Free Seminars & Webinars
Webinar
Washington State Long-Term Care Tax: What You Need To Know Now
A webinar presented by BECU Investment Services
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Date
Thursday, August 12, 2021
1-2 p.m.
Register Here
Description
Join Matt Dailey, vice president of BECU Investment Services and Financial Advisors, who will give an overview of the Washington State Long-Term Care Act and the associated tax. What do you need to know now? How will it impact your paycheck? Financial Advisors will be answering your questions live. Questions can also be submitted in advance to InvestmentServices@becu.org.
BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | 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
Breaking the Ice: Difficult Family Conversations
Presented By: BECU Trust Services
Dates
Tuesday, August 24, 2021
11:00am - 12:00pm
Register
Location
Online webinar
Description
Join BECU Trust Services as we host this webinar presented by Jenifer Nazarowski, LICSW, CMC with VillagePlan.
Engaging in touchy topics with an aging loved one can be challenging for all families. Our webinar, Breaking the Ice, is equipped with tips on navigating family dynamics and conducting family meetings. Whether you are planning in advance for future eldercare needs or managing a crisis, this presentation will help you become an excellent listener, engage in difficult conversations, address major family concerns and create positive outcomes for all family members involved.
Webinar
Aligning Your Retirement Assets and Your Estate Plan
Presented By: BECU Trust Services
Description
This presentation will focus on incorporating IRA assets into an estate plan for protection during incapacity and for beneficiaries. We will discuss combining the tax benefits of an IRA with the flexibility, protections and control of a trust.
Go to Webinar: Aligning Your Retirement Assets and Your Estate Plan
Date recorded: May 5, 2021
Webinar
Protecting Yourself Against Fraud
In today's high-speed world it is important that we be vigilant in our fight against fraud. Sometimes it can feel overwhelming to know how to protect oneself with so many different types of scams trying to take your money. In this webinar you will learn how to spot the most common scams trending, learn what happens when you fall for a scam, understand how you can avoid being a victim of fraud and learn how to report fraud.
Webinar
Tips - Teaching Kids Financial Responsibility
This webinar will help you teach your kids 10 important financial tips to enhance their knowledge about financial responsibility from the importance of savings to smart shopping.
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
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
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 Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | 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 Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | 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
5 Ways Technology Will Change How You Age
A webinar presented by BECU Investment Services and Kent Gorman and Joe McIntyre of Hartford Funds
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
Retirement for this generation will look nothing like the ones that came before it. With these technological advancements and innovations, a majority of which are already available and accessible, many aging Americans can live independently, in their own homes, for many more years. With these considerations in mind, it's critical to decide whether you're going to engage in this on-demand, digital economy. This webinar will help to become more familiar with what's available, the more comfortable you'll be integrating this new technology into your, or your loved ones, life as retirement begins.
Go to webinar: 5 Ways Technology Will Change How You Age
Date recorded: February 4, 2021
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Webinar
The Home Stretch- Seven Things to do the Decade Before you Retire
A webinar presented by BECU Investment Services and Kyle Max
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
You've worked hard, saved money, and watched your investments grow. Now it's time to kick-start your retirement plan or keep the momentum going. Whether you are near retirement or recently retired, this webinar will help you plan for the many decisions required as you look ahead to the next phase of your life.
Go to webinar: The Home Stretch- Seven Things to do the Decade Before you Retire
Date recorded: N/A
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Webinar
Legacy Planning: Avoiding the 4 Common Pitfalls That Cause Family Tension
A webinar presented by BECU Investment Services and Susan Kay, MFS Investment Management
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
Family wealth transfer is not just about getting financial assets to the next generation. It is also about how to pass on what we think is important AND how to avoid damaging our children's relationships with each other. What kinds of ideas and tools are available to help you, so that your family has significantly more success in seeing the estate you've worked so hard to build serve your family well and hopefully last through more than one generation? Join Susan Kay Vice President, Business Development Consultant, MFS Investment Management to discuss Legacy Planning: Avoiding the 4 Common Pitfalls that Cause Family Tension.
Go to webinar: Legacy Planning Avoiding the 4 Common Pitfalls that Cause Family Tension
Date recorded: May 20, 2021
BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Susan Kay and MFS are not affiliated with BECU Investment Services or LPL Financial.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. A Roth IRA offers tax deferral on any earnings in the account.
Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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.
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.