Navigate back Back

Free Seminars & Webinars

Latin small letter D

Webinar

LPL Financial 2024 Market Outlook

A webinar presented by BECU Investment Services with Jeff Buchbinder, Chief Equity Strategist, LPL Financial.

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

Description

In this free webinar, Jeff Buchbinder, Chief Equity Strategist with LPL Financial will review market changes from 2023 and how they could impact the economic landscape of 2024.

Topics include:

  • Inflation.
  • Variables to watch for.
  • Future path of interest rates.
  • Geopolitics.

Watch the webinar video: LPL Financial 2024 Market Outlook
Date recorded: Thursday, Feb. 8, 2024

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.

Latin small letter D

Webinar

Business Financial Education: Loan Preparedness

Presented by BECU Business Services and Ventures

Joanna Mummert has been a financial coach for the past 20 years. She began supporting small business entrepreneurs in 2015 as an instructor for English and Spanish business courses offered through Ventures. Over the years, she has been providing additional support to Seattle area business owners recovering from the impact of the pandemic. Joanna is passionate about empowering local entrepreneurs with the tools they need for success. 

Description

Have questions about securing financing for your business? Join financial coach Joanna Mummert for a free webinar on Nov. 14 to learn about various types of business loans, the benefits they offer, how to apply and more. Space is limited so sign up today.

Watch the webinar: Loan Preparedness
Date recorded: November 14, 2023

Latin small letter D

Webinar

Introducción a Negocios: Consideraciones Claves para la Formación de Negocios

Presentado en español por Ventures y BECU Servicios Comerciales y Empresariales. 

Descripción

Este seminario web será presentado en español por el consultor líder miembro de BECU, Irving Cruz. Irving creció en el hermoso Noroeste Pacífico y ha sido parte de la comunidad BECU durante años.
En nombre del compromiso de la Oficina de Diversidad, Equidad e Inclusión de servir y brindar un mayor acceso a todas nuestras comunidades, Irving tiene el privilegio de formar parte del primer grupo certificado en español en BECU. Esto implica completar la certificación de comprensión oral, escrito y de lectura.

Mira el seminario web: Consideraciones Claves para la Formación de Negocios
Date Recorded: November, 7th 2023

The above information is intended to provide generalized information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.

Latin small letter D

Webinar

Introduction to Business: Understanding Business Financial Statements

Presented by BECU Business Services and Ventures

Joanna Mummert has been a financial coach for the past 20 years. She began supporting small business entrepreneurs in 2015 as an instructor for English and Spanish business courses offered through Ventures. Over the last couple of years, she has been providing additional support to Seattle area business owners recovering from the impact of the pandemic. Joanna is passionate about empowering local entrepreneurs with the tools they need for success. 

Description

Ever have questions about business financial statements? Join BECU Business Services and Joanna Mummert, an experienced financial coach, for a high-level discussion on common business financial statements. You'll learn how they are used, where the information comes from and gain best practices for completing the forms you need and get resources to help you along the way.

Watch the webinar: Understanding Business Financial Statements

Latin small letter D

Webinar

Key Considerations for Choosing a Banking Relationship

Presented by Venture and BECU Commercial and Business Services.

Joanna Mummert has been a Financial Coach for the past 20 years. She began supporting small business entrepreneurs in 2015 as an instructor for English and Spanish business courses offered through Ventures. Over the last couple of years, she has been providing additional support to Seattle area business owners recovering from the impact of the pandemic. Joanna is passionate about empowering local entrepreneurs with the tools they need for success. 

Description

If you're a new business owner looking for a financial partner, join us for “Introduction to Business: Key Considerations for Choosing a Banking Relationship.” Part of our introductory quarterly series, this webinar provides essential insights, including the differences between credit unions and banks, to help you find the right fit for your goals. Spaces fill up fast, so register today.

Watch the webinar: Key Considerations for Choosing a Banking Relationship

Latin small letter D

Webinar

Introduction to Business: Key Considerations for Business Formation

Presented by Ventures and BECU Commercial and Business Services

The introductory quarterly webinar series, “Introduction to Business: Key Considerations for Business Formation,” will offer invaluable advice on starting a new business to aspiring and established entrepreneurs. Register today, as space is limited.

Joanna Mummert has been a Financial Coach for the past 20 years. She began supporting small business entrepreneurs in 2015 as an instructor for English and Spanish business courses offered through Ventures. Over the last couple of years, she has been providing additional support to Seattle area business owners recovering from the impact of the pandemic. Joanna is passionate about empowering local entrepreneurs with the tools they need for success.

Watch the webinar: Key Considerations for Business Formation

Latin small letter D

Webinar

Preparing for Retirement Series: Social Security

A webinar series presented by BECU Investment Services Kyle Max, LPL Financial Advisor and Robert Van Riper with MFS Fund Distributors, Inc.

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

Description

As you approach retirement, it is more important now than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan.

Join Robert Van Riper with MFS Fund Distributors for an overview of:

  • How retirement benefits are calculated.
  • Options for married couples and divorcees.
  • Taxes and your retirement plan.

Watch the webinar video: Preparing for Retirement Series: Social Security
Date Recorded: Tuesday, April 25, 2023

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Robert Van Riper and MFS Fund Distributors are not affiliated with or endorsed by LPL Financial and BECU Investment Services.

BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationshipdisclosure.

Latin small letter D

Webinar

What's Next for 2023? Economic and Market Outlook.

A webinar presented by BECU Investment Services with Mark Eibel, Director of Client Investment Strategies, Russell Investments.

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

Description

Join us for a review of the Federal Reserve's Economic Indicator Dashboard. We'll discuss which direction the economy and market seem to be moving, where interest rates may go next, the capital gains landscape and more – to help you understand how it all may impact you.

Watch the webinar video: What's Next for 2023? Economic and Market Outlook
Date Recorded: March 9, 2023

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Mark Eibel and Russell Investments are not affiliated with or endorsed by LPL Financial and BECU Investment Services.

BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationshipdisclosure.

Latin small letter D

Webinar

How to Talk to Your Parents About Their Finances

A webinar presented by BECU Investment Services and Amanda Chomyszak, CIMA® at New York Life Investments.

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

Description

If something happened to your parents, would you be able to step in and help them with their finances? Do you know where they bank, or how they pay their bills? Do they have wills? Have they named you power of attorney so you can manage their finances if they can't? You need answers to these questions and more before a crisis strikes. During this webinar, you'll learn how to have essential conversations with your parents about their finances.

Go to Webinar: How to Talk to Your Parents About Their Finances
Date recorded: November 17, 2022

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Amanda Chomyszak, CIMA® and New York Life Investments are not affiliated with or endorsed by LPL Financial and BECU Investment Services.

BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationshipdisclosure.

Latin small letter D

Webinar

First Time Home Buyer - Part One

Dates

Tuesday, February 20, 2024
7 p.m.
Register

Wednesday, March 6, 2024
7 p.m.
Register

Wednesday, April 3, 2024
4 p.m.
Register

Wednesday, May 1, 2024
7 p.m.
Register

Description

Part one of this two-part series covers: How to prepare your credit, maintain a budget, and apply for a mortgage.

First time home buyers who have attended a live seminar or a two-part webinar 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 or a two-part webinar. 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.

Latin small letter D

Webinar

First Time Home Buyer - Part Two

Dates

Wednesday, February 21, 2024
7 p.m.
Register

Thursday, March 7, 2024
7 p.m.
Register

Thursday, April 4, 2024
4 p.m.
Register

Thursday, May 2, 2024
7 p.m.
Register

Description

Part two of this two-part series covers: presenting your offer, the appraisal process, getting an inspection and a timeline of events from offer to closing.

First time home buyers who have attended a live seminar or a two-part webinar 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 or a two-part webinar. 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.

Latin small letter D

In-Person Seminar

Simplify the Homebuying Process​

Dates and Locations

Saturday, February 24, 2024
9:30 a.m. - 11:30 a.m.
Register

Location
Northgate Neighborhood Financial Center
551 NE Northgate Way, Suite B
Seattle, WA 98125
Presented by: Iain Mourer, BECU Mortgage Advisor (MLO# 1259441)


Thursday, February 29, 2024
6:00 p.m. - 8:00 p.m.
Register

Location
Tukwila Financial Center
12770 Gateway Drive, Room 210
Tukwila, WA 98168
Presented by: Leah Bueno, BECU Mortgage Advisor (MLO# 517795)


Saturday, March 2, 2024
10:00 a.m. - 12:00 p.m.
Register

Location
Tukwila Financial Center
12770 Gateway Drive, Room 210
Tukwila, WA 98168
Presented by: Carla Kneadler, BECU Mortgage Advisor (MLO# 446112)


Saturday, March 9, 2024
9:30 a.m. - 11:30 a.m.
Register

Location
Northgate Neighborhood Financial Center
551 NE Northgate Way, Suite B
Seattle, WA 98125
Presented by: Iain Mourer, BECU Mortgage Advisor (MLO# 1259441)

Description

On the homebuying journey? We're here to help! We'll walk you through the steps of buying your dream home and a real estate agent will be present to answer questions about finding a home. This free homebuying class will share key resources and demonstrate how BECU can support you on the path to homeownership. Plus, attendees 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.

Learn about:

  • BECU's First-time Homebuyer Grant.
  • Avoiding common homebuying mistakes.
  • Determining the best loan for your home purchase.
  • Benefits of working with a local mortgage advisor.

Limited Seating. Register today!

*$250 coupon will only be offered for first time homebuyers who have attended an in-person class. Limit one coupon per loan. 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 Homebuyer 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.

Mortgage loans are subject to membership, credit approval, and other underwriting criteria; not every applicant will qualify. Certain restrictions apply. Home loan programs, terms, and conditions are subject to change without notice.

Latin small letter D

Webinar

Better Budgeting

Dates

Thursday, January 18, 2024
7 p.m.
Register

Thursday, April 11, 2024
7 p.m.
Register

Description

Do you want to fine tune your spending, reduce your debt or save more money? This webinar 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.

Latin small letter D

Webinar

Budgeting Tips, Tricks and Tools

Date

Tuesday, January 23, 2024
7 p.m.
Register

Thursday, April 25, 2024
7 p.m.
Register

Description

This webinar will give you an overview of various approaches to budgeting, including BECU's Money Manager tool. We'll also discuss best practices and how to make your money work for you. You'll have the opportunity to follow along using your Money Manager tool on your phone or on your computer.

Latin small letter D

Webinar

Flex IRA Estate Planning for your Retirement Assets

Presented by: Carvell Taylor carvell.taylor@becu.org and Mike Teramoto michael.teramoto@becu.org.

Description

This presentation will focus on incorporating IRA assets into an estate plan for your protection in the event of a medical emergency, and for beneficiaries. We will discuss combining the tax benefits of an IRA with the flexibility, protections and control of a trust.

Go to Webinar: FlexIRA Estate Planning for Your Retirement

Recorded: November, 15, 2022

Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, and involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice, please consult your attorney and/or accountant. Any opinions expressed are those of the presenter and do not necessarily reflect the position of Members Trust Company.

Latin small letter D

Webinar

Transitioning to Adulthood: Advising Families with a Child with Disabilities as Their World Changes

Join BECU Trust Services as we host this webinar presented by Joshua Brothers, Attorney with Brothers & Henderson, P.S.

Description

Do you have a child or loved one with disabilities who is or will soon be 18 years old and transitioning into adulthood/out of school? Are you an adult with disabilities who wishes to retain some or all of your rights? Learn what you need to know and what tools are available.

Topics covered will include:

  • Decision making and guardianship
  • Public benefits for adults
  • Estate planning issues for parents
  • Special needs trusts
  • ABLE Accounts
  • Housing choices
  • Education
  • Employment

Go to Webinar: Transitioning to Adulthood: Advising Families with a Child with Disabilities as Their World Changes
Date Recorded: August 9, 2022

Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, and involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice, please consult your attorney and/or accountant. Any opinions expressed are those of the presenter and do not necessarily reflect the position of Members Trust Company.

Latin small letter D

Webinar

Estate Planning: What Everyone Needs To Know (Spanish)

This webinar is presented in Spanish: Join BECU Trust Services as we host this webinar presented by Walt Krueger and Jessica F. Kravitz, Attorneys with Krueger Beck Law.

Description

Creating or updating an estate plan is one of the most important things you can do for your loved ones. It's never too early to start planning, but it can be too late. In this webinar, Attorneys Walt Krueger and Jessica Kravitz will discuss the basics of estate planning and share insights on why a will is not the only way to prepare for your financial future. Key takeaways include:

  • Elements that make up an Estate Plan
  • Components of a Will and Power of Attorney and why they are important
  • Common trust and the problems they solve
  • What happens if you die without a plan in place
  • Choosing wisely when selecting a trustee

This webinar will be presented in Spanish.

Go to Webinar: Estate Planning - What Everyone Needs to Know (Spanish)
Date Recorded: July 28, 2022

Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, and involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice, please consult your attorney and/or accountant. Any opinions expressed are those of the presenter and do not necessarily reflect the position of Members Trust Company.

The information presented in the seminar is intended to provide generalized information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.

Latin small letter D

Webinar

Duties and Responsibilities of a Trustee

Join BECU Trust Services to learn more about all of the duties and responsibilities of a trustee.

Description

Learn more about the duties and responsibilities of a trustee:

  • Financial duties to the beneficiary
  • Management of trust assets
  • Trustee reporting
  • Taxes and compliance

Go to Webinar: Duties and Responsibilities of a Trustee
Date Recorded: June 29, 2022

Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, and involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice, please consult your attorney and/or accountant. Any opinions expressed are those of the presenter and do not necessarily reflect the position of Members Trust Company.

Latin small letter D

Webinar

Estate Planning Basics for the LGBTQ Community

Join BECU Trust Services as we host this webinar presented by Kate Jones, JD, Law Offices of Kate Jones. 

Description

Proper estate planning is vital for anyone who wishes to protect their assets and loved ones, especially for the LGBTQ+ community. Join us as we discuss estate planning basics, including essential estate planning documents for the LGBTQ+ community.

Go to Webinar: Estate Planning Basics for LGBTQ+ Community
Date Recorded: June 22, 2022

Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federall y insured, are not obligations of or guaranteed by the credit union or any affiliated entity, and involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice , please consult your attorney and/or accountant. Any opinions expressed are those of the presenter and do not necessarily reflect the position of Members Trust Company.

Latin small letter D

Webinar

Life Essentials: Determining Your Loved One's Needs

Join BECU Trust Services as we host this webinar presented by Jenifer Nazarowski, LICSW, CMC with Villageplan. 

Description:

Are you noticing changes in your aging loved one? As human beings, we are made up of a complex web of needs (social, emotional, physical, mental, spiritual etc.) In order to maintain a high quality of life and age in place, we must continually re-evaluate those needs and how they are being met. Life Essentials will help you understand what you should be looking for in the day-to-day functioning of your aging loved one, red flags that may indicate it is time to seek help and where to find that professional help.

Go to Webinar: Life Essentials: Determining Your Loved One's Needs
Date Recorded: April, 28, 2022

Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, and involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice, please consult your attorney and/or accountant. Any opinions expressed are those of the presenter and do not necessarily reflect the position of Members Trust Company.
Latin small letter D

Webinar

The Fragile Decade: Transition to Retirement

A webinar presented by BECU Investment Services with Patrick Scanlon, Vice President Global Atlantic Consulting.

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

Description

Retirement is one of the biggest transitions a person will experience. The fragile decade that occurs before and after retirement is a time where people may feel the most financially and emotionally fragile.

Retirement consists of many stages: anticipation, ending, passage and the new normal. This webinar is designed to help you prepare for one on the biggest transitions in your life. Join us as we'll walk you through the “Five Years to Go Blueprint” and the “Next Five Years Checklist.”

Go to Webinar: The Fragile Decade: Transition to Retirement
Date Recorded: June 23, 2022

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Patrick Scanlon and Global Atlantic Financial Group are not affiliated with or endorsed by LPL Financial and BECU Investment Services.

BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

Your Credit Union (“ Financial Institution ”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Latin small letter D

Webinar

5 Ways Technology Will Change How You Age

A webinar presented by BECU Investment Services and Kent Gorman and Joe McIntyre of Hartford Funds

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

Description

Retirement for this generation will look nothing like the ones that came before it. With these technological advancements and innovations, a majority of which are already available and accessible, many aging Americans can live independently, in their own homes, for many more years. With these considerations in mind, it's critical to decide whether you're going to engage in this on-demand, digital economy. This webinar will help to become more familiar with what's available, the more comfortable you'll be integrating this new technology into your, or your loved ones, life as retirement begins.

Go to webinar: 5 Ways Technology Will Change How You Age
Date recorded: February 4, 2021

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services.  Securities and insurance offered through LPL or its affiliates are: 

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Latin small letter D

Webinar

Aligning Your Retirement Assets and Your Estate Plan

Presented By: BECU Trust Services

Description

This presentation will focus on incorporating IRA assets into an estate plan for protection during incapacity and for beneficiaries. We will discuss combining the tax benefits of an IRA with the flexibility, protections and control of a trust.

Go to Webinar: Aligning Your Retirement Assets and Your Estate Plan
Date recorded: May 5, 2021

Latin small letter D

Webinar

Breaking the Ice: Difficult Family Conversations

Presented by: BECU Trust Services hosted this webinar presented by Jenifer Nazarowski, LICSW, CMC with Villageplan

Description

The term “Sandwich Generation” describes a cohort of adults who are raising children while caring for their own aging parents. This webinar guides viewers through challenging conversations about family dynamics and communication in a “Sandwich Generation” environment. Whether you're planning in advance for future eldercare needs or currently managing family challenges, this presentation will help improve listening and communication skills to create a more positive outcome for all family members involved.

Go to Webinar: Breaking the Ice: Difficult Family Conversations
Date Recorded: Tuesday, August 24, 2021

Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.

Latin small letter D

Webinar

Building Credit

Date

Tuesday, February 6, 2024
7 p.m.
Register

Description

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.

Latin small letter D

Webinar

10 Tips to Reduce Debt

Date

Thursday, March 14, 2024
7 p.m.
Register

Thursday, May 30, 2024
7 p.m.
Register

Description

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 debt and pay it off.

Latin small letter D

Webinar

Estate Planning: What Everyone Needs To Know

Presented By: BECU Trust Services Senior Trust Officer, Rachelle Czaplinski, and VP & Senior Trust Officer, Linda Davenport

Description

Creating or updating an estate plan is one of the most important things you can do for your loved ones. It's never too early to start planning, but it can be too late. In this webinar, Rachelle Czaplinski and Linda Davenport, will discuss the basics of estate planning and share insights on why a will is not the only way to prepare for your financial future. Key takeaways include:

  • Who needs a trust and why
  • Common trusts and the problems they solve
  • What happens if you die without a plan in place
  • Choosing wisely when selecting a trustee

Go to Webinar: Estate Planning: What Everyone Needs To Know
Date Recorded: September, 3, 2020

Latin small letter D

In-Person Seminar

First Time Home Buyer 101

Presented by: BECU

Dates and Locations

Multiple dates and locations are available for this seminar. Select the Register link below. 

Description

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.

Latin small letter D

Webinar

Introduction to Investing: Student of the Market

A webinar presented by BECU Investment Services and MFS Investment Management

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

Description

Join us for a webinar that will tackle common investing and financial terms, explain basic investment concepts, and describe different investment types in detail. Learn how to potentially increase your net worth by setting goals, using various investments, and implementing different investment strategies.

Go to webinar: Introduction to Investing: Student of the Market
Date recorded: December 9, 2021

   

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Jason Piper and MFS Investments are not affiliated with or endorsed by LPL Financial and BECU Investment Services.

BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are: 

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Latin small letter D

Webinar

Legacy Planning: Avoiding the 4 Common Pitfalls That Cause Family Tension

A webinar presented by BECU Investment Services and Susan Kay, MFS Investment Management

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

Description

Family wealth transfer is not just about getting financial assets to the next generation. It is also about how to pass on what we think is important AND how to avoid damaging our children's relationships with each other. What kinds of ideas and tools are available to help you, so that your family has significantly more success in seeing the estate you've worked so hard to build serve your family well and hopefully last through more than one generation? Join Susan Kay Vice President, Business Development Consultant, MFS Investment Management to discuss Legacy Planning: Avoiding the 4 Common Pitfalls that Cause Family Tension.

Go to webinar: Legacy Planning  Avoiding the 4 Common Pitfalls that Cause Family Tension
Date recorded: May 20, 2021

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Susan Kay and MFS are not affiliated with BECU Investment Services or LPL Financial.

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.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. A Roth IRA offers tax deferral on any earnings in the account.

Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPCInsurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Latin small letter D

Webinar

Managing Your Finances During a Crisis

Presented by: Stacey Black, BECU Financial Educator

Description

This is an informative video that covers tips for managing your finances during a crisis. In this video we will discuss creating an emergency budget, things to avoid when budgeting, knowing additional resources to assist in making a budget and, how to create a plan to protect your finances in the future.

Watch the video
Date recorded: April 7, 2020

Latin small letter D

Webinar

Special Edition Market Outlook 2022

A webinar presented by Burt White, Managing Director and Chief Investment Officer, LPL Financial, BECU Investment Services.

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

Description

Stay on top of the changing markets. In this one-hour webinar Burt White, Chief Investment Officer at LPL Financial, will dive deep into the latest perspectives on today's global economy. Explore insights around financial markets, inflation, interest rates, policy actions and geopolitical impacts.

Go to Webinar: Special Edition Market Outlook 2022
Date Recorded: January 20, 2022

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Latin small letter D

Webinar

The Home Stretch- Seven Things to do the Decade Before you Retire

A webinar presented by BECU Investment Services and Kyle Max

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

Description

You've worked hard, saved money, and watched your investments grow. Now it's time to kick-start your retirement plan or keep the momentum going. Whether you are near retirement or recently retired, this webinar will help you plan for the many decisions required as you look ahead to the next phase of your life.

Go to webinar: The Home Stretch- Seven Things to do the Decade Before you Retire
Date recorded: N/A

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services.  Securities and insurance offered through LPL or its affiliates are: 

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value