Browse News & Discounts
Browse News & Discounts
  • Events Calendar

    See our Events Calendar for a schedule of upcoming BECU community events.

  • Press Room

    Visit our Press Room for the latest BECU press releases and media information.

Free Investment Services Webinars and Seminars

Free Webinars and Seminars From Investment Services

Be prepared for the unknown: Attend a free webinar or seminar hosted by BECU Investment Services. Topics include Roadmap to Retirement; Planning for Long-Term Care; 21st Century Retirement Strategies and Retirement Investment Strategies.

Worried about the retirement road ahead? Wondering if you'll have enough for the unknown, such as long-term care? Curious how much you'll actually need for those retirement years? You're not alone. Attend free webinars and seminars conducted by a Financial Advisor* and offered by BECU Investment Services. Our webinars and seminars are offered as a service to the community, providing members and non-members alike with a trustworthy source of helpful information. Plus, webinars make it easy to view the information wherever you have an internet connection.


Scroll below to review and sign up. Questions? Call 206-439-5720, or email financialplanning@becu.org.

Webinars

Roadmap to Retirement

The accumulation of assets is only the beginning. The retirement journey begins with saving for the future, and then travels through asset allocation, consolidation, protection and tax diversification, and finally drives to retirement income and wealth transfer. 

  • Thursday, Aug. 11

  • 10:00 am – 10:45 am

  • Register here, or call 206-439-5720

  • You will be emailed a link with instructions for logging in to the event.

Planning for Your Long-Term Care Expenses

No one likes thinking about the prospect of needing Long-Term Care; it's estimated almost 70% of Americans will need some level of care*. Help safeguard ones you love and the wealth you've worked so hard to achieve, discussing traditional and modern Long-Term Care expense protection solutions.

  • Monday, Aug. 15

  • 10:30 am – 11:15 am

  • Register here, or call 206-439-5720

  • You will be emailed a link with instructions for logging in to the event

* Source: LongTermCare.gov

21st Century Retirement Strategies for Managing Retirement Income

The new realities of the 21st century require us all to think and prepare differently for what could be a 30-year retirement: Learn the “new” risks to retirement income and critical strategies to help ensure you won't outlive your assets.

  • Tuesday, Aug. 30

  • 11:00 am – 11:45 am

  • Register here, or call 206-439-5720

  • You will be emailed a link with instructions for logging in to the event

Seminars

Retirement Investment Strategies

Retirement comes with many questions: Find answers to commonly asked inquiries, plus learn how to invest for retirement, including diversifying your investment options.

  • Two dates: Tuesday, Sept. 20 and Wednesday, Sept. 28
  • 5:30 pm – 7:15 pm
  • Tukwila Financial Center,  2nd Floor, Room 235
  • Register here, or call 206-439-5720

*Investors should discuss tax-related strategies with a qualified tax advisor. There are risks associated with investing in securities markets including possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses.  Fund prospectuses contain this and other information about funds and may be obtained by asking your financial advisor.  Read prospectuses carefully before investing.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC .  Insurance Products offered through LPL Financial or its licensed affiliates.  BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.  Investments sold through LPL Financial are: 

Not NCUA/NCUSIF Insured May Lose Value Not Obligations of BECU Not Credit Union Guaranteed