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Free Seminars & Webinars

In-Person Seminar

Planning for Your Long-Term Care Needs

No one likes thinking about the prospect of needing Long-Term Care. However, as medical expenses continue to rise, Americans need to focus on creating strategy to maintain control, preserve dignity and protect their assets. That's why it's so important to take charge with a plan for your future that includes Long-Term Care expense protection. Help safeguard the ones you love and the wealth you've worked so hard to achieve. Join us for an informative event to discuss traditional Long-Term Care insurance and modern Long-Term Care expense protection solutions: What is Long Term Care (LTC)? Chances of Needing LTC Cost associated with LTC When is LTC insurance right for you? Is a modern LTC solution a better option?


Investors should discuss tax-related strategies with a qualified tax advisor. There are risks associated with investing in securities markets including loss of principal. Mutual funds and variable annuities are sold by prospectus. Investors should carefully consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund or the variable annuity contract and the underlying investment options can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. 


Financial Advisors are with Securities, 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 has a brokerage affiliate arrangement with LPL Financial. LPL Branch office located BECU, 12770 Gateway Drive, Tukwila, WA 98168. Investments are:
NOT NCUA INSURED
NOT CREDIT UNION GUARANTEED
NOT OBLIGATIONS OF BECU
MAY LOSE VALUE


BECU, BECU Investment Services and LPL are separate entities.


A Seminar presentation hosted by Tobias Shiner, BECU Investment Services
Check the background of investment professionals associated with this site on http://brokercheck.finra.org.


Saturday, December 9, 2017 from 11:30 am to 12:45 pm PST
RSVP with link below or call 206-439-5720 or email financialplanning@becu.org

Register now for this seminar

Webinar

Retirement Investment Strategies-Managing Your Investments During Retirement

This webinar will help you understand some of the major financial decisions you'll be facing at retirement. You'll learn Sound strategies that may help you improve your financial situation to sustain the retirement lifestyle you've always dreamed of. This workshop will provide you guidelines for investing during retirement and how to plan ahead for income and taxes.


Investors should discuss tax-related strategies with a qualified tax advisor. There are risks associated with investing in securities markets including loss of principal. Mutual funds and variable annuities are sold by prospectus. Investors should carefully consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund or the variable annuity contract and the underlying investment options can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.


Financial Advisors are with Securities, 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 has a brokerage affiliated arrangement with LPL Financial.  LPL Branch office located BECU, 12770 Gateway Drive, Tukwila, WA 98168. Investments are:
NOT NCUA INSURED
NOT CREDIT UNION GUARANTEED
NOT OBLIGATIONS OF BECU
MAY LOSE VALUE


BECU, BECU Investment Services and LPL are separate entities.


A webinar hosted by Tobias Shiner, BECU Investment Services
Check the background of investment professionals associated with this site on www.brokercheck.finra.org.


Tuesday, December 12, 2017 from 5:30 pm to 6:30 pm PST
Click here to RSVP and receive webinar instructions. For questions, contact 206-439-5720  or financialplanning@becu.org.


Webinar

10 Tips to Reduce Debt

Do you want to be free of oppressive debt? Start on the path of financial freedom and learn how to prioritize your debts, establish a payment plan; identify spending issues and behavior change. These ten tips can help you manage the debt and pay it off.

Webinar

Planning for Your Long-Term Care Needs

No one likes thinking about the prospect of needing Long-Term Care. However, as medical expenses continue to rise, Americans need to focus on creating strategy to maintain control, preserve dignity and protect their assets. That's why it's so important to take charge with a plan for your future that includes Long-Term Care expense protection. Help safeguard the ones you love and the wealth you've worked so hard to achieve. Join us for an informative event to discuss traditional Long-Term Care insurance and modern Long-Term Care expense protection solutions: What is Long Term Care (LTC)? Chances of Needing LTC Cost associated with LTC When is LTC insurance right for you? Is a modern LTC solution a better option?


Investors should discuss tax-related strategies with a qualified tax advisor. There are risks associated with investing in securities markets including loss of principal. Mutual funds and variable annuities are sold by prospectus. Investors should carefully consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund or the variable annuity contract and the underlying investment options can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. 


Financial Advisors are with Securities, 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 has a brokerage affiliate arrangement with LPL Financial. LPL Branch office located BECU, 12770 Gateway Drive, Tukwila, WA 98168. Investments are:
NOT NCUA INSURED
NOT CREDIT UNION GUARANTEED
NOT OBLIGATIONS OF BECU
MAY LOSE VALUE


BECU, BECU Investment Services and LPL are separate entities.


A Webinar presentation hosted by Tobias Shiner, BECU Investment Services
Check the background of investment professionals associated with this site on http://brokercheck.finra.org.


Wednesday, December 13, 2017 from 5:30 pm to 6:30 pm PST
Click here to RSVP and receive webinar instructions. For questions, contact 206-439-5720 or email financialplanning@becu.org

Webinar

Better Budgeting

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.

Date Location Time Status Action
Dec 7 Online 7:00 PM - 8:00 PM OPEN Register

Webinar

Building Credit

Credit has a powerful impact on our lives! It affects our ability to rent an apartment, get a job, attain car insurance, and even purchase a home. This informative presentation teaches participants about credit reports and credit scores, the benefits of having good credit, and ten keys to effective credit building.

Date Location Time Status Action
Nov 29 Online 7:00 PM - 8:00 PM OPEN Register

Webinar

Car Buying Basics

Nothing smells better than a new (or new to you) car, but the process of sorting through options, figuring out what you can afford, arranging financing, and then negotiating can be complicated and nerve-racking. To make the process easier it helps to have a plan for selecting and financing your new set of wheels.

Date Location Time Status Action
Dec 6 Online 7:00 PM - 8:00 PM OPEN Register

In-Person Seminar

First Time Homebuyer

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.


First time homebuyers who have attended a Live Seminar, Two Part Webinar, or a First Time Home Buying Self-Paced Course will be rewarded with a $500 coupon which can be applied to your closing costs on a BECU home loan. Limit one coupon per loan.


At this time, in-person seminars are available in Western Washington.

Register now for this seminar

Webinar

First Time Homebuyer - Part One

Part one of our First Time Homebuyer course is designed to help you become a more informed homebuyer. Topics include: How to prepare your credit, maintain a budget, and how to apply for a mortgage.


First time homebuyers who have attended a Live Seminar, Two Part Webinar, or a First Time Home Buying Self-Paced Course will be rewarded with a $500 coupon which can be applied to your closing costs on a BECU home loan. Limit one coupon per loan.

Date Location Time Status Action
Nov 29 Online 4:00 PM - 5:00 PM OPEN Register
Dec 12 Online 7:00 PM - 8:00 PM OPEN Register

Webinar

First Time Homebuyer - Part Two

Part two of our First Time Homebuyer course covers helpful information such as: presenting your offer, the appraisal process, getting an inspection, and a timeline of events from offer to closing.


First time homebuyers who have attended a Live Seminar, Two Part Webinar, or a First Time Home Buying Self-Paced Course will be rewarded with a $500 coupon which can be applied to your closing costs on a BECU home loan. Limit one coupon per loan.

Date Location Time Status Action
Nov 30 Online 4:00 PM - 5:00 PM OPEN Register
Dec 13 Online 7:00 PM - 8:00 PM OPEN Register

In-Person Seminar

Retirement Investment Strategies-Managing Your Investments During Retirement

This seminar will help you understand some of the major financial decisions you'll be facing at retirement. You'll learn Sound strategies that may help you improve your financial situation to sustain the retirement lifestyle you've always dreamed of. This workshop will provide you guidelines for investing during retirement and how to plan ahead for income and taxes.


Investors should discuss tax-related strategies with a qualified tax advisor. There are risks associated with investing in securities markets including loss of principal. Financial Advisors do not provide tax or legal advice. To obtain guidance, please consult your personal tax or legal advisor. Mutual funds and variable annuities are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus, which contains this and other information about mutual fund or the variable annuity contract and the underlying investment options, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. Variable Annuities are suitable for long-term investing, such as retirement investing. Withdrawals prior to age 59 may be subject to tax penalties or surrender charges. Variable Annuities are subject to market risk and may lose value.


Financial Advisors are with Securities, 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 has a brokerage affiliate arrangement with LPL Financial. LPL Branch office located BECU, 12770 Gateway Drive, Tukwila, WA 98168. Investments are:
NOT NCUA INSURED
NOT CREDIT UNION GUARANTEED
NOT OBLIGATIONS OF BECU
MAY LOSE VALUE


BECU, BECU Investment Services and LPL are separate entities.


Saturday, December 9, 2017 from 10:00 am to 11:15 am PST
A seminar hosted by Tobias Shiner, BECU Investment Services

Check the background of investment professionals associated with this site on www.brokercheck.finra.org.

RSVP with link below. For questions, contact 206-439-5720  or financialplanning@becu.org.


Register now for this seminar

Webinar

How to Read Your Credit Report

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.

Date Location Time Status Action
Nov 28 Online 7:00 PM - 8:00 PM OPEN Register
Dec 19 Online 7:00 PM - 8:00 PM OPEN Register