Monthly Financial Webinars

Join us for free virtual and educational webinars on various topics, including budgeting, personal finance, investing and so much more.  

Free Monthly Workshops

We are committed to helping individuals, families and businesses in our community understand and manage your finances in order to live a more prosperous and fulfilling life. Our monthly workshops feature speakers from our Certified Financial Coaches and our California Coast Financial Services partners. Currently, these workshops are offered in person or if you're unable to attend in person, we also offer a live stream webinar where you can connect from your computer or mobile device. Our workshops are currently webinar only due to the COVID-19 pandemic.

Please register online so we can secure your spot and send you the webinar link. Workshops typically take place once a month on a Wednesday afternoon from 12pm - 1pm PST. Light refreshments are offered for those attending in person. We encourage you to share the events with your family and friends that could benefit from these informative and free opportunities. 

May 2024 Webinar

Breaking Free: Escaping the Debt Trap

May 8, 2024

12:00pm - 12:45PM

Join us for a transformative journey towards financial liberation. Explore effective strategies for breaking free from the shackles of debt, and gain insights into sustainable repayment plans that lead to long-term prosperity.

Disclaimer: The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourages you to do your own due diligence when making decisions regarding your financial management.

Presented by Jevon Boyer, Financial Coach, Cal Coast Financial Fitness & Coaching

 

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Upcoming Webinars

June Webinar

Smart Moves: Navigating Home Equity Options for Financial Freedom

June 12, 2024

12:00PM - 1PM

Unlock the potential of your home's equity to fulfill your financial goals without taking on additional debt. Explore how accessing your home equity can support investments in education, home improvements, debt consolidation, and other financial aspirations.

Disclaimer: The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourages you to do your own due diligence when making decisions regarding your financial management.

Presented by:   Stephen Volle, Senior Vice President Real Estate Lending, California Coast Credit Union 

July Webinar

Craft Your Business Model Canvas: For Current and Aspiring Entrepreneurs

July 10, 2024

12:00PM - 1PM

Join us to learn how to turn your business dreams into reality. The Business Model Canvas is not your ordinary Business Plan. It is a visual overview of your business concept or idea. Register now to start-up your journey to success.

Disclaimer: The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourages you to do your own due diligence when making decisions regarding your financial management.


Presented by: Lori Treadwell, SCORE San Diego, Mentor

Free Recorded Webinars

Catch any previous Cal Coast Financial Wellness Webinars you might have missed on YouTube.
 
Topics include:
  • Protecting Your Credit with an Emergency Payment Strategy
  • Budgeting for the "New Norm"
  • 5 Steps to Dealing with Debt
  • 7 Things to do Before you Retire

     and more...

Check back every month for new video webinars discussing various financial topics designed with you in mind. 

Workshop FAQs

No! Our workshops and webinars are open to anyone who wants to attend. Our mission is to provide our members, their families and the community with free financial advice and these events are very popular with members and non-members. We just ask that you please reserve a spot by registering online. 

Yes! We understand not everyone is able to attend the workshop in person or the webinar live at the scheduled time. We upload all of our recorded workshops on our YouTube channel for you to watch at a later date. 

Request a Financial Education Workshop

Thank you for contacting us! A Cal Coast representative will reach out to you soon.

The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourage you to do your own due diligence when making decisions regarding your financial management.

1California Coast Credit Union does not endorse or encourage the product or services. CCCU urges you to do your own due diligence on the vendor and its product/service. 

Don't be a stranger, we're your neighbor

Have a question about your account, applying for a loan or perhaps you're ready to talk refinancing? Whatever your question or need, our Member Service Center is always happily available to walk you through every step of the process with your best interest at heart. 

Not a Cal Coast member? Join now or learn more

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