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Seminars

Link to SeminarsThank you for your interest in our seminars!  We are dedicated to offering the right tools and resources to help our members make the best financial decisions. As part of this commitment, we offer a series of free financial seminars that provide good sound financial advice, without the worry of a sales pitch. The first half of our 2018 schedule is listed below.

All of our seminars will be held at the Corporate Center – 1641 N First St. at Sonora Ave. Light refreshments will be served. Reservations are required. For your convenience, you can register below.  If you are unable to attend a seminar you registered for, please email us at marketing@sccfcu.org as seating is limited. Members receive priority registration.

Not a member? Learn how you can join us.


Public Employee RetirementRetirement Questions Every Public Employee Should Know
Wednesday, July 18th – 6 pm to 7:15 pm

We’ll address common questions and present some strategies to help prepare for a more comfortable retirement. Whether you’re nearing retirement or already retired, you’re going to find valuable information at this event.

In this seminar we will focus on:

  • What is the Survivorship Pension Dilemma?
  • Private Pensions vs. Employer Pensions
  • How to Combat Rising Long Term Care Costs
  • Retirement Rollover Mistakes

Thank you for your interest, this Seminar has reached maximum capacity.

 


Seminar Estate PlanningEstate Planning, Part I
Wednesday, August 8th – 6 pm to 7:15 pm

Over the last two decades, the popularity of Living Trusts has dramatically increased. No longer considered a financial resource solely for the rich, Living Trusts are one of the most popular planning tools in use today. This presentation will cover the pros and cons of wills and living trusts. Learn how Probate works, and how you may be able to avoid Probate. Also, learn how you may be able to minimize your estate taxes.
In this seminar we will focus on:

  • What is Conservatorship
  • Avoiding Conservatorship
  • Long Term Care Planning
  • What is Medi-Cal
  • Some Medi-Cal Planning Options

 

Register Now

 


Planning Your Estate SemibnarEstate Planning, Part II
Wednesday, August 15th – 6 pm to 7:15 pm

Over the last two decades, the popularity of Living Trusts has dramatically increased. No longer considered a financial resource solely for the rich, Living Trusts are one of the most popular planning tools in use today. This presentation will cover the pros and cons of wills and living trusts. Learn how Probate works, and how you may be able to avoid Probate. Also, learn how you may be able to minimize your estate taxes.

In this seminar we will focus on:

  • What is Medi-Cal
  • Medi-Cal Planning Options
  • Special/Supplemental Needs Trusts

 

Register Now

 


Retire Smart SeminarRetire Smart – 2018 Edition
Wednesday, September 12th – 6 pm to 7:15 pm

In this seminar we’ll talk about the math & science behind retirement and how you can avoid the certain issues. If you are near retirement or have retired, we’ll explore common mistakes that occur during retirement planning and ways to avoid them.

In this seminar we will focus on:

  • How to Protect Savings from Inflation
  • Secured Retirement Income
  • Long Term Care Protection
  • How to Maximize Social Security
  • Leaving a Legacy for Your Kin

 

Register Now


Psychology of SpendingPsychology of Spending
Wednesday, September 19th – 6 pm to 7:15 pm

There are several forces that govern our consumer behavior and cause us to make decisions that are not necessarily rational or in our best interest. This workshop examines why we buy, what we buy, and to help participants make wise spending decisions in the future.

In this seminar we will focus on:

  • Advertising and Credit
  • Spending Habits
  • Retail Therapy
  • Influence of Money


Register Now

 


FFinancial Survival Retirementinancial Survival for Retirement Part I
Wednesday, October 10th – 6 pm to 7:15 pm

If you are retired or getting close to retiring, this course will teach you fundamental principles to ensure your money lasts.

 

In this seminar we will focus on:

  • Creating a Retirement Plan in These Uncertain Times
  • Basic Tax Reduction Strategies
  • Essential Legal Documents
  • Protect Your Life’s Savings from Investment Mistakes
  • How to Draw Income in Retirement


Register Now

 


Financial Survival for RetirementFinancial Survival for Retirement Part II
Wednesday, October 17th – 6 pm to 7:15 pm

If you are retired or getting close to retiring, this course will teach you fundamental principles to ensure your money lasts.

 

In this seminar we will focus on:

  • Creating a Retirement Plan in These Uncertain Times
  • Basic Tax Reduction Strategies
  • Essential Legal Documents
  • Protect Your Life’s Savings from Investment Mistakes
  • How to Draw Income in Retirement


Register Now

 

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