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Free Seminars & Webinars

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Webinar

10 Tips to Reduce Debt

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

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Webinar

Better Budgeting

Do you want to fine tune your spending, reduce your debt or save more money? This seminar teaches principles, practices and skills of good money management that will make your financial life easier and help you reach your goals. Come and learn how to create your personalized spending plan.

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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.

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In-Person Seminar

First Time Home Buyer

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.

Register now for this seminar

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Webinar

First Time Home Buyer - Part One

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

First time homebuyers who have attended a Live Seminar, Two Part Webinar, or a First Time Home Buying Self-Paced Course will be rewarded with a $250 coupon* which can be applied to your closing costs on a BECU home loan. Limit one coupon per loan.

*$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.

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Webinar

First Time Home Buyer - Part Two

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

First time homebuyers who have attended a Live Seminar, Two Part Webinar, or a First Time Home Buying Self-Paced Course will be rewarded with a $250 coupon* which can be applied to your closing costs on a BECU home loan. Limit one coupon per loan.

*$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.

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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.

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In-Person Seminar

Education Savings and Budgeting Seminar

A seminar presented by Amy Fink, CRPS®, BECU Investment Services with special guest Stacey Black, BECU Financial Educator with BECU Credit Union.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Date

Saturday, December 14, 2019
10:00am - 12:00pm

Location

BECU Eastside Financial Services Center
13000 NE 20th Street
Bellevue, WA 98005

Reserve Seats

Register by contacting us at 206-439-5720 or investmentservices@becu.org or Amy Fink at 425-609-5463 or amy.fink@becu.org.

Description

You have important decisions to make when preparing for College costs. The goal is to help you understand your options and help you feel confident about choosing an effective plan. The following topics will be discussed:

  • An overview of College costs and how they affect financial planning for students and their families.
  • Education saving and investment options: different account types, pros and cons, helping to find the right combination for your situation.
  • A discussion on ways students can develop better money habits and build a stronger financial foundation during their college years.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.

Stacey Black with BECU Credit Union, BECU Investment Services and LPL Financial are not affiliated.

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.

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

The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business with residents of all 50 states.

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In-Person Seminar

Introduction to Investing

A seminar presented by Amy Fink, CRPS®and Nancy Tran, BECU Investment Services.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Date

Tuesday December 3rd 2019
5:30pm to 6:30pm

Location

Tukwila Financial Center
2nd Floor, Room 210
12770 Gateway Drive
Tukwila, WA 98168

Reserve Seats

Register by contacting us at 206-439-5720 or investmentservices@becu.org.

Description

Getting Started - An Introduction to Investing Seminar

Why do people invest?  Maybe they invest for a rainy day, or a brighter future for their children, or for retirement? Whatever your reasons, this seminar will help get you started. You will learn how to potentially increase your net worth by setting goals, using various investments, and implementing different investment strategies.

  • The Basics of Investing
  • Wealth-Building Tools
  • Setting Investment Goals
  • Types of Investments

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.

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 is not a registered broker/dealer and is not affiliated  with LPL Financial.

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

The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business with residents of all 50 states.

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In-Person Seminar

Preparing for Retirement - Are You Ready?

A seminars hosted by Mike Rackner, Financial Advisor, LPL Financial and Tobias Shiner, Financial Advisor, LPL Financial.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Dates

Tuesday, January 28th, 2020
5:30pm to 7:00pm
Hosted by Mike Rackner

Tuesday, February 18th, 2020
5:30pm to 7:00pm
Hosted by Mike Rackner

Saturday, February 29th, 2020
10:00am to 11:00am
Hosted by Tobias Shiner

Location

BECU Tukwila Financial Center
Floor 2, Room 210
12770 Gateway Drive
Tukwila, WA 98168

Reserve Seats

Register by contacting us at 206-439-5720 or investmentservices@becu.org.

Description

You've worked hard and made the right decisions about saving for the future. Now make sure you've got everything covered to help you retire comfortably and be sure your savings will last. In Preparing for Retirement webinar, you'll get guidance from a financial professional on how to identify and secure your sources of retirement income, determine how much cash flow you'll need, and anticipate your future medical and income needs.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.

*BECU Investment Services and LPL Financial are not affiliated.

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.

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

The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business with residents of all 50 states.

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In-Person Seminar

Understanding Social Security Options

A seminar hosted by Michael Dukes, BECU Investment Services and Amy Fink, BECU Investment Services and presented by Dhamandeep Judge with Columbia Threadneedle Investments.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Date

Tuesday, February 11, 2020
5:45pm to 7:00pm

Location

BECU Tukwila Financial Center
Floor 2, Room 210
12770 Gateway Drive
Tukwila, WA 98168

Reserve Seats

Register by contacting us at 206-439-5720 or investmentservices@becu.org.

Description

  • Background of Social Security and important terms to understand
  • Changes to the Social Security system
  • Planning strategies to maximize Social Security income
  • Forecast the health and future look of the Social Security system

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.

*Dhamandeep Judge with Columbia Threadneedle Investments, BECU Investment Services and LPL Financial are not affiliated.

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.

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

The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business with residents of all 50 states.

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In-Person Seminar

Kids and Money - Skills for Surviving and Thriving Seminar

A seminar presented by Tobias Shiner, BECU Investment Services.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Date

Saturday, February 22, 2020
10:00am to 11:30am

Location

BECU Eastside Financial Center
13000 NE 20th Street
Bellevue, WA 98005

Reserve Seats

Questions? Contact 206-439-5720 or investmentservices@becu.org.

Description

We all want our kids to grow up financially secure. That's why teaching them about money starts at home. Learn what you should be discussing with your kids to give them the skills they need to prepare for their financial future.

In this Kids and Money workshop, you'll receive guidance on how to:

  • Spot opportunities for lessons in spending, saving and earning money
  • Talk to your kids about your family's money story
  • Crack the codes on how other parents have successfully taught their kids about financial decisions

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.

BECU Investment Services and LPL Financial are not affiliated.

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.

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

The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business with residents of all 50 states.

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In-Person Seminar

Medicare Made Clear

A seminar hosted by Mike Rackner, BECU Investment Services and presented by Jamiee Ryan with UnitedHealthcare*.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Date

Wednesday February 26, 2020
5:15pm to 6:45pm

Location

BECU Tukwila Financial Center
Floor 2, Room 210
12770 Gateway Drive
Tukwila, WA 98168

Reserve Seats

Register by contacting us at 206-439-5720 or investmentservices@becu.org.

Description

You have important decisions to make when you become eligible for Medicare. 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. The following will be discussed:

  • Medicare Overview
  • Coverage and Cost
  • Enrollment

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.

*Jamiee Ryan with UnitedHealthcare, BECU Investment Services and LPL Financial are not affiliated.

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.

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

The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business with residents of all 50 states.

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In-Person Seminar

Retirement Investment Strategies - Managing Your Investments During Retirement

A seminar hosted by Tobias Shiner, BECU Investment Services and Michael Dukes, BECU Investment Services.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Date

Tuesday, March 10, 2020
5:45pm to 7:00pm

Location

BECU Tukwila Financial Center
Floor 2, Room 210
12770 Gateway Drive
Tukwila, WA 98168

Reserve Seats

Register by contacting us at 206-439-5720 or investmentservices@becu.org.

Description

You've worked hard and made the right decisions about saving for the future. Now make sure you've got everything covered to help you retire comfortably and be sure your savings will last. In Preparing for Retirement webinar, you'll get guidance from a financial professional on how to identify and secure your sources of retirement income, determine how much cash flow you'll need, and anticipate your future medical and income needs.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.

*BECU Investment Services and LPL Financial are not affiliated.

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.

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

The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business with residents of all 50 states.