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Webinar

Preparing for Retirement Training Camp

A webinar series presented by BECU Investment Services Kyle Max, LPL Financial Advisor

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 series will help you plan for the many decisions required as you look ahead to the next phase of your life. This four-part “Preparing for Retirement Training Camp” series is hosted by Kyle Max, Financial Advisor and a team of experienced retirement planners to help you explore your retirement options. Join us for just one or all four parts of this preparing for retirement series.

Each week in this webinar series you will learn..

Date

7 Things to Do in the Decade Before you Retire
April 6, 2021
4:00pm to 5:00pm
Register Here

Social Security Decisions with Jen Taboada, BlackRock
April 13, 2021
4:00pm to 5:00pm
Register Here

Medicare Made Clear with Jaimee Ryan, United HealthCare
April 20, 2021
4:00pm to 5:00pm
Register Here

Long Term Care and Considerations
April 27, 2021
4:00pm to 5:00pm
Register Here

Join us as we navigate through the steps in retirement together.

Location

Online Webinar

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, Jen Taboada, BlackRock, Jaimee Ryan, United HealthCare, Ryan Forman, Lincoln Financial, 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.

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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.

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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.

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Webinar

Estate Planning: What Everyone Needs To Know

Presented By: BECU Trust Services

Dates

Tuesday, August 25, 2020 
5:00pm - 6:00pm
Register

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.

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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.

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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.

Watch the video

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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.

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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

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, 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.

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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

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, 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.

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Webinar

Market Outlook: Powering Forward with Ryan Detrick

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

Should we be optimistic or pessimistic?  What is the latest Covid-19 news?  What could we expect with a new Administration? The economy continues to recover slowly from the virus shutdown earlier in the year, and the Fed appears to be on hold for years to come, which are just a couple of issues presenting challenges to investors. Join Ryan Detrick, Chief Market Strategist of LPL Financial, as he provides an update on the current economy and what to expect in 2021. Topics will range from the outlook for growth in the U.S. and abroad, how new policies may affect the market, an update on COVID-19 over the coming months, and whether we should have an optimistic or pessimistic market outlook for the coming year.

Go to Webinar: Market Outlook: Powering Forward with Ryan Detrick
Date recorded: January 14, 2021

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. The purchase of certain securities may be required to effect some of the strategies. Utilizing an ESG investment strategy may result in investment returns that may be lower or higher than if decisions were based solely on investment considerations.

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.