Featured Event
February 14, 2024
5:30pm PT
February 14, 2024
5:30pm PT
Generational wealth is a method of boosting your financial wellness with an eye towards creating a legacy for future generations and is typically achieved with a combination of financial and educational skills. Together with guest speaker, Erick Bell, CPA, CFF, CFE, we will discuss how to start, build, and protect your wealth for the future.
Erick Bell is an accounting and financial wellness professor. He holds a tenured position at Las Positas College, and teaches at Golden Gate University’s master’s program and the Haas School of Business at UC Berkeley.
Extra perk of joining us: we’ll select attendees at random to win $25 e-gift cards.
Reserve my spotFeb. 28, 2024
12:00pm/5:30pm
Women today have more purchasing power than ever. At some point in their lives, they may need to help manage the finances of a parent, partner, spouse, or child. Creating a solid investment strategy that aligns with their needs as well as their family’s can help women meet and overcome these challenges.
Please join us as we host Tiffany Dyson, Investments Learning Consultant at Franklin Templeton1, and examine key investment topics for women including setting financial goals, navigating wage gaps, taking ownership of retirement planning, and empowerment through financial knowledge.
We’re pleased to offer two times for this webinar – one at 12pm PT and the other at 5:30pm PT.
Reserve for 12pm Reserve for 5:30pmMarch 27, 2024
12:00pm PT
Everyone needs an estate plan, regardless of age, assets, or stage of life. Join us, alongside O’Neill Dewey of Trust & Will2, as we discuss the most common questions surrounding estate planning and why it is important to set up a plan to ensure you and your loved ones are protected. We’ll cover:
Choose from a selection of our past webinars.
1 This webinar is hosted by Tiffany Dyson of Franklin Templeton. However, neither Tiffany Dyson nor Franklin Templeton is affiliated with Patelco Credit Union or CUSO Financial Services, L.P. (“CFS”). 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. Patelco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
2 This webinar is hosted by O’Neill Dewey of Trust & Will. However, neither O’Neill Dewey nor Trust & Will is affiliated with Patelco Credit Union or CUSO Financial Services, L.P. (“CFS”). 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. Patelco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
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