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Webinar
Introduction to Business: Key Considerations for Business Formation
Presented by Ventures and BECU Commercial and Business Services
The introductory quarterly webinar series, “Introduction to Business: Key Considerations for Business Formation,” will offer invaluable advice on starting a new business to aspiring and established entrepreneurs. Register today, as space is limited.
Joanna Mummert has been a Financial Coach for the past 20 years. She began supporting small business entrepreneurs in 2015 as an instructor for English and Spanish business courses offered through Ventures. Over the last couple of years, she has been providing additional support to Seattle area business owners recovering from the impact of the pandemic. Joanna is passionate about empowering local entrepreneurs with the tools they need for success.
Date
Tuesday, Mar. 14 20236 p.m. – 7 p.m. PT
Register
Webinar
First Time Home Buyer - Part One
Part one of this two-part series covers: How to prepare your credit, maintain a budget, and apply for a mortgage.
First time home buyers who have attended a live seminar or a two-part webinar will be rewarded with a $250 coupon* which can be applied to your closing costs on a BECU home loan. Limit one coupon per loan.
Dates
Wednesday, April 5
7 p.m.
Register
Wednesday, May 3
7 p.m.
Register
*$250 coupon will only be offered for first time home buyers who have attended a live seminar or a two-part webinar. Limit one coupon per loan. Loans are subject to credit approval and other underwriting criteria. Certain restrictions apply. Home Loan program rates, terms and conditions subject to change without notice. This special offer may be used only by the primary borrower and will be credited toward closing costs upon the completion of your new BECU home loan. This offer cannot be combined with any other offer, including the BECU First Time Home Buyer Grant Program, and is available only by presenting the coupon at the time of application for a new mortgage loan. This offer cannot be used in connection with any loan modification. Offer valid for new home loans that close within 120 days of course completion date. Good only for purchase of a first home. Home must be the primary residence of the borrower. Closing cost credit cannot exceed the amount of the closing costs charged.
Webinar
Preparing for Retirement Series: Seven Retirement Preparation Tips
Learn how to prepare for a successful retirement. Brought to you by BECU Investment Services Kyle Max, LPL Financial Advisor.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Date
Tuesday, April 18, 2023
4:00 p.m. - 5:00 p.m.
Register Here
Description
Learn steps you can take ten years prior to your retirement to help you prepare for the next stage in life. This webinar will explore essential topics including the following and more:
- Proper retirement timing
- Setting retirement goals
- Making the most of your nest egg
- Assessing your portfolio
This event is an event you wont want to miss. Sign up today, as space is limited.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationshipdisclosure.
Webinar
Preparing for Retirement Series: Social Security
A webinar series presented by BECU Investment Services Kyle Max, LPL Financial Advisor and Robert Van Riper with MFS Fund Distributors, Inc.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Date
Tuesday, April 25, 2023
4:00 p.m. - 5:00 p.m.
Register Here
Description
As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan.
Join Robert Van Riper with MFS Fund Distributors for an overview of:
- How retirement benefits are calculated
- Options for married couples and divorcees
- Taxes and your retirement plan
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Robert Van Riper and MFS Fund Distributors are not affiliated with or endorsed by LPL Financial and BECU Investment Services.
BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationshipdisclosure.
Webinar
Preparing for Retirement: Long Term Care; Perceptions, Realities and Steps You can Take to Prepare
A webinar series presented by BECU Investment Services Kyle Max, LPL Financial Advisor; and Patrick Scanlon, Global Atlantic Financial Group.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Date
Tuesday, May 9, 2023
4:00 p.m. - 5:00 p.m. PST
Register Here
Description
When planning for retirement, it's common to think about methods to preserve your assets from market volatility, taxes or inflation. It's also important to consider the potential effects that long-term care costs might have on you or a family member. Join us to learn how you can prepare.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Patrick Scanlon and Global Atlantic Financial Group are not affiliated with or endorsed by LPL Financial and BECU Investment Services.
BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationshipdisclosure.
Webinar
How to Talk to Your Parents About Their Finances
A webinar presented by BECU Investment Services and Amanda Chomyszak, CIMA® at New York Life Investments.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
If something happened to your parents, would you be able to step in and help them with their finances? Do you know where they bank, or how they pay their bills? Do they have wills? Have they named you power of attorney so you can manage their finances if they can't? You need answers to these questions and more before a crisis strikes. During this webinar, you'll learn how to have essential conversations with your parents about their finances.
Go to Webinar: How to Talk to Your Parents About Their Finances
Date recorded: November 17, 2022
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Amanda Chomyszak, CIMA® and New York Life Investments are not affiliated with or endorsed by LPL Financial and BECU Investment Services.
BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationshipdisclosure.
Webinar
First Time Home Buyer - Part Two
Part two of this two-part series covers: presenting your offer, the appraisal process, getting an inspection and a timeline of events from offer to closing.
First time home buyers who have attended a live seminar or a two-part webinar will be rewarded with a $250 coupon* which can be applied to your closing costs on a BECU home loan. Limit one coupon per loan.
Dates
Thursday, April 6
7 p.m.
Register
Thursday, May 4
7 p.m.
Register
*$250 coupon will only be offered for first time home buyers who have attended a live seminar or a two-part webinar. Limit one coupon per loan. Loans are subject to credit approval and other underwriting criteria. Certain restrictions apply. Home Loan program rates, terms and conditions subject to change without notice. This special offer may be used only by the primary borrower and will be credited toward closing costs upon the completion of your new BECU home loan. This offer cannot be combined with any other offer, including the BECU First-Time Home Buyer Grant Program, and is available only by presenting the coupon at the time of application for a new mortgage loan. This offer cannot be used in connection with any loan modification. Offer valid for new home loans that close within 120 days of course completion date. Good only for purchase of a first home. Home must be the primary residence of the borrower. Closing cost credit cannot exceed the amount of the closing costs charged.
Webinar
Tips - Teaching Kids Financial Responsibility
This webinar will help you teach your kids important financial tips to enhance their knowledge about financial responsibility from the importance of savings to smart shopping.
Date
Wednesday, April 12
7 p.m.
Register
Webinar
Transitioning to Adulthood: Advising Families with a Child with Disabilities as Their World Changes
Join BECU Trust Services as we host this webinar presented by Joshua Brothers, Attorney with Brothers & Henderson, P.S.
Description
Do you have a child or loved one with disabilities who is or will soon be 18 years old and transitioning into adulthood/out of school? Are you an adult with disabilities who wishes to retain some or all of your rights? Learn what you need to know and what tools are available.
Topics covered will include:
- Decision making and guardianship
- Public benefits for adults
- Estate planning issues for parents
- Special needs trusts
- ABLE Accounts
- Housing choices
- Education
- Employment
Go to Webinar: Transitioning to Adulthood: Advising Families with a Child with Disabilities as Their World Changes
Date Recorded: August 9, 2022
Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, and involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice, please consult your attorney and/or accountant. Any opinions expressed are those of the presenter and do not necessarily reflect the position of Members Trust Company.
Webinar
Estate Planning: What Everyone Needs To Know (Spanish)
This webinar is presented in Spanish: Join BECU Trust Services as we host this webinar presented by Walt Krueger and Jessica F. Kravitz, Attorneys with Krueger Beck Law.
Description
Creating or updating an estate plan is one of the most important things you can do for your loved ones. It's never too early to start planning, but it can be too late. In this webinar, Attorneys Walt Krueger and Jessica Kravitz will discuss the basics of estate planning and share insights on why a will is not the only way to prepare for your financial future. Key takeaways include:
- Elements that make up an Estate Plan
- Components of a Will and Power of Attorney and why they are important
- Common trust and the problems they solve
- What happens if you die without a plan in place
- Choosing wisely when selecting a trustee
This webinar will be presented in Spanish.
Go to Webinar: Estate Planning - What Everyone Needs to Know (Spanish)
Date Recorded: July 28, 2022
Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, and involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice, please consult your attorney and/or accountant. Any opinions expressed are those of the presenter and do not necessarily reflect the position of Members Trust Company.
Webinar
Duties and Responsibilities of a Trustee
Join BECU Trust Services to learn more about all of the duties and responsibilities of a trustee.
Description
Learn more about the duties and responsibilities of a trustee:
- Financial duties to the beneficiary
- Management of trust assets
- Trustee reporting
- Taxes and compliance
Go to Webinar: Duties and Responsibilities of a Trustee
Date Recorded: June 29, 2022
Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, and involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice, please consult your attorney and/or accountant. Any opinions expressed are those of the presenter and do not necessarily reflect the position of Members Trust Company.
Webinar
Estate Planning Basics for the LGBTQ Community
Join BECU Trust Services as we host this webinar presented by Kate Jones, JD, Law Offices of Kate Jones.
Description
Proper estate planning is vital for anyone who wishes to protect their assets and loved ones, especially for the LGBTQ+ community. Join us as we discuss estate planning basics, including essential estate planning documents for the LGBTQ+ community.
Go to Webinar: Estate Planning Basics for LGBTQ+ Community
Date Recorded: June 22, 2022
Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federall y insured, are not obligations of or guaranteed by the credit union or any affiliated entity, and involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice , please consult your attorney and/or accountant. Any opinions expressed are those of the presenter and do not necessarily reflect the position of Members Trust Company.
Webinar
Life Essentials: Determining Your Loved One's Needs
Join BECU Trust Services as we host this webinar presented by Jenifer Nazarowski, LICSW, CMC with Villageplan.
Description:
Are you noticing changes in your aging loved one? As human beings, we are made up of a complex web of needs (social, emotional, physical, mental, spiritual etc.) In order to maintain a high quality of life and age in place, we must continually re-evaluate those needs and how they are being met. Life Essentials will help you understand what you should be looking for in the day-to-day functioning of your aging loved one, red flags that may indicate it is time to seek help and where to find that professional help.
Go to Webinar: Life Essentials: Determining Your Loved One's Needs
Date Recorded: April, 28, 2022
Webinar
The Fragile Decade: Transition to Retirement
A webinar presented by BECU Investment Services with Patrick Scanlon, Vice President Global Atlantic Consulting.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
Retirement is one of the biggest transitions a person will experience. The fragile decade that occurs before and after retirement is a time where people may feel the most financially and emotionally fragile.
Retirement consists of many stages: anticipation, ending, passage and the new normal. This webinar is designed to help you prepare for one on the biggest transitions in your life. Join us as we'll walk you through the “Five Years to Go Blueprint” and the “Next Five Years Checklist.”
Go to Webinar: The Fragile Decade: Transition to Retirement
Date Recorded: June 23, 2022
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Patrick Scanlon and Global Atlantic Financial Group are not affiliated with or endorsed by LPL Financial and BECU Investment Services.
BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:
Your Credit Union (“ Financial Institution ”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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 debt and pay it off.
Dates
Tuesday, May 30, 2023
7 p.m.
Register
Webinar
5 Ways Technology Will Change How You Age
A webinar presented by BECU Investment Services and Kent Gorman and Joe McIntyre of Hartford Funds
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
Retirement for this generation will look nothing like the ones that came before it. With these technological advancements and innovations, a majority of which are already available and accessible, many aging Americans can live independently, in their own homes, for many more years. With these considerations in mind, it's critical to decide whether you're going to engage in this on-demand, digital economy. This webinar will help to become more familiar with what's available, the more comfortable you'll be integrating this new technology into your, or your loved ones, life as retirement begins.
Go to webinar: 5 Ways Technology Will Change How You Age
Date recorded: February 4, 2021
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Webinar
Aligning Your Retirement Assets and Your Estate Plan
Presented By: BECU Trust Services
Description
This presentation will focus on incorporating IRA assets into an estate plan for protection during incapacity and for beneficiaries. We will discuss combining the tax benefits of an IRA with the flexibility, protections and control of a trust.
Go to Webinar: Aligning Your Retirement Assets and Your Estate Plan
Date recorded: May 5, 2021
Webinar
Better Budgeting
Do you want to fine tune your spending, reduce your debt, or save more money? This webinar 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
Tuesday, May 16, 2023
7 p.m.
Register
Webinar
Breaking the Ice: Difficult Family Conversations
Presented by: BECU Trust Services hosted this webinar presented by Jenifer Nazarowski, LICSW, CMC with Villageplan
Description
The term “Sandwich Generation” describes a cohort of adults who are raising children while caring for their own aging parents. This webinar guides viewers through challenging conversations about family dynamics and communication in a “Sandwich Generation” environment. Whether you're planning in advance for future eldercare needs or currently managing family challenges, this presentation will help improve listening and communication skills to create a more positive outcome for all family members involved.
Go to Webinar: Breaking the Ice: Difficult Family Conversations
Date Recorded: Tuesday, August 24, 2021
Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.
Webinar
Budgeting Tips Tricks and Tools
This webinar will give you an overview of various approaches to budgeting, including BECU's Money Manager tool. We'll also discuss best practices and how to make your money work for you. You'll have the opportunity to follow along using your Money Manager tool on your phone or on your computer.
Date
Wednesday, April 26, 2023
7 p.m.
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
Tuesday, April 18
7 p.m.
Register
Webinar
Estate Planning: What Everyone Needs To Know
Presented By: BECU Trust Services Senior Trust Officer, Rachelle Czaplinski, and VP & Senior Trust Officer, Linda Davenport
Description
Creating or updating an estate plan is one of the most important things you can do for your loved ones. It's never too early to start planning, but it can be too late. In this webinar, Rachelle Czaplinski and Linda Davenport, will discuss the basics of estate planning and share insights on why a will is not the only way to prepare for your financial future. Key takeaways include:
- Who needs a trust and why
- Common trusts and the problems they solve
- What happens if you die without a plan in place
- Choosing wisely when selecting a trustee
Go to Webinar: Estate Planning: What Everyone Needs To Know
Date Recorded: September, 3, 2020
In-Person Seminar
First Time Home Buyer 101
Presented by: BECU
Dates and Locations
Multiple dates and locations are available for this seminar. Select the Register link below.
Description
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 $250 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.
*$250 coupon will only be offered for first time home buyers who have attended a Live Seminar, Two Part Webinar, or a First Time Home Buying Self-Paced Course. Limit one coupon per loan. Loans are subject to credit approval and other underwriting criteria. Certain restrictions apply. Home Loan program rates, terms and conditions subject to change without notice. This special offer may be used only by the primary borrower and will be credited toward closing costs upon the completion of your new BECU home loan. This offer cannot be combined with any other offer, including the BECU First-Time Home Buyer Grant Program, and is available only by presenting the coupon at the time of application for a new mortgage loan. This offer cannot be used in connection with any loan modification. Offer valid for new home loans that close within 120 days of course completion date. Good only for purchase of a first home. Home must be the primary residence of the borrower. Closing cost credit cannot exceed the amount of the closing costs charged.
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.
Coming Soon
Webinar
Introduction to Investing: Student of the Market
A webinar presented by BECU Investment Services and MFS Investment Management
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
Join us for a webinar that will tackle common investing and financial terms, explain basic investment concepts, and describe different investment types in detail. Learn how to potentially increase your net worth by setting goals, using various investments, and implementing different investment strategies.
Go to webinar: Introduction to Investing: Student of the Market
Date recorded: December 9, 2021
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Jason Piper and MFS Investments are not affiliated with or endorsed by LPL Financial and BECU Investment Services.
BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Webinar
Legacy Planning: Avoiding the 4 Common Pitfalls That Cause Family Tension
A webinar presented by BECU Investment Services and Susan Kay, MFS Investment Management
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
Family wealth transfer is not just about getting financial assets to the next generation. It is also about how to pass on what we think is important AND how to avoid damaging our children's relationships with each other. What kinds of ideas and tools are available to help you, so that your family has significantly more success in seeing the estate you've worked so hard to build serve your family well and hopefully last through more than one generation? Join Susan Kay Vice President, Business Development Consultant, MFS Investment Management to discuss Legacy Planning: Avoiding the 4 Common Pitfalls that Cause Family Tension.
Go to webinar: Legacy Planning Avoiding the 4 Common Pitfalls that Cause Family Tension
Date recorded: May 20, 2021
BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Susan Kay and MFS are not affiliated with BECU Investment Services or LPL Financial.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. A Roth IRA offers tax deferral on any earnings in the account.
Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Webinar
Managing Your Finances During a Crisis
Presented by: Stacey Black, BECU Financial Educator
Description
This is an informative video that covers tips for managing your finances during a crisis. In this video we will discuss creating an emergency budget, things to avoid when budgeting, knowing additional resources to assist in making a budget and, how to create a plan to protect your finances in the future.
Watch the video
Date recorded: April 7, 2020
Webinar
Protecting Yourself Against Fraud
In today's high-speed world it is important that we be vigilant in our fight against fraud. Sometimes it can feel overwhelming to know how to protect oneself with so many different types of scams trying to take your money. In this webinar you will learn how to spot the most common scams trending, learn what happens when you fall for a scam, understand how you can avoid being a victim of fraud and learn how to report fraud
Date
Wednesday, March 29, 2023
7 pm
Register
Webinar
Special Edition Market Outlook 2022
A webinar presented by Burt White, Managing Director and Chief Investment Officer, LPL Financial, BECU Investment Services.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
Stay on top of the changing markets. In this one-hour webinar Burt White, Chief Investment Officer at LPL Financial, will dive deep into the latest perspectives on today's global economy. Explore insights around financial markets, inflation, interest rates, policy actions and geopolitical impacts.
Go to Webinar: Special Edition Market Outlook 2022
Date Recorded: January 20, 2022
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Webinar
The Biden Tax Plan: What Does It Mean to You?
Presented by: BECU Investment Services and Russell Investments.
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Description
Throughout the year, the Biden administration has been developing tax proposals. Frank Pape, CFA®, CFP senior director, portfolio consulting with Russell Investments will explain these proposals and help taxpayers understand their impact along with an overview of capital markets.
Go to Webinar: The Biden Tax Plan: What Does it Mean to You?
Date recorded: November 18, 2021
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.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Webinar
The Home Stretch- Seven Things to do the Decade Before you Retire
A webinar presented by BECU Investment Services and Kyle Max
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
You've worked hard, saved money, and watched your investments grow. Now it's time to kick-start your retirement plan or keep the momentum going. Whether you are near retirement or recently retired, this webinar will help you plan for the many decisions required as you look ahead to the next phase of your life.
Go to webinar: The Home Stretch- Seven Things to do the Decade Before you Retire
Date recorded: N/A
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are: