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Free Seminars & Webinars

In-Person Seminar

Planning for Your Long-Term Care Needs

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

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

Financial Advisors are registered with 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 has a brokerage affiliate arrangement with LPL Financial. Investments are:

NOT NCUA 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.
BECU Investment Services Corporate Office located at 12770 Gateway Dr., Tukwila, WA 98168. BECU, BECU Investment Services and LPL are separate entities.

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

Tuesday, September 11, 2018 from 5:45 pm to 7:00 pm PST
RSVP with link below. For questions, contact 206-439-5720 or email financialplanning@becu.org.

Register now for this seminar

Webinar

10 Tips to Reduce Debt

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

Date Location Time Status Action
Sep 18 Online 7:00 PM - 8:00 PM OPEN Register
Nov 7 Online 7:00 PM - 8:00 PM OPEN Register
Nov 27 Online 7:00 PM - 8:00 PM OPEN Register

Webinar

21st Century Retirement - Strategies for Managing Retirement Income

In this webinar, learn about the new realities of the 21st century that require you to think and prepare differently from what could be a 30-year retirement. Learn the critical strategies to help ensure you won't outlive your assets.

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

Financial Advisors are registered with 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 has a brokerage affiliate arrangement with LPL Financial. Investments are:

NOT NCUA INSURED

NOT CREDIT UNION GUARANTEED

NOT OBLIGATIONS OF BECU

MAY LOSE VALUE


BECU, BECU Investment Services and LPL are separate entities.

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

Thursday, October 11, 2018 from 5:00 pm to 6:00 pm PST
Thursday, October 25, 2018 from 5:00 pm to 6:00 pm PST

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

Webinar

Empower Female Investors

Nearly 1.3 billion women worldwide participate in the workforce and another billion are forecast to enter the global economy in the coming decade. While women control over $20 trillion of global consumer spending, studies have shown they often lack confidence when it comes to investing. To help address this issue, Goldman Sachs offers the "EMPOWER the Female Investor Suite", a comprehensive seminar and workshop that seeks to help women gain confidence and take control of their finances.

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

Financial Advisors are registered with 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 has a brokerage affiliate arrangement with LPL Financial. Investments are:

NOT NCUA INSURED

NOT CREDIT UNION GUARANTEED

NOT OBLIGATIONS OF BECU

MAY LOSE VALUE


BECU, BECU Investment Services and LPL are separate entities.

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

Thursday, October 18, 2018 from 5:00 pm to 6:00 pm PST
Tuesday, October 30, 2018 from 5:00 pm to 6:00 pm PST

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

Webinar

Better Budgeting

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

Date Location Time Status Action
Oct 25 Online 7:00 PM - 8:00 PM OPEN Register
Nov 1 Online 7:00 PM - 8:00 PM OPEN Register
Dec 4 Online 7:00 PM - 8:00 PM OPEN Register

Webinar

What to Consider When Starting a New Business

Thinking of starting a small business? This webinar will help you understand: what constitutes a marketable idea, what it takes to launch a business in today's world, the type of support you'll need to successfully operate your business, and other useful tips.

Webinar

Building Credit

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

Date Location Time Status Action
Sep 27 Online 7:00 PM - 8:00 PM OPEN Register
Oct 24 Online 7:00 PM - 8:00 PM OPEN Register
Nov 29 Online 7:00 PM - 8:00 PM OPEN Register

Webinar

Car Buying Basics

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

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

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.

Date Location Time Status Action
Oct 17 Online 7:00 PM - 8:00 PM OPEN Register
Nov 14 Online 7:00 PM - 8:00 PM OPEN Register
Dec 12 Online 7:00 PM - 8:00 PM OPEN Register

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.

Date Location Time Status Action
Oct 18 Online 7:00 PM - 8:00 PM OPEN Register
Nov 15 Online 7:00 PM - 8:00 PM OPEN Register
Dec 13 Online 7:00 PM - 8:00 PM OPEN Register

In-Person Seminar

Plan Ahead - Estate Planning Basics

It is never too early to learn about getting your personal and financial affairs in order.  Incapacity or death can strike anyone at any time without warning.  The best time to plan always is NOW.  Education and preparation are vital for your peace of mind and your family's security.  The purposes of this seminar are to inform and, hopefully, to motivate constructive action.  At the end of our time together you will have a fundamental understanding of planning considerations and a framework for assessing your own planning needs.

We will provide an overview of basic planning concepts and tools, including the use of wills and trusts for handling your estate and planning for incapacity. Discussion will cover planning objectives, financial and healthcare powers of attorney, various ways of titling assets, beneficiary designations, estate administration (probate) issues, and the importance of keeping your plan up to date. There will be time for general questions.

BECU Trust Services is a trade name used by MEMBERS® Trust Company under license from BECU. Trust services are provided by MEMBERS® Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust products not federally insured, not subject to credit union or affiliate guarantee, and may lose value. This presentation is for informational purposes only and is not intended to provide specific legal or tax advice. For specific legal or tax advice, please consult with your attorney and/or accountant.

A seminar presentation hosted by BECU Trust Services & presented by Estate Planning Attorney, Richard Gifford

Saturday, November 3, 2018 from 10:00 am to 11:30 am PST
RSVP with link below. For questions, contact 206-812-5176 or email becutrust@becu.org.


Register now for this seminar

In-Person Seminar

Retirement Investment Strategies-Managing Your Investments During Retirement

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

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

Financial Advisors are registered with 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 has a brokerage affiliate arrangement with LPL Financial. Investments are:

NOT NCUA 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.

BECU Investment Services Corporate Office located at 12770 Gateway Dr., Tukwila, WA 98168. BECU, BECU Investment Services and LPL are separate entities.

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

Tuesday, October 16, 2018 from 5:45 pm to 7:15 pm PST
RSVP with link below. For questions, contact 206-439-5720 or financialplanning@becu.org.

Register now for this seminar

Webinar

How to Read Your Credit Report

Learn how to use free credit reports to learn what's behind your credit rating, how to correct misinformation, and prevent fraud and identity theft.

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

Webinar

10 Questions to Ask Your Financial Advisor

This interactive workshop is provided in conjunction with our community partner, Seattle Parks & Recreation. It's said that Americans spend more time shopping for a car than looking for a financial advisor. Scary! During this Q&A session, you will be able to ask questions to determine whether you feel you are getting the value you expect from your advisor.

Financial Advisors are registered with 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 has a brokerage affiliate arrangement with LPL Financial. Investments are:

NOT NCUA 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.

BECU Investment Services Corporate Office located at 12770 Gateway Dr., Tukwila, WA 98168. BECU, BECU Investment Services and LPL are separate entities.

To register, call or visit one of the following Seattle Parks & Recreation locations:

High Point Community Center | 6920 34th Ave SW Seattle, WA 98126 | 206-684-7422

Tuesday, October 9, 2018 from 6:00 pm to 7:00 pm PST
Wednesday, November 14, 2018 from 11:00 am to 12:00 pm PST
Tuesday, December 4, 2018 from 11:00 am to 12:00 pm PST

Delridge Community Center | 4501 Delridge Way SW Seattle, WA 98106 | 206-684-7423

Tuesday, November 20, 2018 from 6:00 pm to 7:00 pm PST

In-Person Seminar

Social Security Demystified

This interactive workshop is provided in conjunction with our community partner, Seattle Parks & Recreation. Learn about all the choices for filing and receiving your Social Security Benefits, including tax considerations, how social security dovetails with retirement earnings, how and when to apply for Medicare, and more.

Financial Advisors are registered with 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 has a brokerage affiliate arrangement with LPL Financial. Investments are:

NOT NCUA 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.

BECU Investment Services Corporate Office located at 12770 Gateway Dr., Tukwila, WA 98168. BECU, BECU Investment Services and LPL are separate entities.

To register, call or visit one of the following Seattle Parks & Recreation locations:

High Point Community Center | 6920 34th Ave SW Seattle, WA 98126 | 206-684-7422
Tuesday, October 23, 2018 from 6:00 pm to 7:00 pm PST
Wednesday, November 14, 2018 from 11:00 am to 12:00 pm PST
Tuesday, December 4, 2018 from 6:00 pm to 7:00 pm PST

Delridge Community Center | 4501 Delridge Way SW Seattle, WA 98106 | 206-684-7423
Tuesday, November 27, 2018 from 11:00 am to 12:00 pm PST

Register now for this seminar

Webinar

10 Most Important Retirement Questions

This interactive workshop is provided in conjunction with our community partner, Seattle Parks & Recreation. Whether you are planning your retirement, nearing retirement, or are already retired, learn the answers you need to know to the most common question.

Financial Advisors are registered with 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 has a brokerage affiliate arrangement with LPL Financial. Investments are:

NOT NCUA 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.BECU Investment Services Corporate Office located at 12770 Gateway Dr., Tukwila, WA 98168. BECU, BECU Investment Services and LPL are separate entities.

To register, call or visit one of the following Seattle Parks & Recreation locations:

High Point Community Center | 6920 34th Ave SW Seattle, WA 98126 | 206-684-7422
Tuesday, October 9, 2018 from 6:00 pm to 7:00 pm PST
Wednesday, November 14, 2018 from 11:00 am to 12:00 pm PST
Tuesday, November 20, 2018 from 6:00 pm to 7:00 pm PST

Delridge Community Center | 4501 Delridge Way SW Seattle, WA 98106 | 206-684-7423
Tuesday, December 4, 2018 from 11:00 am to 12:00 pm PST

Webinar

Understanding Your Social Security Options

Learn about the background, important terms to understand and changes to the Social Security system. In this webinar, you will be able to strategically forecast the health and future look of the system so you can maximize your Social Security income.

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

Financial Advisors are registered with 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 has a brokerage affiliate arrangement with LPL Financial. Investments are:

NOT NCUA 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.

BECU Investment Services Corporate Office located at 12770 Gateway Dr., Tukwila, WA 98168. BECU, BECU Investment Services and LPL are separate entities.

Check the background of investment professionals associated with this site on http://brokercheck.finra.org.

Wednesday, November 14, 2018 from 5:45 pm to 7:00 pm PST
A Webinar presentation hosted by Jaime Suarez, BECU Investment Services
Tuesday, November 20, 2018 from 5:45 pm to 7:00 pm PST
A Webinar presentation hosted by Michael Dukes, BECU Investment Services

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