Value |
The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business with residents of all 50 states.
Webinar
Socially Responsible Investing: Building a Better Future
A webinar presented by BECU Investment Services
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
Socially Responsible Investing is an investment strategy which seeks to consider financial return with consideration of environmental and social progress. The webinar will address the basics of ‘Socially Responsible Investing' using real world examples of how this investment philosophy can help affect change. Recent events have highlighted a number of issues that overlap with Socially Responsible investment criteria. Considerations include diversity, employee rights, climate change, corporate stewardship/governance, inequality, and community development.
Join BECU Investment Services, Catherine Banat- Managing Director Responsible Investing, RBC Global Asset Management, and Special Guest Nadja Vol Ochs - Interim Executive Director, Carnation Farms.
Carnation Farms is a local nonprofit organization providing inspirational and educational experience that positively affect health, the environment and local economies.
Go to Webinar: Socially Responsible Investing Building a Better Future
Recorded Date: July 9, 2020
BECU, BECU Investment Services, Catherine Banat, RBC Global Asset Management, Nadja Vol Ochs, and Carnation Farms are not registered broker/dealers and are not affiliated with LPL Financial.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.Insurance products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
| Not NCUA / NCUSIF Insured | Not Credit Union Guaranteed | Not Obligations of BECU | May Lose Value |
The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business with residents of all 50 states.
Webinar
Making Government Benefits Work For You: Social Security Deep Dive
A webinar presented by BECU Investment Services with Michael Graci, Director of Practice Management & Investment Education Specialist BlackRock
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan.
Join us for an overview of:
- How do Social Security benefits work for you and your spouse?
- When and how to start receiving Social Security benefits?
- Opportunities to increase your benefits throughout retirement?
Go to Webinar: Making Government Benefits Work For You: Social Security Deep Dive
Recorded Date: July 30, 2020
BECU Investment Services, Michael Graci, BlackRock, and LPL Financial are not affiliated.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.Insurance products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
| Not NCUA / NCUSIF Insured | Not Credit Union Guaranteed | Not Obligations of BECU | May Lose Value |
The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business with residents of all 50 states.
Webinar
Social Security Decisions
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
In this webinar, you'll learn the background of Social Security and important terms to understand, changes to the Social Security system, planning strategies to maximize Social Security income, and how to forecast the health and future look of the Social Security system. A seminar presented by Kyle Max, BECU Investment Services and Dhamandeep S. Judge, Columbia Threadneedle
Go to Webinar: Social Security Decisions
Recorded Date: August 17, 2020
BECU Investment Services, Dhamandeep S. Judge, Columbia Threadneedle, and LPL Financial are not affiliated.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.Insurance products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
| Not NCUA / NCUSIF Insured | Not Credit Union Guaranteed | Not Obligations of BECU | May Lose Value |
The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business with residents of all 50 states.
Webinar
Market Outlook: The Trail to Recovery
A webinar presented by BECU Investment Services and Ryan Detrick, Chief Market Strategist from LPL Financial
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
We're in uncharted waters, facing a pandemic. Get perspective for successfully navigating these waters with a Market Outlook from Ryan Detrick, Chief Market Strategist from LPL Financial. To help better understand what's happening and what the future could hold, Ryan Detrick will discuss
- The indicators of a turning point in this market
- What recovery may look like in different parts of the country
- The implications of another stimulus plan and the Fed's actions
As Chief Market Strategist, Ryan Detrick is a member of the LPL Financial Research tactical asset allocation committee, responsible for directly impacting the portfolio decision-making process, as well as a member of the market insights team, developing and articulating equity and general market strategy. In this role, he is a frequent presenter to clients, industry peers, and the national media on emerging and developing market trends.
Go to Webinar: Market Outlook:The Trail to Recovery with Ryan Detrick
Recorded Date: August 27, 2020
BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.Insurance products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
| Not NCUA / NCUSIF Insured | Not Credit Union Guaranteed | Not Obligations of BECU | May Lose Value |
The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business with residents of all 50 states.
Webinar
10 Tips to Reduce Debt
Do you want to be free of oppressive debt? Start on the path of financial freedom and learn how to prioritize your debts, establish a payment plan; identify spending issues and behavior change. These ten tips can help you manage the debt and pay it off.
Webinar
Budgeting Tips Tricks and Tools
This webinar will give you an overview of various approaches to budgeting, including BECU's Money Manager tool. We'll also discuss best practices and how to make your money work for you. You'll have the opportunity to follow along using your Money Manager tool on your phone or on your computer.
Webinar
Better Budgeting
Do you want to fine tune your spending, reduce your debt or save more money? This seminar teaches principles, practices and skills of good money management that will make your financial life easier and help you reach your goals. Come and learn how to create your personalized spending plan.
Webinar
Building Credit
Credit has a powerful impact on our lives! It affects our ability to rent an apartment, get a job, attain car insurance, and even purchase a home. This informative presentation teaches participants about credit reports and credit scores, the benefits of having good credit, and ten keys to effective credit building.
In-Person Seminar
First Time Home Buyer
Become a well-informed home buyer. This seminar covers it all: How to prepare your credit, develop a budget, and apply for a mortgage, as well as presenting your offer, the appraisal and inspection, and other useful tips.
First time homebuyers who have attended a Live Seminar, Two Part Webinar, or a First Time Home Buying Self-Paced Course will be rewarded with a $250 coupon* which can be applied to your closing costs on a BECU home loan. Limit one coupon per loan.
At this time, in-person seminars are available in Western Washington.
*$250 coupon will only be offered for first time home buyers who have attended a Live Seminar, Two Part Webinar, or a First Time Home Buying Self-Paced Course. Limit one coupon per loan. Loans are subject to credit approval and other underwriting criteria. Certain restrictions apply. Home Loan program rates, terms and conditions subject to change without notice. This special offer may be used only by the primary borrower and will be credited toward closing costs upon the completion of your new BECU home loan. This offer cannot be combined with any other offer, including the BECU First-Time Home Buyer Grant Program, and is available only by presenting the coupon at the time of application for a new mortgage loan. This offer cannot be used in connection with any loan modification. Offer valid for new home loans that close within 120 days of course completion date. Good only for purchase of a first home. Home must be the primary residence of the borrower. Closing cost credit cannot exceed the amount of the closing costs charged.
Webinar
First Time Home Buyer - Part One
Part one of our First Time Homebuyer course is designed to help you become a more informed homebuyer. Topics include: How to prepare your credit, maintain a budget, and how to apply for a mortgage.
First time homebuyers who have attended a Live Seminar, Two Part Webinar, or a First Time Home Buying Self-Paced Course will be rewarded with a $250 coupon* which can be applied to your closing costs on a BECU home loan. Limit one coupon per loan.
*$250 coupon will only be offered for first time home buyers who have attended a Live Seminar, Two Part Webinar, or a First Time Home Buying Self-Paced Course. Limit one coupon per loan. Loans are subject to credit approval and other underwriting criteria. Certain restrictions apply. Home Loan program rates, terms and conditions subject to change without notice. This special offer may be used only by the primary borrower and will be credited toward closing costs upon the completion of your new BECU home loan. This offer cannot be combined with any other offer, including the BECU First-Time Home Buyer Grant Program, and is available only by presenting the coupon at the time of application for a new mortgage loan. This offer cannot be used in connection with any loan modification. Offer valid for new home loans that close within 120 days of course completion date. Good only for purchase of a first home. Home must be the primary residence of the borrower. Closing cost credit cannot exceed the amount of the closing costs charged.
Webinar
First Time Home Buyer - Part Two
Part two of our First Time Homebuyer course covers helpful information such as: presenting your offer, the appraisal process, getting an inspection, and a timeline of events from offer to closing.
First time homebuyers who have attended a Live Seminar, Two Part Webinar, or a First Time Home Buying Self-Paced Course will be rewarded with a $250 coupon* which can be applied to your closing costs on a BECU home loan. Limit one coupon per loan.
*$250 coupon will only be offered for first time home buyers who have attended a Live Seminar, Two Part Webinar, or a First Time Home Buying Self-Paced Course. Limit one coupon per loan. Loans are subject to credit approval and other underwriting criteria. Certain restrictions apply. Home Loan program rates, terms and conditions subject to change without notice. This special offer may be used only by the primary borrower and will be credited toward closing costs upon the completion of your new BECU home loan. This offer cannot be combined with any other offer, including the BECU First-Time Home Buyer Grant Program, and is available only by presenting the coupon at the time of application for a new mortgage loan. This offer cannot be used in connection with any loan modification. Offer valid for new home loans that close within 120 days of course completion date. Good only for purchase of a first home. Home must be the primary residence of the borrower. Closing cost credit cannot exceed the amount of the closing costs charged.
Webinar
How to Read Your Credit Report
Learn how to use free credit reports to learn what's behind your credit rating, how to correct misinformation, and prevent fraud and identity theft.