Apply for a Loan
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.
Wills and Trusts Webinar
Join us for an informative webinar where we'll discuss the essentials of a will and trust. Learn how an estate plan can help protect your assets, ensure your wishes are honored and give peace of mind to your loved ones. Gain a better understanding of the differences between a will and trust and the benefits of both. Those who attend this webinar will receive a special code for a discount on the cost of a will or trust.
Here's what will be covered:
- Defining an estate plan
- Benefits of an estate plan
- Difference between a will and a trust
- Understanding powers of attorney
- Overview of healthcare directives
- Role of a trustee, executor or agent
- FAQs answered
Date: Thursday, October 24
Time: 6:00 pm–7:30 pm
Presented by: Legal Karma
Unwrapping the Holiday Scam Season
Don't let scammers steal your holiday spirit. Unwrap knowledge and tools needed to protect you and your loved ones from holiday scammers. Learn how to identify the red flags, utilize safe online shopping techniques and the steps to take if you do become a victim.
There are two dates to choose from:
Tuesday, November 12 @ 11:30 am-12:30 pm
Thursday, November 21 @ 6:30-7:30 pm
Presented by: Balance
21 Ways to Trim Your Budget
Stretching your budget is a necessary step to ahcieving your financial goals. Learn smart ways to save on the things that impact your finances most, such as food, health care, insurance and more.
There are two dates to choose from:
Tuesday, December 10 11:30 am-12:30 pm
Thursday, December 19 @ 6:30-7:30 pm
Presented by: Balance
Resources to move you ahead.
See how you can keep your finances on track.
Make sure you are both on the same page.
Learn how to manage your increased salary.
Discover which option is right for you.
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.
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.