Monthly Financial Webinars
Join us for free virtual and educational webinars on various topics, including budgeting, personal finance, investing and so much more.
Free Monthly Workshops
We are committed to helping individuals, families and businesses in our community understand and manage your finances in order to live a more prosperous and fulfilling life. Our monthly workshops feature speakers from our Certified Financial Coaches and our California Coast Financial Services partners. We encourage you to share the events with your family and friends that could benefit from these informative and free opportunities.
October 2024 In-Person Workshop
Navigating Medicare 2025: Find the Right Plan for You
October 16, 2024
6:00PM - 6:45PM
Are you wondering if you are in the right Medicare Plan? This in-person seminar will reveal what's in store for 2025’s Medicare plans. Join us as we discuss a couple of sample plans that go along with Medicare parts A, B, C, D and Medicare Supplements.
This presentation is for anyone needing the change their plan, turning 65 years old, retiring, and coming off group health insurance, or those interested in going on Medicare while still working.
Disclaimer: The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourages you to do your own due diligence when making decisions regarding your financial management.
Presented by Kevin Leinum, President, Insurance Services with Capstone, Inc.
In-Person at:
James L. McPheters Conference Room
Cal Coast Credit Union
9201 Spectrum Center Blvd. San Diego, 92123
Light dinner will be provided.
Upcoming Webinars
October Webinar
Navigating Medicare 2025: Find the Right Plan for You
October 23, 2024
12:00PM - 1PM
Are you wondering if you are in the right Medicare Plan? This webinar will reveal what's in store for 2025’s Medicare plans. Join us as we discuss a couple of sample plans that go along with Medicare parts A, B, C, D and Medicare Supplements.
This presentation is for anyone needing the change their plan, turning 65 years old, retiring, and coming off group health insurance, or those interested in going on Medicare while still working.
Disclaimer: The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourages you to do your own due diligence when making decisions regarding your financial management.
Presented by:
Kevin Leinum, President, Insurance Services with Capstone, Inc.
November Webinar
TBA
- Protecting Your Credit with an Emergency Payment Strategy
- Budgeting for the "New Norm"
- 5 Steps to Dealing with Debt
- 7 Things to do Before you Retire
and more...
Check back every month for new video webinars discussing various financial topics designed with you in mind.
Workshop FAQs
No! Our workshops and webinars are open to anyone who wants to attend. Our mission is to provide our members, their families and the community with free financial advice and these events are very popular with members and non-members. We just ask that you please reserve a spot by registering online.
Yes! We understand not everyone is able to attend the workshop in person or the webinar live at the scheduled time. We upload all of our recorded workshops on our YouTube channel for you to watch at a later date.
The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourage you to do your own due diligence when making decisions regarding your financial management.
1California Coast Credit Union does not endorse or encourage the product or services. CCCU urges you to do your own due diligence on the vendor and its product/service.
Don't be a stranger, we're your neighbor
Have a question about your account, applying for a loan or perhaps you're ready to talk refinancing? Whatever your question or need, our Member Service Center is always happily available to walk you through every step of the process with your best interest at heart.
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