Free Seminars & Webinars
In-Person Seminar
Estate Planning: What Everyone Needs To Know
Presented By: BECU Trust Services
It is never too early to learn about getting your personal and financial affairs in order. This seminar is a general overview of basic estate planning issues including the use of a Will and Trusts for handling your estate. Discussion will cover titling of assets and the importance of updating your estate documents. We will also review various techniques to maximize proceeds and the various options of disposition of your estate to your beneficiaries.
Dates:
Thursday, February 20, 2020
5:30pm to 7:30pm
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Thursday, May 14, 2020
5:30pm to 7:30pm
Register for this seminar
Location:
BECU Tukwila Financial Center
Floor 2, Room 210
12770 Gateway Drive
Tukwila, WA 98168
Dates:
Tuesday, May 19, 2020
5:30pm to 7:30pm
Register for this seminar
Location:
BECU Everett Financial Center
Auditorium B
11127 Evergreen Way
Everett, WA 98204
In-Person Seminar
Pre-Planners Workshop
Presented By: CayCare – Lisa Doyle
Hosted By: BECU Trust Services
This is a specially designed workshop for those individuals/couples who fit one of the following categories –
- Planning ahead for retirement and wanting to explore what long term care might look like.
- You or a loved one have a care need currently that is working for now but a plan for the future needs to be put into place.
- You or someone you care about is getting by but really would benefit from some care. You feel like you don't need care but others keep bringing it up and asking if you about needing care.
No matter which one of the 3 that you or someone you are caring for fits, this is the workshop for you. We will dive in to issues around estate planning from a care manager's perspective. We will connect you with resources for your estate planning needs. We will open the secrets behind care, placement and medicaid planning that may affect you.
You will leave with resources and some support on customizing your long term care planning needs in a very unique perspective.
Bonus Information -
We will address VA specialty pension information and free services through the VA. We will discuss Medicaid and the care services process from a behind the scenes perspective that you have never seen. We will address the realities on how to choose care in a way you have never thought of before. How do I know? Because we hear it every day from our families
Dates:
Tuesday, April 28, 2020
5:30pm to 7:30pm
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Tuesday, June 9, 2020
1:00pm to 3:00pm
Register for this seminar
Location:
BECU Tukwila Financial Center
Floor 2, Room 210
12770 Gateway Drive
Tukwila, WA 98168
In-Person Seminar
Getting Started- An Intro to Investing
A seminar presented by Amy Fink, CRPS® and Nancy Tran, BECU Investment Services
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Date
Wednesday, June 17, 2020
5:30pm to 6:30pm
Register by phone
Register by email
Location
BECU Tukwila Financial Center
Floor 2, Room 210
12770 Gateway Drive
Tukwila, WA 98168
Description
Why do people invest? Maybe they invest for a rainy day or a brighter future for their children, or for retirement? Whatever your reasons, this seminar will help get you started. You will learn how to potentially increase your net worth by setting goals, using various investments, and implementing different investment strategies.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.
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
Preparing for Retirement - Are You Ready?
A webinar hosted by Lorilee Wells, Financial Advisor, LPL Financial.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Date
Tuesday, April 7, 2020
4:00pm to 5:00pm
Register by phone
Register by email
Location
Online Webinar
Description
You've worked hard and made the right decisions about saving for the future. Now make sure you've got everything covered to help you retire comfortably and be sure your savings will last. In Preparing for Retirement webinar, you'll get guidance from a financial professional on how to identify and secure your sources of retirement income, determine how much cash flow you'll need, and anticipate your future medical and income needs.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.
*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
Understanding Social Security Options
A webinar hosted by Skyler Dompier, BECU Investment Services and presented by Dhamandeep Judge with Columbia Threadneedle Investments.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Dates
Thursday, March 26, 2020
4:00pm to 5:30pm
Hosted by Skyler Dompier
Register by phone
Register by email
Location
Online Webinar
Description
- Background of Social Security and important terms to understand
- Changes to the Social Security system
- Planning strategies to maximize Social Security income
- Forecast the health and future look of the Social Security system
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.
This material is provided for educational purposes only and should not be construed as investment advice or an offer to buy or sell securities.
*Dhamandeep Judge with Columbia Threadneedle Investments, 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
Empower the Female Investors
A webinar presented by Kyle Max, BECU Investment Services
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Date
Thursday, March 19, 2020
2:00pm - 3:00pm
Register by phone
Register by email
Location
Online Webinar
Description
Nearly 1.3 billion women worldwide participate in the workforce and another billion are forecast to enter the global economy in the coming decade1. While women control over $20 trillion of global consumer spending, studies have shown they often lack confidence when it comes to investing2. To help address this issue, Goldman Sachs offers the "EMPOWER the Female Investor Suite", a comprehensive seminar and workshop that seeks to help women gain confidence and take control of their finances.
Sources: 1World Bank and Booz Allen 2016; 2Bloomberg as of June 2017
This material is provided for educational purposes only and should not be construed as investment advice or an offer or solicitation to buy or sell securities.
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
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
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.