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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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In-Person Seminar

Social Security: With You Through Life's Journey…

A seminar hosted by Priscilla Suhre, BECU Investment Services and presented by Kirk Larson with the Social Security Administration.*

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

Date: Monday, August 12th 2019
Time: 4:30pm to 6:00pm

RESERVE YOUR SEAT(S) (limited) TODAY!
Register by contacting us at
206-439-5720 or investmentservices@becu.org.

Location:
Puyallup Library
324 S Meridian
Puyallup, WA 98371

  • 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.

*Speaker: Kirk Larson is the Western Washington Public Affairs Specialist for the Social Security Administration. He 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.

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

Kirk Larson with Social Security Administration, 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: Thursday, August 1st 2019
Time: 11:00am to 12:00pm

Date: Thursday October 3rd 2019
Time: 4:30pm to 5:30pm

RESERVE YOUR SEAT(S) (limited) TODAY!
Register by contacting us at
206-439-5720 or investmentservices@becu.org.

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

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

Understanding Social Security Options

A seminar hosted by 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, October 8th 2019
Time: 5:45pm to 7:00pm

RESERVE YOUR SEAT(S) (limited) TODAY!
Register by contacting us at
206-439-5720 or investmentservices@becu.org.

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

  • 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

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.

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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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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Webinar

Protection with Possibilities: Market-Linked Certificates of Deposit Webinar

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

Time: 12:00pm - 1:00pm
Date: Wednesday, August 7th 2019

RSVP today if you are interested in attending this webinar.
Contact: 206-439-5720 or email us at investmentservices@becu.org.

Location:
Webinar - Online

Presenter(s):
Ben Johnson, Vice President
Structured Products, First Trust

Hosted by Michael Dukes, Financial Advisor, LPL Financial

Have past losses made you cautious about taking on risk with your investments? Has this caution resulted in sitting on the sidelines while market volatility continues?

Are you concerned that your savings are not generating the returns you need to meet your financial goals?

If you are interested in protecting your future and capturing potential investment growth, then don't miss our educational session on Market-Linked Certificates of Deposit.

These unique solutions can:

  • Protect your principal against losses, if held to maturity2

  • Increase the potential for growth and/or income1

  • Help you feel more financially prepared to meet your goals.

Speak with your Financial Advisor about whether Market-Linked Certificates of Deposit may be the right solution for you.

Ben Johnson with First Trust, BECU Investment Services and LPL Financial are not affiliated.

1Subject to particular offering documentation. Participation in any underlying or linked product is subject to certain caps and restrictions. There is no guarantee of return above principal.

2Return of principal is subject to the credit risk of the issuer.

This presentation was prepared by Incapital LLC. This information is for educational purposes only and does not constitute a solicitation or an offer to buy or sell any security.

Incapital LLC and its affiliates explicitly disclaim any responsibility for product suitability or suitability determinations related to individual investors. This information should not be regarded by recipients as a substitute for the exercise of their own independent judgment and the information provided herein is not an offer, solicitation or a recommendation to buy, sell or hold any security or investment strategy. There can be no assurance that the investments shown herein were or will be profitable and this material does not take into account any investor's particular investment objectives, financial situation, particular needs, strategies, tax status or time horizon.

The investment products discussed herein are considered complex investment products. Such products contain unique features, risks, terms, conditions, fees, charges and expenses specific to each product. The overall performance of the product is dependent upon the performance of an underlying or linked derivative financial instrument, formula, or strategy. Return of principal is not guaranteed and is subject to the credit risk of the issuer. Investments in complex products are subject to the risks of the underlying asset classes to which the product may be linked, which include, but are not limited to, market risk, liquidity risk, call risk, income risk as well as other risks associated with foreign, developing or emerging markets, such as currency, political, and economic risks. Depending upon the particular complex product, participation in any underlying or linked product is subject to certain caps and restrictions. Any investment product with leverage associated may work for or against the investor. Market-Linked Certificates of Deposit are subject to the credit risk of the issuer above FDIC insurance limits. Investors that sell complex products or Market-Linked Certificates of Deposit prior to maturity are subject to the risk of loss of principal, as there may not be an active secondary market. You should not purchase a complex investment product until you have read the specific offering documentation and understand the specific investment terms, features, risks, fees, charges and expenses of such investment. The information contained herein does not constitute an offer to sell or a solicitation of an offer to buy securities.

Investment products described herein may not be offered for sale in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful or prohibited by the specific offering documentation.

©2018 Incapital. All rights reserved. Securities offered through Incapital LLC, Member FINRA/SIPC. Securities, annuities and insurance products offered through Incapital Distributors LLC, Member FINRA/SIPC. Incapital LLC and Incapital Distributors LLC are affiliates. 200 South Wacker Drive, Chicago, IL 60606.

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 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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Webinar

Preparing for Retirement - Are You Ready?

A Webinar hosted by Lorilee Wells, Financial Advisor, LPL Financial

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

Dates: Tuesday, October 15th, 2019 and Tuesday, October 29th, 2019

Time: 4:00pm - 5:00pm

Location: Online Webinar — Attendees will receive webinar login instructions upon registration

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.

Reserve your spot (limited) today!

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

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 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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Webinar

Empower the Female Investor

A Webinar hosted by Lorilee Wells, Financial Advisor, LPL Financial

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

Dates: Tuesday, October 8th, 2019 and Tuesday, October 22nd, 2019

Time: 4:00pm - 5:00pm

Location: Online Webinar — Attendees will receive webinar login instructions upon registration

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, the "Empower the Female Investor" webinar seeks to help women gain confidence and take control of their finances.

Reserve your spot (limited) today!

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

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 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.