Free Seminars & Webinars
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Webinar
Bookkeeping 101
Presented by BECU Business Services and Business Impact NW
Date
Thursday, May 22, 2025
6:00 p.m. – 7:00 p.m.
Register
Description
Understand the basics of accounting and a functional bookkeeping system to track the money going in and out of your business.
- What is accounting/bookkeeping
- Why is it important
- Basic concepts
Webinar
Contabilidad Práctica
Presentado por BECU Business Services y Business Impact NW
Fecha
Jueves 29 de mayo
6 p.m. - 7:30 p.m.
Regístrese Aquí
Descripción
Contabilidad Práctica: Entiende las Finanzas de tu Empresa
Este taller está diseñado para ayudarte a entender los conceptos básicos de contabilidad y mejorar la gestión financiera de tu negocio. Aprenderás herramientas esenciales y recursos prácticos que podrás aplicar de inmediato, sin necesidad de experiencia previa en contabilidad.
Webinar
Accessing Capital for Your Business
Presented by BECU Business Services and Business Impact NW
Date
Tuesday, August 12, 2025
6:00 p.m. – 7:00 p.m.
Register
Description
All businesses need capital. Understand what it is and how to access it.
- Need, purpose and use
- Types of funding for each stage
- How to prepare
- What lenders look for
Webinar
Language of Business: Finances
Presented by BECU Business Services and Business Impact NW
Date
Wednesday, November 12, 2025
6:00 p.m. – 7:00 p.m.
Register
Description
Your finances tell the story of the financial health of your business. Understand this year's numbers and plan for next year.
- Review (and understand) financial performance
- Build a budget and forecast for 2026
- Prepare for taxes
In-Person Seminar
Simplify the Homebuying Process
Dates and Locations
Saturday, May 17, 2025
10:00 a.m. - 12:00 p.m.
Register
Location
Reality One Group Orca
9317 State Ave Suite F
Marysville, WA 98270
Presented by: Joe Hattendorf, BECU Mortgage Advisor (MLO# 517664)
Saturday, May 17, 2025
10:00 a.m. - 12:00 p.m.
Register
Location
Manette Real Estate Co.
1104 Pitt Ave.
Bremerton, WA 98310
Presented by: Bethany Hawkins, BECU Mortgage Advisor (MLO# 517666)
Saturday, May 17, 2025
1:30 p.m. - 3:30 p.m.
Register
Location
BECU Ballinger
20011 Ballinger Way NE
Shoreline, WA 98155
Presented by: Iain Mourer, BECU Mortgage Advisor (MLO# 1259441)
Saturday, May 17, 2025
2:00 p.m. - 4:00 p.m.
Register
Location
BECU Pierce County Financial Center
3408 South 23rd Street
Tacoma, WA 98405
Presented by: Tina Horne-Gomez, BECU Mortgage Advisor (MLO# 492004)
Saturday, May 31, 2025
10:00 a.m. - 12:00 p.m.
Register
Location
BECU Tukwila
12770 Gateway Drive
Tukwila, WA 98168
Presented by: Carla Kneadler, BECU Mortgage Advisor (MLO# 446112)
Saturday, May 31, 2025
11:00 a.m. - 1:00 p.m.
Register
Location
Windermere Bellevue West
150 120th Ave NE F200
Bellevue, WA 98005
Presented by: Gregory Phillips, BECU Mortgage Advisor (MLO# 711149)
Saturday, May 31, 2025
1:30 p.m. - 3:30 p.m.
Register
Location
BECU Ballinger
20011 Ballinger Way NE
Shoreline, WA 98155
Presented by: Iain Mourer, BECU Mortgage Advisor (MLO# 1259441)
Saturday, June 7, 2025
10:00 a.m. - 12:00 p.m.
Register
Location
The Cove
510 S. Clearwater Loop Suite 100
Post Falls, ID 83854
Presented by: Jessica Lennon, BECU Mortgage Advisor (MLO# 1300757)
Saturday, June 7, 2025
10:00 a.m. - 12:30 p.m.
Register
Location
Manette Real Estate Co.
1104 Pitt Ave.
Bremerton, WA 98310
Presented by: Bethany Hawkins, BECU Mortgage Advisor (MLO# 517666)
Saturday, June 12, 2025
6:00 p.m. - 8:00 p.m.
Register
Location
BECU Wallingford
4319 Stone Way N
Seattle, WA 98103
Presented by: Walter Weaver, BECU Mortgage Advisor (MLO# 571007)
Saturday, June 14, 2025
10:00 a.m. - 12:00 p.m.
Register
Location
BECU Hawks Prairie
1320 Marvin Rd NW, Suite C
Lacey, WA 98516
Presented by: Bethany Hawkins, BECU Mortgage Advisor (MLO# 517666)
Saturday, June 14, 2025
1:30 p.m. - 3:30 p.m.
Register
Location
BECU Ballinger
20011 Ballinger Way NE
Shoreline, WA 98155
Presented by: Iain Mourer, BECU Mortgage Advisor (MLO# 1259441)
Saturday, June 21, 2025
10:00 a.m. - 12:00 p.m.
Register
Location
BECU Tukwila
12770 Gateway Drive
Tukwila, WA 98168
Presented by: Carla Kneadler, BECU Mortgage Advisor (MLO# 446112)
Saturday, June 21, 2025
1:30 p.m. - 3:30 p.m.
Register
Location
BECU Ballinger
20011 Ballinger Way NE
Shoreline, WA 98155
Presented by: Iain Mourer, BECU Mortgage Advisor (MLO# 1259441)
Saturday, June 28, 2025
10:00 a.m. - 12:00 p.m.
Register
Location
Reality One Group Orca
9317 State Ave Suite F
Marysville, WA 98270
Presented by: Joe Hattendorf, BECU Mortgage Advisor (MLO# 517664)
Saturday, June 28, 2025
1:00 p.m. - 3:00 p.m.
Register
Location
BECU Wallingford
4319 Stone Way N
Seattle, WA 98103
Presented by: Walter Weaver, BECU Mortgage Advisor (MLO# 571007)
Description
On the homebuying journey? We're here to help! We'll walk you through the steps of buying your dream home and a real estate agent will be present to answer questions about finding a home. This free homebuying class will share key resources and demonstrate how BECU can support you on the path to homeownership. Plus, attendees 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.
Learn about:
- BECU's First-time Homebuyer Grant.
- Avoiding common homebuying mistakes.
- Determining the best loan for your home purchase.
- Benefits of working with a local mortgage advisor.
Limited Seating. Register today!
*$250 coupon will only be offered for first time homebuyers who have attended an in-person class. This special offer may be used only by the primary borrower by presenting this coupon at the time of application for a new mortgage loan and will be credited toward closing costs upon their new BECU home loan's completion. This coupon may be combined with other offers, restrictions may apply. Speak to your Mortgage Advisor for details. This coupon cannot be turned into cash or cash-like funds, and the closing cost credit cannot exceed the amount of the closing costs charged. 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. One coupon per loan transaction.
Mortgage loans are subject to membership, credit approval, and other underwriting criteria; not every applicant will qualify. Certain restrictions apply. Home loan programs, terms, and conditions are subject to change without notice.
BECU does not have any exclusive arrangement between parties.
In-Person Seminar
Laying the Foundation: Custom Construction Workshop
Presented by: Loraine Martinez, BECU Mortgage Advisor (MLO# 693137)
Date
Tuesday, April 29, 2025
5:30 p.m. – 7:30 p.m.
Register
Location
Zee Design and Build
570 Kirkland Way, Suite 100
Kirkland, WA 98033
Description
Whether you're just starting to explore your options or ready to begin building, this workshop will equip you with the tools and knowledge to confidently navigate the custom construction process. Industry experts will be onsite to answer your questions.
Learn About:
- Choosing the perfect location and builder
- Selecting design features
- Creating a realistic budget
- Gathering the necessary loan and construction documents
- Benefits of the BECU custom construction program and more
Webinar
Debt Reduction Strategies
Date
Tuesday, May 6, 2025
7 p.m.
Register
Description
Want to gain actionable insights on conquering debt? We'll discuss practical tips and strategies to help create a debt payoff plan that motivates you to keep going.
Agenda:
- Debt payoff strategies
- How to stop creating new debt
- Ideas to increase income
In-Person Seminar
Fraud Detection and Prevention
Date
Thursday, July 31, 2025
2:30 p.m. - 3:30 p.m.
Register
Location
Shoreline-Lake Forest Park Senior Center
18560 1st Ave NE, Bldg G
Shoreline, WA 98155
Description
Want to spot the tactics used by fraudsters? We'll guide you through practical steps to safeguard yourself and your finances.
Agenda:
- Common scams
- The impact of fraud
- How to protect yourself
- How to report fraud
In-Person Seminar
Manage Your Money: A Practical Guide to Handling Your Finances
Date and Locations
Saturday, April 26, 2025
11:30 a.m. - 12:30 p.m.
Register
Location
Factoria Neighborhood Financial Center
3710 Factoria Boulevard Southeast #Suite E
Bellevue, WA 98006
Saturday, May 10, 2025
1:00 p.m. - 2:00 p.m.
Register
Location
White Center Neighborhood Financial Center
1515 SW 107th St Suite 100
Seattle, WA 98146
Description
Gain essential financial skills and take control of your money. Whether you're just starting out or need a refresher, this seminar covers key topics to help you build a solid financial foundation.
Agenda:
- What is a spending plan and why you should have one
- Money management strategies
- Creating a spending plan
- Budget busters and how to avoid them
Webinar
Simplify the Homebuying Process - Part One: Financing Your Home
Dates
Wednesday, April 23, 2025
7 p.m.
Register
Wednesday, May 21, 2025
7 p.m.
Register
Description
Are you on the homebuying journey? We're here to help!
In this session, we'll cover the financial aspects of buying a home with a guest presenter from our mortgage department.
Topics Include:
- The costs involved in purchasing a home
- Loan approval process
- Home loan options
Special Offer: First time homebuyer attendees will be rewarded with a $250 coupon* which can be applied to your closing costs on a BECU home loan.
*$250 coupon will only be offered for first time homebuyers who have attended a webinar. This special offer may be used only by the primary borrower by presenting this coupon at the time of application for a new mortgage loan and will be credited toward closing costs upon their new BECU home loan's completion. This coupon may be combined with other offers, restrictions may apply. Speak to your Mortgage Advisor for details. This coupon cannot be turned into cash or cash-like funds, and the closing cost credit cannot exceed the amount of the closing costs charged. 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. One coupon per loan transaction.
Mortgage loans are subject to membership, credit approval, and other underwriting criteria; not every applicant will qualify. Certain restrictions apply. Home loan programs, terms, and conditions are subject to change without notice.
In-Person Seminar
Understanding Credit Reports and Scores
Dates and Locations
Saturday, May 3, 2025
1:30 - 2:30 p.m.
Register
Location
Pierce County Financial Center
3408 S 23rd St
Tacoma, WA 98405
Tuesday, June 10, 2025
6:30 - 7:30 p.m.
Register
Location
BECU's White Center Neighborhood Financial Center
1515 SW 107th St Suite 100
Seattle, WA 98146
Description
In this seminar, we'll help demystify the world of credit reports and scores and discuss how they can impact your financial health.
Agenda:
- Anatomy of a credit report
- What's in a FICO score
- Monitoring reports and scores
- Tips for improving credit
In-Person Seminar
Preparing for Retirement: Seven Things To Do the Decade Before You Retire
An in-person seminar presented by Kyle Max, BECU Investment Services, LPL Financial Advisor
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Date
Wednesday, April 23, 2025
6:30 p.m. – 7:30 p.m.
Register
Location
BECU Ballinger
20011 Ballinger Way NE
Shoreline, WA 98155
Description
Join us in discussing the decade before you retire with Kyle Max, LPL Financial Advisor. In this seminar, we will review some of the following:
- Determining when the time is right.
- Taking aim at your retirement target.
- Maximizing your nest egg.
- Getting a portfolio checkup.
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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
In-Person Seminar
Preparing for Retirement: The ABC(D)s of Medicare
An in-person seminar presented by Rick Bechtel, Advisor and Licensed Agent with SimpliMedicare and moderated by Kyle Max, BECU Investment Services, LPL Financial Advisor.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Date
Wednesday, April 30, 2025
6:30 p.m. - 7:30 p.m.
Register
Location
BECU Ballinger
20011 Ballinger Way NE
Shoreline, WA 98155
Description
Learn the basics of Medicare with Rick Bechtel, Advisor & Licensed Agent with SimpliMedicare. In this seminar, we will review:
- The differences between Medicare parts A, B, C and D.
- Your Medicare options and how to choose the right coverage.
- Ways to avoid penalties and coverage gaps.
- Important enrollment deadlines you can't miss.
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.
Rick Bechtel and SimpliMedicare 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
In-Person Seminar
Preparing for Retirement: Clear the Air on Long-Term Care
A seminar series presented by BECU Investment Services Kyle Max, LPL Financial Advisor; and Jed Stott, Regional Vice President, Global Atlantic Financial Group.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Date
Wednesday, May 7, 2025
6:30 – 7:30 p.m.
Register
Location
BECU Ballinger
20011 Ballinger Way NE
Shoreline, WA 98155
Description
When planning for retirement, it's common to think how you might 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.
Jed Stott 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
Webinar
Preparing for Retirement: Understanding Your Social Security Options
A webinar series presented by BECU Investment Services Kyle Max, LPL Financial Advisor; and Dhamandeep S. Judge, Regional Advisor Consultant, Columbia Threadneedle Investments.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Date
Wednesday, May 14, 2025
1:00 – 2:00 p.m.
Register
Description
As you approach retirement, it is more important than ever to understand the role Social Security benefits can and should play in your overall retirement income plan.
Join Dhamandeep S. Judge with Columbia Threadneedle Investments 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.
Dhamandeep S. Judge and Columbia Threadneedle 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
Webinar
Medicare Made Clear
A webinar presented by BECU Investment Services Mike Rackner, LPL Financial Advisor; and Matthew Johnson, Insuring Washington.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Description
Medicare is changing in 2024, and we want to help you stay informed. Join our complimentary webinar to learn about what you can expect to pay for coverage, new resources to compare coverage options, and supplemental benefits offered from some Medicare Advantage plans. The goal is to help you understand your options and help you feel confident about choosing coverage based on your needs – when you first enroll and every year after.
Watch the webinar video: Medicare Made Clear
Date Recorded: Tuesday, September 10, 2024
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.
Matthew Johnson, Insuring Washington, and United HealthCare 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-relationship-disclosure.html.
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
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.
Description
As you approach retirement, it is more important now 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.
Watch the webinar video: Preparing for Retirement Series: Social Security
Date Recorded: Tuesday, April 25, 2023
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
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
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
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: June 9, 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:
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
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
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
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
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
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
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.
The information presented in the seminar is intended to provide generalized information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.
Webinar
Flex IRA Estate Planning for your Retirement Assets
Presented by: Carvell Taylor carvell.taylor@becu.org and Mike Teramoto michael.teramoto@becu.org.
Description
This presentation will focus on incorporating IRA assets into an estate plan for your protection in the event of a medical emergency, 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: FlexIRA Estate Planning for Your Retirement
Recorded: November, 15, 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
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
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.