Back

Free Seminars & Webinars

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.

Date Location Time Status Action
Jan 31 Online 7:00 PM - 8:00 PM OPEN Register

In-Person Seminar

Distribution Basics for Employer-Sponsored Retirement Plans

This seminar will help you review the tax considerations surrounding employer-sponsored retirement savings plans with your clients, look at specifics about each distribution method and the importance of using a financial or tax professional to help sort out the often complex rules regarding distributions.


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 Mike Rackner, BECU Investment Services
Check the background of investment professionals associated with this site on http://brokercheck.finra.org


Tuesday, January 23, 2018 from 5:30 pm to 7:00 pm PST
RSVP with link below. For questions, contact 206-439-5720 or financialplanning@becu.org.

Register now for this seminar

In-Person Seminar

361 Capital Long Short Funds Overview

Have you ever wondered how to reduce investment risk and still perform in the global markets? Global Long/Short Investing is one solution. Analytic Investors is widely recognized for innovative research, disciplined quantitative processes and sophisticated risk control techniques. Join us for this presentation and learn how Analytic Investors may benefit your portfolio.

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 Scott Rahn, BECU Investments Department and presented by David Reuth, 361 Capital
Check the background of investment professionals associated with this site on http://brokercheck.finra.org


Thursday, January 25, 2018 from 5:30 pm to 7:00 pm
RSVP with link below. For questions, contact 800-233-2328 ext. 5720 or financialplanning@becu.org.

Register now for this seminar

In-Person Seminar

Catalyst/Millburn Hedge Strategy Fund Overview

Learn how Milburn Ridgefield Corp. has been using managed futures since 1971 to create double digit returns. The Fund trades a diverse portfolio of global equity, currency, and interest rate instruments as well as future contracts on commodities in the energy, metal and agriculture sectors.

Financial Advisors are wiith 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 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 Scott Rahn, BECU Investments Department
Check the background of investment professionals associated with this site on http://brokercheck.finra.org


Monday, February 12, 2018 from 12:00 pm to 1:30 pm PST
RSVP with link below. For questions, contact 800-233-2328 ext. 5720 or financialplanning@becu.org.

Register now for this seminar

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
Feb 1 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
Jan 25 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
Jan 23 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
Feb 20 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
Feb 21 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. 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 hosted by Michael Dukes, BECU Investment Services Department
Check the background of investment professionals associated with this site on www.brokercheck.finra.org 


Tuesday, February 13, 2018 from 5:45 pm to 7:15 pm PST
RSVP with link below. For questions, contact 206-439-5720 or financialplanning@becu.org.

Register now for this seminar

In-Person Seminar

Social Security 101 Workshop

Everything you wanted to know about Social Security:

  • Retirement benefits and eligibility requirements
  • What early retirement does to your benefits
  • How to qualify for Disability, Survivor, and Spouse benefits
  • How to use your my Social Security online account and other online services
  • What is the future of Social Security?
  • Understand how to get the most from your benefit

Please Note – You should create your my Social Security Account before attending the class and printout your Social Security Statement.  Go to www.ssa.gov/myaccount.


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. 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 and has no affiliation with Social Security Administration


A seminar hosted by Mike Rackner, BECU and presented by Kirk Larson, Western Washington Public Affairs Specialist for the Social Security Administration
Kirk has worked with the agency for over 20 years in both technical and supervisory roles. Kirk has presented Social Security information in both the Seattle and San Francisco Regions. He has had several articles published, and has appeared on TV and radio shows to discuss Social Security issues.


Kirk Larson is not affiliated with LPL Financial, BECU Investment Services or BECU


Tuesday, May 1, 2018 from 4:00 pm to 5:30 pm PST
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
Feb 28 Online 7:00 PM - 8:00 PM OPEN Register