Navigating financial waters can be challenging, but you can rely on expertise from BECU along the way. Find articles, webcasts, seminars and calculators to help you learn and plan independently.
To see a list of seminar dates, select the seminar topic that interests you.
Do you want to fine tune your spending, reduce your debt or save more money? This seminar 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.
New seminar focused on America's New Tax Break, Rules & Regulations. Converting to Roth IRA brings new opportunity in 2010. Anyone, regardless of income level, may be eligible to convert all or a portion of their Traditional IRA or employer-sponsored plan to a Roth IRA in 2010. Some of the advantages may include tax-free distributions, and no required minimum distributions or age and income limitations. Experts are saying this legislative change may become the single most powerful estate building and wealth transfer investment vehicle. I invite you to explore how you can take advantage of America's new tax break. INVESTORS SHOULD DISCUSS TAX-RELATED STRATEGIES WITH A QUALIFIED TAX ADVISOR.
Become an informed borrower. This seminar will help you understand how to shop for a mortgage loan, including requirements, terms, and beneficial options for BECU members.
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.
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.
Take the guesswork out of estate planning regarding the beneficiaries of 401(k), the VIP Plan, and IRA accounts. Learn how tax deferment and other techniques can stretch retirement funds for your children and help them avoid making large tax payments upon your death.
New tax laws make both IRAs and Roth IRAs appealing savings vehicles. Learn how to determine which is better for you, and the tax rules and advantages. This seminar also covers rollover IRAs and Roth conversions.
You'll learn how to determine if bonds, mutual funds have a place in your portfolio, and how you can maximize the potential for you to work toward your financial goals, what is a bond, the types of bonds, and the benefits and the risks. WE ADVISE YOU TO CAREFULLY CONSIDER THE OBJECTIVES, RISKS, CHARGES AND EXPENSES OF MUTUAL FUNDS AND/OR VARIABLE PRODUCTS BEFORE INVESTING. THE PROSPECTUS CONTAINS THIS AND OTHER IMPORTANT INFORMATION AND WILL BE AVAILABLE FOR YOUR REVIEW. PLEASE READ THE PROSPECTUS CAREFULLY BEFORE INVESTING
This seminar will help you understand some of the major financial decisions you may be facing at retirement. We'll address some of the most commonly asked questions including: "Will I be able to keep my standard of living?", "What if I invest too aggressively/conservatively?", "How much income do I need and how will I get it?", and "What about taxes?"
This seminar provides a helpful overview for the business beginner. Learn about licensing and registration, choosing a legal structure (proprietorship, partnership, LLC, or corporation), accounting reports, and how to prepare revenue and expense projections. We'll focus on financing and what's required by a lender or investor.
We'll help you build a solid investment foundation. Learn to balance risk with potential return, and how to develop and follow a long-term plan.
This seminar is aimed at people who have retired or left a job with assets in a qualified retirement plan. Learn the tax implications and choices of rollovers, lump-sum distributions, and other options to help you increase your retirement savings.
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