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Webinar
CONSIDERACIONES CLAVE PARA LA PREPARACIÓN DE UN PRÉSTAMO
Presentado por el Consultor de Miembros, Angel Cordoba Almeida y Jose Martinez sanchez BECU Business Services
Fecha
Jueves, 12 de diciembre de 2024
6 p.m. to 7 p.m.
Register
Descripción
¿Está preparado para dar el siguiente paso en la financiación de su empresa? Acompáñenos en este seminario web gratuito el 21 de noviembre para explorar las consideraciones importantes que puede tener al prepararse para un préstamo empresarial. Exploraremos temas como la obtención de financiación inicial, la información que necesita para solicitar un préstamo empresarial, lo que evalúan los prestamistas y mucho más.
El seminario web tiene por objeto proporcionar información financiera general destinada a educar a un amplio segmento del público; no ofrece asesoramiento jurídico ni de otro tipo, ni empresarial ni profesional.
Webinar
Introducción a Negocios: Consideraciones Claves para la Formación de Negocios
Presentado en español por Ventures y BECU Servicios Comerciales y Empresariales.
Descripción
Este seminario web será presentado en español por el consultor líder miembro de BECU, Irving Cruz. Irving creció en el hermoso Noroeste Pacífico y ha sido parte de la comunidad BECU durante años.
En nombre del compromiso de la Oficina de Diversidad, Equidad e Inclusión de servir y brindar un mayor acceso a todas nuestras comunidades, Irving tiene el privilegio de formar parte del primer grupo certificado en español en BECU. Esto implica completar la certificación de comprensión oral, escrito y de lectura.
Mira el seminario web: Consideraciones Claves para la Formación de Negocios
Date Recorded: November, 7th 2023
The above information is intended to provide generalized information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.
Webinar
Introduction to Business: Key Considerations for Business Formation
Presented by Ventures and BECU Commercial and Business Services
The introductory quarterly webinar series, “Introduction to Business: Key Considerations for Business Formation,” will offer invaluable advice on starting a new business to aspiring and established entrepreneurs. Register today, as space is limited.
Joanna Mummert has been a Financial Coach for the past 20 years. She began supporting small business entrepreneurs in 2015 as an instructor for English and Spanish business courses offered through Ventures. Over the last couple of years, she has been providing additional support to Seattle area business owners recovering from the impact of the pandemic. Joanna is passionate about empowering local entrepreneurs with the tools they need for success.
Watch the webinar: Key Considerations for Business Formation
Webinar
Introduction to Business: Understanding Business Financial Statements
Presented by BECU Business Services and Ventures
Joanna Mummert has been a financial coach for the past 20 years. She began supporting small business entrepreneurs in 2015 as an instructor for English and Spanish business courses offered through Ventures. Over the last couple of years, she has been providing additional support to Seattle area business owners recovering from the impact of the pandemic. Joanna is passionate about empowering local entrepreneurs with the tools they need for success.
Description
Ever have questions about business financial statements? Join BECU Business Services and Joanna Mummert, an experienced financial coach, for a high-level discussion on common business financial statements. You'll learn how they are used, where the information comes from and gain best practices for completing the forms you need and get resources to help you along the way.
Watch the webinar: Understanding Business Financial Statements
Webinar
Key Considerations for Choosing a Banking Relationship
Presented by Venture and BECU Commercial and Business Services.
Joanna Mummert has been a Financial Coach for the past 20 years. She began supporting small business entrepreneurs in 2015 as an instructor for English and Spanish business courses offered through Ventures. Over the last couple of years, she has been providing additional support to Seattle area business owners recovering from the impact of the pandemic. Joanna is passionate about empowering local entrepreneurs with the tools they need for success.
Description
If you're a new business owner looking for a financial partner, join us for “Introduction to Business: Key Considerations for Choosing a Banking Relationship.” Part of our introductory quarterly series, this webinar provides essential insights, including the differences between credit unions and banks, to help you find the right fit for your goals. Spaces fill up fast, so register today.
Watch the webinar: Key Considerations for Choosing a Banking Relationship
Webinar
Business Financial Education: Loan Preparedness
Presented by BECU Business Services and Ventures
Joanna Mummert has been a financial coach for the past 20 years. She began supporting small business entrepreneurs in 2015 as an instructor for English and Spanish business courses offered through Ventures. Over the years, she has been providing additional support to Seattle area business owners recovering from the impact of the pandemic. Joanna is passionate about empowering local entrepreneurs with the tools they need for success.
Description
Have questions about securing financing for your business? Join financial coach Joanna Mummert for a free webinar on Nov. 14 to learn about various types of business loans, the benefits they offer, how to apply and more. Space is limited so sign up today.
Watch the webinar: Loan Preparedness
Date recorded: November 14, 2023
In-Person Seminar
Simplify the Homebuying Process
Dates and Locations
Friday, December 6, 2024
3:30 p.m. - 5:30 p.m.
Register
Location
Everett Financial Center
11127 Evergreen Way
Everett, WA 98204
Presented by: Ray Batalona, BECU Sr. Mortgage Advisor (MLO#116652)
Saturday, December 7, 2024
9:30 a.m. - 11:30 a.m.
Register
Location
BECU Factoria
3710 Factoria Blvd SE, Suite E
Bellevue, WA 98006
Presented by: Ted Peterson, BECU Mortgage Advisor (MLO# 693963)
Saturday, December 7, 2024
10:00 a.m. - 12:00 p.m.
Register
Location
BECU Bellevue Eastside Financial Center
1300 NE 20th St Suite 100
Bellevue, WA 98005
Presented by: Ray Batalona, BECU Sr. Mortgage Advisor (MLO#116652)
Saturday, December 14, 2024
2:00 p.m. - 4:00 p.m.
Register
Location
BECU Northgate
551 NE Northgate Way Suite B
Seattle, WA 98125
Presented by: Iain Mourer, BECU Mortgage Advisor (MLO# 1259441)
Saturday, January 11, 2025
2:00 p.m. - 4:00 p.m.
Register
Location
BECU Northgate
551 NE Northgate Way Suite B
Seattle, WA 98125
Presented by: Iain Mourer, BECU Mortgage Advisor (MLO# 1259441)
Saturday, January 18, 2025
9:30 a.m. - 11:30 a.m.
Register
Location
BECU Factoria
3710 Factoria Blvd SE, Suite E
Bellevue, WA 98006
Presented by: Ted Peterson, BECU Mortgage Advisor (MLO# 693963)
Description
On the homebuying journey? We're here to help! We'll walk you through the steps of buying your dream home and a real estate agent will be present to answer questions about finding a home. This free homebuying class will share key resources and demonstrate how BECU can support you on the path to homeownership. Plus, attendees 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 about:
- BECU's First-time Homebuyer Grant.
- Avoiding common homebuying mistakes.
- Determining the best loan for your home purchase.
- Benefits of working with a local mortgage advisor.
Limited Seating. Register today!
*$250 coupon will only be offered for first time homebuyers who have attended an in-person class. This special offer may be used only by the primary borrower by presenting this coupon at the time of application for a new mortgage loan and will be credited toward closing costs upon their new BECU home loan's completion. This coupon may be combined with other offers, restrictions may apply. Speak to your Mortgage Advisor for details. This coupon cannot be turned into cash or cash-like funds, and the closing cost credit cannot exceed the amount of the closing costs charged. 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. One coupon per loan transaction.
Mortgage loans are subject to membership, credit approval, and other underwriting criteria; not every applicant will qualify. Certain restrictions apply. Home loan programs, terms, and conditions are subject to change without notice.
BECU does not have any exclusive arrangement between parties.
Webinar
Debt Reduction Strategies
Date
Tuesday, November 12, 2024
7 p.m.
Register
Description
Want to gain actionable insights on conquering debt? We'll discuss practical tips and strategies to help create a debt payoff plan that motivates you to keep going.
Agenda:
- Debt payoff strategies
- How to stop creating new debt
- Ideas to increase income
Webinar
Building Credit
Date
Wednesday, December 11, 2024
7 p.m.
Register
Description
Whether you're starting from scratch or recovering from past credit challenges, this session will equip you with practical advice and actionable steps to build and improve your credit.
Agenda:
- Fundamentals of credit
- Factors affecting credit scores
- Strategies for establishing credit
- Skills for maintaining good credit
- Long-term financial implications
Webinar
Managing Your Finances During a Crisis
Presented by: Stacey Black, BECU Financial Educator
Description
This is an informative video that covers tips for managing your finances during a crisis. In this video we will discuss creating an emergency budget, things to avoid when budgeting, knowing additional resources to assist in making a budget and, how to create a plan to protect your finances in the future.
Watch the video
Date recorded: April 7, 2020
Webinar
Master Your Money: A Practical Guide to Managing Your Spending
Date
Thursday, October 24, 2024
7 p.m.
Register
Description
Gain essential financial skills and take control of your money. Whether you're just starting out or need a refresher, this seminar covers key topics to help you build a solid financial foundation.
Agenda:
- What is a spending plan and why should you have one
- Money management strategies
- Creating a spending plan
- Budget busters and how to avoid them
Webinar
Simplify the Homebuying Process - Part One
Webinar
Simplify the Homebuying Process - Part Two
Dates
Thursday, October 10, 2024
7 p.m.
Register
Thursday, November 7, 2024
7 p.m.
Register
Thursday, December 5, 2024
7 p.m.
Register
Description
Part two of this two-part series covers: presenting your offer, the appraisal process, getting an inspection and a timeline of events from offer to closing.
Webinar
Investing in an Election Year
A webinar presented by BECU Investment Services with Mark Eibel, Director of Client Investment Strategies, Russell Investments.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
Join us to examine the issues and challenges that are likely to shape the 2024 U.S. elections and what the implications might be for investors. We will discuss what has typically happened to the stock market in election years.
Watch the webinar video: Investing in an Election Year
Date Recorded: Thursday, September 12, 2024
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Mark Eibel and Russell Investments is/are not affiliated with or endorsed by LPL Financial and BECU Investment Services.
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:
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.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
Webinar
Medicare Made Clear
A webinar presented by BECU Investment Services Mike Rackner, LPL Financial Advisor; and Matthew Johnson, Insuring Washington.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
Medicare is changing in 2024, and we want to help you stay informed. Join our complimentary webinar to learn about what you can expect to pay for coverage, new resources to compare coverage options, and supplemental benefits offered from some Medicare Advantage plans. The goal is to help you understand your options and help you feel confident about choosing coverage based on your needs – when you first enroll and every year after.
Watch the webinar video: Medicare Made Clear
Date Recorded: Tuesday, September 10, 2024
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Matthew Johnson, Insuring Washington, and United HealthCare are not affiliated with or endorsed by LPL Financial and BECU Investment Services.
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:
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.
Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
Webinar
LPL Financial 2024 Midyear Market Outlook
A webinar presented by BECU Investment Services with Jeff Buchbinder, Chief Equity Strategist, LPL Financial.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
The economic and market landscapes continue to evolve. Jeff Buchbinder, Chief Equity Strategist, LPL Financial will review changes that have taken place in the first half of 2024 and how they may impact the second half of 2024.
Topics include:
- Inflation
- Future path of interest rates
- Geopolitics
- Investing in an election year
Watch the webinar video: LPL Financial 2024 Midyear Market Outlook
Date Recorded: Thursday, July 18, 2024
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
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:
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.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
Webinar
Preparing for Retirement Series: Social Security
A webinar series presented by BECU Investment Services Kyle Max, LPL Financial Advisor and Robert Van Riper with MFS Fund Distributors, Inc.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
As you approach retirement, it is more important now than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan.
Join Robert Van Riper with MFS Fund Distributors for an overview of:
- How retirement benefits are calculated.
- Options for married couples and divorcees.
- Taxes and your retirement plan.
Watch the webinar video: Preparing for Retirement Series: Social Security
Date Recorded: Tuesday, April 25, 2023
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Robert Van Riper and MFS Fund Distributors are not affiliated with or endorsed by LPL Financial and BECU Investment Services.
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:
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.
Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationshipdisclosure.
Webinar
How to Talk to Your Parents About Their Finances
A webinar presented by BECU Investment Services and Amanda Chomyszak, CIMA® at New York Life Investments.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
If something happened to your parents, would you be able to step in and help them with their finances? Do you know where they bank, or how they pay their bills? Do they have wills? Have they named you power of attorney so you can manage their finances if they can't? You need answers to these questions and more before a crisis strikes. During this webinar, you'll learn how to have essential conversations with your parents about their finances.
Go to Webinar: How to Talk to Your Parents About Their Finances
Date recorded: November 17, 2022
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Amanda Chomyszak, CIMA® and New York Life Investments are not affiliated with or endorsed by LPL Financial and BECU Investment Services.
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:
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. Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationshipdisclosure.
Webinar
The Fragile Decade: Transition to Retirement
A webinar presented by BECU Investment Services with Patrick Scanlon, Vice President Global Atlantic Consulting.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
Retirement is one of the biggest transitions a person will experience. The fragile decade that occurs before and after retirement is a time where people may feel the most financially and emotionally fragile.
Retirement consists of many stages: anticipation, ending, passage and the new normal. This webinar is designed to help you prepare for one on the biggest transitions in your life. Join us as we'll walk you through the “Five Years to Go Blueprint” and the “Next Five Years Checklist.”
Go to Webinar: The Fragile Decade: Transition to Retirement
Date Recorded: June 23, 2022
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Patrick Scanlon and Global Atlantic Financial Group are not affiliated with or endorsed by LPL Financial and BECU Investment Services.
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:
Your Credit Union (“ Financial Institution ”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. 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
Introduction to Investing: Student of the Market
A webinar presented by BECU Investment Services and MFS Investment Management
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
Join us for a webinar that will tackle common investing and financial terms, explain basic investment concepts, and describe different investment types in detail. Learn how to potentially increase your net worth by setting goals, using various investments, and implementing different investment strategies.
Go to webinar: Introduction to Investing: Student of the Market
Date recorded: December 9, 2021
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Jason Piper and MFS Investments are not affiliated with or endorsed by LPL Financial and BECU Investment Services.
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:
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: June 9, 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:
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:
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
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:
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
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
Breaking the Ice: Difficult Family Conversations
Presented by: BECU Trust Services hosted this webinar presented by Jenifer Nazarowski, LICSW, CMC with Villageplan
Description
The term “Sandwich Generation” describes a cohort of adults who are raising children while caring for their own aging parents. This webinar guides viewers through challenging conversations about family dynamics and communication in a “Sandwich Generation” environment. Whether you're planning in advance for future eldercare needs or currently managing family challenges, this presentation will help improve listening and communication skills to create a more positive outcome for all family members involved.
Go to Webinar: Breaking the Ice: Difficult Family Conversations
Date Recorded: Tuesday, August 24, 2021
Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.
Webinar
Duties and Responsibilities of a Trustee
Join BECU Trust Services to learn more about all of the duties and responsibilities of a trustee.
Description
Learn more about the duties and responsibilities of a trustee:
- Financial duties to the beneficiary
- Management of trust assets
- Trustee reporting
- Taxes and compliance
Go to Webinar: Duties and Responsibilities of a Trustee
Date Recorded: June 29, 2022
Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, and involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice, please consult your attorney and/or accountant. Any opinions expressed are those of the presenter and do not necessarily reflect the position of Members Trust Company.
Webinar
Estate Planning Basics for the LGBTQ Community
Join BECU Trust Services as we host this webinar presented by Kate Jones, JD, Law Offices of Kate Jones.
Description
Proper estate planning is vital for anyone who wishes to protect their assets and loved ones, especially for the LGBTQ+ community. Join us as we discuss estate planning basics, including essential estate planning documents for the LGBTQ+ community.
Go to Webinar: Estate Planning Basics for LGBTQ+ Community
Date Recorded: June 22, 2022
Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federall y insured, are not obligations of or guaranteed by the credit union or any affiliated entity, and involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice , please consult your attorney and/or accountant. Any opinions expressed are those of the presenter and do not necessarily reflect the position of Members Trust Company.
Webinar
Estate Planning: What Everyone Needs To Know
Presented By: BECU Trust Services Senior Trust Officer, Rachelle Czaplinski, and VP & Senior Trust Officer, Linda Davenport
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, Rachelle Czaplinski and 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
Estate Planning: What Everyone Needs To Know (Spanish)
This webinar is presented in Spanish: Join BECU Trust Services as we host this webinar presented by Walt Krueger and Jessica F. Kravitz, Attorneys with Krueger Beck Law.
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, Attorneys Walt Krueger and Jessica Kravitz 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:
- Elements that make up an Estate Plan
- Components of a Will and Power of Attorney and why they are important
- Common trust and the problems they solve
- What happens if you die without a plan in place
- Choosing wisely when selecting a trustee
This webinar will be presented in Spanish.
Go to Webinar: Estate Planning - What Everyone Needs to Know (Spanish)
Date Recorded: July 28, 2022
Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, and involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice, please consult your attorney and/or accountant. Any opinions expressed are those of the presenter and do not necessarily reflect the position of Members Trust Company.
The information presented in the seminar is intended to provide generalized information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.
Webinar
Flex IRA Estate Planning for your Retirement Assets
Presented by: Carvell Taylor carvell.taylor@becu.org and Mike Teramoto michael.teramoto@becu.org.
Description
This presentation will focus on incorporating IRA assets into an estate plan for your protection in the event of a medical emergency, 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: FlexIRA Estate Planning for Your Retirement
Recorded: November, 15, 2022
Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, and involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice, please consult your attorney and/or accountant. Any opinions expressed are those of the presenter and do not necessarily reflect the position of Members Trust Company.
Webinar
Life Essentials: Determining Your Loved One's Needs
Join BECU Trust Services as we host this webinar presented by Jenifer Nazarowski, LICSW, CMC with Villageplan.
Description:
Are you noticing changes in your aging loved one? As human beings, we are made up of a complex web of needs (social, emotional, physical, mental, spiritual etc.) In order to maintain a high quality of life and age in place, we must continually re-evaluate those needs and how they are being met. Life Essentials will help you understand what you should be looking for in the day-to-day functioning of your aging loved one, red flags that may indicate it is time to seek help and where to find that professional help.
Go to Webinar: Life Essentials: Determining Your Loved One's Needs
Date Recorded: April, 28, 2022
Webinar
Transitioning to Adulthood: Advising Families with a Child with Disabilities as Their World Changes
Join BECU Trust Services as we host this webinar presented by Joshua Brothers, Attorney with Brothers & Henderson, P.S.
Description
Do you have a child or loved one with disabilities who is or will soon be 18 years old and transitioning into adulthood/out of school? Are you an adult with disabilities who wishes to retain some or all of your rights? Learn what you need to know and what tools are available.
Topics covered will include:
- Decision making and guardianship
- Public benefits for adults
- Estate planning issues for parents
- Special needs trusts
- ABLE Accounts
- Housing choices
- Education
- Employment
Go to Webinar: Transitioning to Adulthood: Advising Families with a Child with Disabilities as Their World Changes
Date Recorded: August 9, 2022
Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, and involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice, please consult your attorney and/or accountant. Any opinions expressed are those of the presenter and do not necessarily reflect the position of Members Trust Company.