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Free Seminars & Webinars

Webinar

10 Tips to Reduce Debt

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

In-Person Seminar

21st Century Retirement-Strategies for Managing Retirement Income

Learn about the new risks to retirement income. The new realities of the 21st century require you to think and prepare differently from what could be a 30-year retirement. The critical strategies in this seminar are designed to help ensure you won't outlive your assets.


Note: This is a hands-on working seminar. Be sure to bring a calculator and information about your budget, assets, and expenses.


Securities offered through LPL Financial, member FINRA/SIPC. 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. Insurance products offered through LPL Financial or its licensed affiliates. Investments are:
NOT NCUA INSURED
NOT CREDIT UNION GUARANTEED
NOT OBLIGATIONS OF BECU
MAY LOSE VALUE


BECU and BECU Investment Services are not a registered broker/dealer and has a brokerage affiliate arrangement with LPL Financial BECU, BECU Investment Services and LPL are separate entities.


Tuesday, March 21, 2017 from 5:45 pm to 7:30 pm PST
RSVP with link below. For questions, contact 206-439-5720 or financialplanning@becu.org

Register now for this seminar

In-Person Seminar

Getting the Most from Your Voluntary Investment Plan - VIP

This seminar will help you understand your Boeing VIP (Volunteer Investment Plan) Investments, Planning and Rollover options. You will learn about VIP Investment choices and sample portfolios, VIP options at retirement, and related beneficiary and estate planning implications.


Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance Products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services are not registered broker/dealers and has a brokerage affiliate arrangement with LPL Financial. These products are not obligations of BECU and are not endorsed, recommend or guaranteed by BECU or any government agency. Investments are:
NOT NCUA INSURED
NOT CREDIT UNION GUARANTEED
NOT OBLIGATIONS OF BECU
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.


Thursday, March 16, 2017 from 5:30 pm to 7:00 pm
RSVP below or call 206-439-5720

Date Location Time Status Action
Mar 16 BECU 5:30 PM - 7:00 PM OPEN Register

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
Mar 8 Online 7:00 PM - 8:00 PM OPEN Register
Apr 5 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
Mar 29 Online 7:00 PM - 8:00 PM OPEN Register

In-Person Seminar

First Time Homebuyer

Become a well-informed home buyer. This seminar covers it all: How to prepare your credit, develop a budget, and apply for a mortgage, as well as presenting your offer, the appraisal and inspection, and other useful tips.


First time homebuyers who have attended a Live Seminar, Two Part Webinar, or a First Time Home Buying Self-Paced Course will be rewarded with a $200 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.

Date Location Time Status Action
Feb 23 BECU 6:00 PM - 8:00 PM OPEN Register
Mar 8 Tukwila Financial Center, Tukwila, WA 6:00 PM - 8:00 PM OPEN Register
Apr 19 Eastside Financial Center 6:30 PM - 8:30 PM OPEN Register
May 20 Everett Financial Center 10:00 AM - 12:00 PM OPEN Register
Jun 7 Tukwila Financial Center, Tukwila, WA 6:00 PM - 8:00 PM OPEN Register
Jul 12 Eastside Financial Center 6:30 PM - 8:30 PM OPEN Register
Aug 12 Everett Financial Center 10:00 AM - 12:00 PM OPEN Register
Sep 13 Tukwila Financial Center, Tukwila, WA 6:00 PM - 8:00 PM OPEN Register
Oct 11 Eastside Financial Center 6:30 PM - 8:30 PM OPEN Register
Nov 18 Everett Financial Center 10:00 AM - 12:00 PM OPEN Register
Dec 6 Tukwila Financial Center, Tukwila, WA 6:00 PM - 8:00 PM OPEN Register

Webinar

First Time Homebuyer - Part One

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


First time homebuyers who have attended a Live Seminar, Two Part Webinar, or a First Time Home Buying Self-Paced Course will be rewarded with a $200 coupon which can be applied to your closing costs on a BECU home loan. Limit one coupon per loan.

Date Location Time Status Action
Mar 14 Online 7:00 PM - 8:00 PM OPEN Register

Webinar

First Time Homebuyer - Part Two

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


First time homebuyers who have attended a Live Seminar, Two Part Webinar, or a First Time Home Buying Self-Paced Course will be rewarded with a $200 coupon which can be applied to your closing costs on a BECU home loan. Limit one coupon per loan.

Date Location Time Status Action
Mar 15 Online 7:00 PM - 8:00 PM OPEN Register

In-Person Seminar

Income for Life

Will your savings last as long as you do? One of the top concerns of pre-retirees is that they will not have the money they need to enjoy a comfortable retirement. Fortunately, there are strategies that can help address your long-term income needs. Find out how an annuity could help you accumulate funds for retirement, manage taxes, fight the effects of inflation, and generate an income you can't outlive.


Generally, annuity contracts have fees and expenses, limitations, exclusions, holding periods, termination provisions, and terms for keeping them in force. Most annuities have surrender charges that are assessed if the contract owner surrenders the annuity. Withdrawals of annuity earnings are taxed as ordinary income. Withdrawals prior to age 59 1/2 may be subject to a 10% federal income tax penalty. Any guarantees are contingent on the claims-paying ability and financial strength of the issuing insurance company. 


Variable annuities are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about 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.


Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance Products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services are not registered broker/dealers and has a brokerage affiliated arrangement with LPL Financial.  BECU, BECU Investment Services and LPL Financial are separate entities. Investments are:
NOT NCUA INSURED
NOT CREDIT UNION GUARANTEED
NOT OBLIGATIONS OF BECU
MAY LOSE VALUE


Tuesday, June 13, 2017 from 5:45 pm to 7:30 pm PST
RSVP with link below. For questions, contact 206-439-5720 or financialplanning@becu.org

Date Location Time Status Action
Jun 13 BECU 5:45 PM - 7:30 PM OPEN Register

Webinar

Pathway to College - Financing College

In this webinar you will explore the different options available to pay for college, review available college loans, various interest accumulation methods, and pay-back options. You will also learn the basics of the FAFSA and where to find additional support in completing your application.

Webinar

Pathway to College - Managing Debt Accumulation

In this webinar you will learn how student debt accumulation affects your financial future and other life goals, how to budget to help limit student debt accumulation and spend and save money wisely, and explore options for paying a greater amount of education expenses while in school.

Webinar

Pathway to College - Career and Education

In this webinar you will identify skill sets and interests that further career objectives, explore the multiple positions available within a desired career, determine the education requirements necessary to obtain a desired position, research schools that specialize in programs that further career objectives and understand the favor given to a well-rounded job candidate (the importance of extracurricular activities, volunteerism, etc.).

Webinar

Pathway to College - Comparing Schools and Costs

In this webinar you will learn how to research average salaries based on education and specific career aspirations, learn the total cost of school and the difference between sticker price and net price, how to compare total post-secondary expenses versus out-of-school annual salary and calculate the return on investment.

In-Person Seminar

Retirement Investment Strategies-Managing Your Investments During Retirement

This seminar will help you understand some of the major financial decisions you may be facing at retirement. We will address some of the most commonly asked questions including: Will I be able to keep my standard of living? What is I invest too aggressively/conservatively? How much income do I need and how will I get it and what about taxes?


Investors should discuss tax-related strategies with a qualified tax advisor. There are risks associated with investing in securities markets including possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses.  Fund prospectuses contain this and other information about funds and may be obtained by asking your financial advisor.  Read prospectuses carefully before investing. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.  Insurance Products offered through LPL Financial or its licensed affiliates.  BECU and BECU Investment Services are not registered broker/dealers and has a brokerage affiliate arrangement with LPL Financial. These products are not obligations of BECU and are not endorsed, recommend or guaranteed by BECU or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.  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.


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


Upcoming seminars now through April 2017
RSVP with link below. For questions, contact 206-439-5720 or financialplanning@becu.org

Register now for this seminar

In-Person Seminar

Roadmap to Retirement-Mile Marker Conversations to Consider

For years, retirement planning focused on the accumulation of retirement assets - but that is only the beginning of the retirement journey. This roadmap introduces important conversations that investors should consider having with their financial professional. The retirement journey begins with saving for the future, and then travels through asset allocation, consolidation, protection and tax diversification, and finally drives to retirement income and wealth transfer. Having conversations about these topics throughout your retirement journey and at the appropriate “mile markers” we can help you travel safely to your retirement destination.


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 registered broker/dealers and has a brokerage affiliate arrangement with LPL Financial. Investments are: 

NOT NCUA/NCUSIF INSURED
NOT CREDIT UNION GUARANTEED
NOT OBLIGATIONS OF BECU
MAY LOSE VALUE


BECU, BECU Investment Services and LPL Financial are separate entities.


Tuesday, May 16, 2017 from 5:45 pm to 6:30 pm PST
RSVP with link below. For questions, contact 206-439-5720  or financialplanning@becu.org


Register now for this seminar

In-Person Seminar

Social Security 101 Workshop

Everything you wanted to know:

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

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


Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investments are:

NOT NCUA INSURED
NOT CREDIT UNION GUARANTEED
MAY LOSE VALUE


*A seminar presentation hosted by Kirk Larson, Western Washington Public Affairs Specialist for the Social Security Administration 

Kirk has worked with the agency for over 20 years in both technical and supervisory roles.  Kirk has presented Social Security information in both the Seattle and San Francisco Regions.  He has had several articles published, and has appeared on TV and radio shows to discuss Social Security issues. Kirk Larson is not affiliated with LPL Financial, BECU Investment Services or BECU.


Tuesday, February 28, 2017 from 4:00 pm to 5:30 pm PST
RSVP with link below. For questions,  contact 206-439-5720 or financialplanning@becu.org



Register now for this seminar

Webinar

How to Read Your Credit Report

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

Date Location Time Status Action
Feb 28 Online 7:00 PM - 8:00 PM OPEN Register
Apr 25 Online 7:00 PM - 8:00 PM OPEN Register