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Webinar
First Time Home Buyer - Part One
Part one of this two-part series covers: How to prepare your credit, maintain a budget, and apply for a mortgage.
First time home buyers who have attended a live seminar or a two-part webinar 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.
Dates
Wednesday, September 21, 2022
7 p.m.
Register
Wednesday, October 19, 2022
7 p.m.
Register
*$250 coupon will only be offered for first time home buyers who have attended a live seminar or a two-part webinar. 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 this two-part series covers: presenting your offer, the appraisal process, getting an inspection and a timeline of events from offer to closing.
First time home buyers who have attended a live seminar or a two-part webinar 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.
Dates
Thursday, September 22, 2022
7 p.m.
Register
Thursday, October 20, 2022
7 p.m.
Register
*$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
Tips - Teaching Kids Financial Responsibility
This webinar will help you teach your kids important financial tips to enhance their knowledge about financial responsibility from the importance of savings to smart shopping.
Date
Thursday, September 8, 2022
7 p.m.
Register
Webinar
Identity Theft and Fraud Prevention
A webinar presented by BECU Investment Services.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Date
Thursday,October 13, 2022
1:00pm to 2:00pm
Register Here
Description
Security threats are evolving every day. People are faced with increasingly complex scams and schemes used to defraud millions each year. Join BECU Investment Services and Ethan Via, Special Agent in the Seattle Field Office of the FBI, in this webinar increase digital and information literacy skills and learn effective strategies for fraud protection. Ethan will go through real examples as well as discuss how you can protect your identity and to recognize and avoid scams.
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.
Ethan Via and Federal Bureau of Investigation 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.
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 debt and pay it off.
Date
Wednesday, September 7, 2022
7 p.m.
Register
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
Better Budgeting
Do you want to fine tune your spending, reduce your debt or save more money? This webinar 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.
Date
Wednesday, September 28, 2022
7 p.m.
Register
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
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.
Date
Wednesday, October 5, 2022
7 p.m.
Register
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.
Date
Tuesday, October 4, 2022
7 p.m.
Register
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
In-Person Seminar
First Time Home Buyer 101
Presented by: BECU
Dates and Locations
Multiple dates and locations are available for this seminar. Select the Register link below.
Description
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
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.
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
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
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
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.
Date
Wednesday, October 12, 2022
7 p.m.
Register
Webinar
Special Edition Market Outlook 2022
A webinar presented by Burt White, Managing Director and Chief Investment Officer, LPL Financial, BECU Investment Services.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
Stay on top of the changing markets. In this one-hour webinar Burt White, Chief Investment Officer at LPL Financial, will dive deep into the latest perspectives on today's global economy. Explore insights around financial markets, inflation, interest rates, policy actions and geopolitical impacts.
Go to Webinar: Special Edition Market Outlook 2022
Date Recorded: January 20, 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.
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 Biden Tax Plan: What Does It Mean to You?
Presented by: BECU Investment Services and Russell Investments.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
Throughout the year, the Biden administration has been developing tax proposals. Frank Pape, CFA®, CFP senior director, portfolio consulting with Russell Investments will explain these proposals and help taxpayers understand their impact along with an overview of capital markets.
Go to Webinar: The Biden Tax Plan: What Does it Mean to You?
Date recorded: November 18, 2021
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.
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: