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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

Simply Speaking - Long-term Care

This presentation will discuss what long-term care is, who needs it, and how to plan for it - all to help you decide whether you should incorporate long-term care protection into your retirement strategy and how much it can cost.


Note: There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes, insurance policies containing exclusions, limitations, reductions of benefits, and terms for keeping them in force. Your financial professional can provide you with costs and complete details. Distributions from fixed annuities and other products may be taxable, and if made prior to age 59 1/2, may also be subject to a 10% federal income tax penalty. Your financial professional can provide you details depending on your specific situation.


*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 are not registered broker/dealers and has a brokerage affiliated arrangement with LPL Financial.  BECU, BECU Investment Services and LPL Financial are separate entities. LPL Branch office located BECU, 12770 Gateway Drive, Tukwila, WA 98168. Investments are:
NOT NCUA INSURED
NOT CREDIT UNION GUARANTEED
NOT OBLIGATIONS OF BECU
MAY LOSE VALUE


Tuesday, August 22, 2017 from 5:45 pm to 7:30 pm PST
Wednesday, August 23, 2017 from 6:00 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
Aug 22 BECU 5:45 PM - 7:30 PM OPEN Register

Webinar

Women, Retirement, Confidence

You'll learn how to maintain your designed lifestyle in retirement, how to care for aging parents and taking control of your finances during transitions and how to plan for future generations. Related beneficiary and estate planning implications. Please join us for a Webinar hosted by Lorilee Wells, BECU Investment Services* designed to increase women's confidence in their retirement plan.


This seminar contains discussion of variable annuities. Variable Annuities are suitable for long-term investing, such as retirement investing. Withdrawals prior to age 59 may be subject to tax penalties and surrender charges may apply. Variable annuities are subject to market risk and may lose value. This seminar contains discussion of mutual funds. Investing in mutual funds involves risk, including loss of principal.


*Financial Advisors are registered with, Securities, Advisory Services offered through LPL Financial, Member FINRA/SIPC. Insurance products are offered through LPL Financial or it's licensed affiliates. BECU and BECU Investment Services is not a registered broker/dealer and has a brokerage affiliate arrangement with LPL Financial. LPL Branch office located BECU, 12770 Gateway Drive, Tukwila, WA 98168. 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.


Thursday, October 12, 2017 from 4:00 pm to 6:00 pm PST
Click here to RSVP and receive webinar instructions. For questions, contact 206-439-5720  or financialplanning@becu.org.


Webinar

21st Century Retirement - Strategies for Managing Retirement Income

Please join us for a webinar hosted by Lorilee Wells, BECU Investment Services*. The new realities of the 21st century require us all to think and prepare differently for what could be a 30-year retirement. This free webinar details about the "new" risks to retirement income and you'll learn critical strategies to help ensure you won't outlive your assets.


To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.


No strategy assures success or protects against loss. 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. 


*Financial Advisors are registered with, Securities, Advisory Services offered through LPL Financial, Member FINRA/SIPC. Insurance products are offered through LPL Financial or it's licensed affiliates. BECU and BECU Investment Services is not a registered broker/dealer and has a brokerage affiliate arrangement with LPL Financial. LPL Branch office located BECU, 12770 Gateway Drive, Tukwila, WA 98168. 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.


Thursday, October 5, 2017 from 4:00 pm to 6:00 pm PST
Wednesday, October 25, 2017 from 6:00 pm to 8:00 pm PST
Click here to RSVP and receive webinar instructions. For questions, contact 206-439-5720  or financialplanning@becu.org.


In-Person Seminar

Calm, Cool and Invested - Staying on Track

Please join Michael Dukes, Financial Advisor* with a special guest speaker, Jason Piper of MFS Investments for this timely investment seminar. Join us for an informative workshop to find out how to create a financial plan based on your goals and stay on track with the help of a financial advisor. You will learn the common questions about investing: How much do I need? Is it too late to start investing? What if I pick the wrong investments? Do I know enough to make these important decisions on my own? Join us for a seminar on living the life you want.


Financial Advisors are with Securities, Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance Products offered through LPL Financial or its licensed affiliates.  LPL Branch office located BECU, 12770 Gateway Drive, Tukwila, WA 98168. 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, September 19, 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
Sep 19 BECU 5:45 PM - 7:30 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
Aug 8 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.

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 $500 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
Aug 12 Everett Financial Center 10:00 AM - 12:00 PM OPEN Register
Aug 15 Spokane Valley NFC 6:00 PM - 8:00 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 $500 coupon which can be applied to your closing costs on a BECU home loan. Limit one coupon per loan.

Date Location Time Status Action
Aug 16 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 $500 coupon which can be applied to your closing costs on a BECU home loan. Limit one coupon per loan.

Date Location Time Status Action
Aug 17 Online 7:00 PM - 8:00 PM OPEN Register

In-Person Seminar

Special Symposium on Retirement Concerns

Join Kevin Forman, Lincoln Financial, Ryan Rehberg, Rehberg Law, Mike Rackner and Mike Dukes, BECU Investment Services* to learn about Long-Term Care, Estate Planning, and retirement. You will learn:

  • Tips, tricks and tools for retirement planning
  • Retirement strategies
  • How to ensure your assets are protected with no surprises using Estate Planning
  • IRA, 401k, VIP, 403(b) options
  • Identifying the value of Long-Term Care Insurance (LTC)
  • Understanding the differences in LTC options
  • And more

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes, insurance policies contain exclusions, limitations, reductions of benefits, and terms for keeping them in force. Your financial professional can provide you with costs and complete details.

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 registed with, Securities, Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products are 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. LPL Branch office located BECU, 12770 Gateway Drive, Tukwila, WA 98168. 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 with no affiliation with Lincoln National or Rehberg Law.


Saturday, September 16, 2017 from 9:00 am to 1:00 pm PST

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


Date Location Time Status Action
Sep 16 BECU 9:00 AM - 1:00 PM OPEN Register

Webinar

Making Your Nest Egg Last - Strategies for Sustainable Income in Retirement

Are you investing enough wealth for retirement? Are you taking advantage of all your tax savings opportunities? In this seminar, you will learn that investing for retirement income is different than investing in anticipation of retirement. There are certain risks to keep in mind and prepare for as you approach and enter retirement. Learn the important guidelines about generating income during retirement that we can all benefit from knowing. Please join us for a webinar hosted by Lorilee Wells, BECU Investment Services*.


This seminar contains discussion of variable annuities. Variable annuities are suitable for long-term investing, such as retirement investing. Withdrawals prior to age 59 may be subject to tax penalties and surrender charges may apply. Variable Annuities are subject to market risk and may lose value. Riders are additional guarantee options that are available to an annuity or life insurance contract holder. While some riders are part of an existing contract, many others may carry additional fees, charges and restrictions. The policy holder should review their contract carefully before purchasing. Guarantees are based on the claims paying ability of the issuing insurance company.


Investing in mutual funds involves risk, including loss of principal. We suggest that you discuss your specific tax issues with a qualified tax advisor. Investors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. Please ask your investment representative for a prospectus and read carefully before investing. 


*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 are not registered broker/dealers and has a brokerage affiliated arrangement with LPL Financial. BECU, BECU Investment Services and LPL Financial are separate entities. LPL Branch office located BECU, 12770 Gateway Drive, Tukwila, WA 98168. 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.


Tuesday, October 19, 2017 from 6:00 pm to 8:00 pm PST
Click here to RSVP and receive webinar instructions. For questions, contact 206-439-5720 or financialplanning@becu.org

In-Person Seminar

Making Your Nest Egg Last - Strategies for Sustainable Income in Retirement

Are you investing enough wealth for retirement? Are you taking advantage of all your tax savings opportunities? In this seminar, you will learn that investing for retirement income is different than investing in anticipation of retirement. There are certain risks to keep in mind and prepare for as you approach and enter retirement. Learn the important guidelines about generating income during retirement that we can all benefit from knowing. Please join us for a seminar hosted by BECU Investment Services*.


This seminar contains discussion of variable annuities. Variable annuities are suitable for long-term investing, such as retirement investing. Withdrawals prior to age 59 may be subject to tax penalties and surrender charges may apply. Variable Annuities are subject to market risk and may lose value. Riders are additional guarantee options that are available to an annuity or life insurance contract holder. While some riders are part of an existing contract, many others may carry additional fees, charges and restrictions. The policy holder should review their contract carefully before purchasing. Guarantees are based on the claims paying ability of the issuing insurance company.


Investing in mutual funds involves risk, including loss of principal. We suggest that you discuss your specific tax issues with a qualified tax advisor. Investors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. Please ask your investment representative for a prospectus and read carefully before investing. 


*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 are not registered broker/dealers and has a brokerage affiliated arrangement with LPL Financial. BECU, BECU Investment Services and LPL Financial are separate entities. LPL Branch office located BECU, 12770 Gateway Drive, Tukwila, WA 98168. 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.


Tuesday, October 17, 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

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.


Financial Advisors do not provide tax or legal advice. To obtain guidance, please consult your personal tax or legal advisor. Mutual funds and 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 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. Variable Annuities are suitable for long-term investing, such as retirement investing. Withdrawals prior to age 59 may be subject to tax penalties or surrender charges. Variable Annuities are subject to market risk and may lose value.


Financial Advisors are with Securities, 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. LPL Branch office located BECU, 12770 Gateway Drive, Tukwila, WA 98168. 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.


Tuesday, November 7, 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
Nov 7 BECU 5:45 PM - 7:30 PM OPEN Register

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
NOT OBLIGATIONS OF BECU
MAY LOSE VALUE


BECU, BECU Investment Services and LPL are separate entities and has no affiliation with Social Security Administration.


*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, August 15, 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