Free Seminars & Webinars

A webinar presented by BECU Investment Services and Bret Edensword, Financial Advisor, LPL Financial 

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Date

Wednesday, January 27, 2021
1:00pm to 2:00pm
Register Here

Location

Online Webinar

Description

You're working for it. You're planning for it. You deserve the retirement of your dreams. Don't let unexpected health care costs put your assets at risk. Even careful planners are faced with life's surprises. It's important to understand how life changes affect your health care coverage and your financial goals. Join us in this webinar as we address and inform about the realities of Long Term Care in Washington State as new changes undergo and what you need to know about Long Term Care today.

A webinar presented by BECU Investment Services and Kent Gorman and Joe McIntyre of Hartford Funds

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Date

Thursday, February 4, 2020
1:00pm to 2:00pm
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Location

Online Webinar

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.

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.

Many people are facing unprecedented financial challenges right now. This webinar explores options to help address these challenges.

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.

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
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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

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

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.

Watch the video

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

A webinar presented by BECU Investment Services with Michael Graci, Director of Practice Management & Investment Education Specialist BlackRock

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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

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

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.

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.

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.

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.

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.

Register now for this seminar

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.

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.

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.