Webinars & Seminars

Make plans to join us for our next financial education event!

Free events, invaluable information

We regularly host webinars and seminars with our various partners to provide you information about timely financial topics and good financial advice you can put into action. Take a look at our upcoming schedule and make sure you register in advance for these popular events. Best of all, they're free for everyone.

Retirement Planning Later in Life

It’s one of the most important financial considerations for anyone today. And as you get closer to retiring, it becomes more critical to have a solid plan of action. This workshop focuses on deciding when to retire, investment options, estate planning, Social Security benefits and healthcare considerations.

There are two dates to choose from:
Tuesday, May 14 @ 11:30 am–12:30 pm
Thursday, May 23 @ 6:30–7:30 pm

Presented by: Balance

Elder Abuse Awareness & Prevention Workshop

Recent trends in financial abuse among the elderly show an alarming increase, especially with the adoption of digital technologies. The U.S. Tresury's Financial Crimes Enforcement Network has data showing a prevalence of financial exploitation among seniors. Financial institutions reported $27 billion in suspicious activities linked to elder financial exploitation from 2022 to 2023. FInCEN's report underscores the growing issue of financial crimes against older adults, involving illegal or improper use of their funds, property or assets. 

To help increase mindfulness and prevent scams and financial exploitation of the elderly, Partner Colorado Credit Union is teaming up with the City and County of Denver to present a new Elder Abuse Awareness & Prevention Workshop. 

We'll present examples of crimes against the elderly, highlight specific trends and challenges affecting the elderly, and point out current red flags and fraud trends. You'll also have the opportunity to speak with our presenters about any questions you have about financial elder abuse.

There are three locations and dates to choose from:

Arvada Branch
Date: 
Wednesday, May 29
Time: 5:30-6:30 pm

Littleton Branch
Date: Wednesday, June 26
Time: 
5:30-6:30 pm

Aurora Branch
Date: Wednesday, July 24
Time: 
5:30-6:30 pm

Presented by: Lynn Lowe, Senior Resource Navigator/Victim Advocate from the City Attorney's Office

Guest Speaker: Rayette Cordova, Security/Compliance Manager from Partner Colorado Credit Union

Refreshments will be provided.

Plus, if you attend one of the workshops, you'll be entered for a chance to win a $50 Visa gift card!*

 

*A minimum of 10 people must attend each workshop in order for the gift card drawing to occur. Must attend the workshop in order to be eligible to win. Odds of winning may vary. No purchase necessary to win.

Becoming a Homeowner

Homeownership starts well before the contracts are signed—preparation is one of the keys to a smooth home buying process. This session covers all major pre-purchase topics such as budgeting, the down payment, credit reports, debt-to-income ratios and the mortgage lending process.

There are two dates to choose from:
Tuesday, June 4 @ 11:30 am–12:30 pm
Thursday, June 13 @ 6:30–7:30 pm

Presented by: Balance

Resources to move you ahead.

Resources to move you ahead.
How To Review Your Own Finances

See how you can keep your finances on track.

Learn More: How To Review Your Own Finances
How To Talk Money With Your Partner

Make sure you are both on the same page.

Learn More: How To Talk Money With Your Partner
Things To Consider When You Get A Raise

Learn how to manage your increased salary.

Learn More: Things To Consider When You Get A Raise
Save Or Pay Off Debt

Discover which option is right for you.

Learn More: Save Or Pay Off Debt
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This content is for general informational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America, Allianz Life Insurance Company of New York, their affiliates, and their employees and representatives do not give legal or tax advice or advice related to Social Security benefits. Clients are encouraged to consult with their own legal, tax and financial professionals for specific advice or product recommendations, or to go to their local Social Security Administration office regarding their
particular situation. 

Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. www.allianzlife.com. In New York, products are issued by Allianz Life Insurance Company of New York, 1633 Broadway, 42nd Floor, New York, NY 10019-7585. www.allianzlife.com/new-york. Only Allianz Life Insurance Company of New York is authorized to offer annuities and life insurance in the state of New York. Variable products are distributed by their affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. www.allianzlife.com.

Guarantees are backed by the financial strength and claims-paying ability of the issuing company. Variable annuity guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions. 

Not FDIC insured. May lose value. No bank or credit union guarantee. Not a deposit. Not insured by any federal government agency or NCUA/NCUSIF.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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A minimum of 10 people must attend the seminar in order for the gift card drawing to occur. Must attend the seminar in order to be eligible to win. Odds of winning may vary. No purchase necessary to win.