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Free Seminars & Webinars

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Webinar

Medicare Made Clear

A webinar presented by Mike Rackner, BECU Investment Services

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

Date

Tuesday, August 4th, 2020
3:30pm to 4:30pm
Register Here

Location

Online Webinar

Description

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.

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 / 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

Preparing for Retirement Training Camp

A webinar series presented by BECU Investment Services Kyle Max, LPL Financial Advisor

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 series will help you plan for the many decisions required as you look ahead to the next phase of your life. This four-part “Preparing for Retirement Training Camp” series is hosted by Kyle Max, Financial Advisor and a team of experienced retirement planners to help you explore your retirement options. Join us for just one or all four parts of this preparing for retirement series.

Each week in this webinar series you will learn..

Date

7 Things to Do in the Decade Before you Retire
August 11, 2020
2:00pm to 3:00pm
Register Here

Social Security Decisions with Dhamandeep S. Judge, Columbia Threadneedle
August 17, 2020
2:00pm to 3:00pm
Register Here

Medicare Made Clear with Jaimee Ryan, United HealthCare
August 24, 2020
2:00pm to 3:00pm
Register Here

Long Term Care and Considerations with Ryan Forman, Lincoln Financial
September 1, 2020
2:00pm to 3:00pm
Register Here

Join us as we navigate through the steps in retirement together.

Location

Online Webinar

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

BECU Investment Services, Dhamandeep S. Judge, Columbia Threadneedle, Jaimee Ryan, United HealthCare, Ryan Forman, Lincoln Financial, 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

Market Outlook: The Trail to Recovery

A webinar presented by BECU Investment Services and Ryan Detrick, Chief Market Strategist from LPL Financial

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

Date

Thursday, August 27, 2020
1:00pm to 2:00pm
Register Here

Location

Online Webinar

Description

We're in uncharted waters, facing a pandemic. Get perspective for successfully navigating these waters with a Market Outlook from Ryan Detrick, Chief Market Strategist from LPL Financial. To help better understand what's happening and what the future could hold, Ryan Detrick will discuss

  • The indicators of a turning point in this market
  •  What recovery may look like in different parts of the country
  • The implications of another stimulus plan and the Fed's actions 

As Chief Market Strategist, Ryan Detrick is a member of the LPL Financial Research tactical asset allocation committee, responsible for directly impacting the portfolio decision-making process, as well as a member of the market insights team, developing and articulating equity and general market strategy. In this role, he is a frequent presenter to clients, industry peers, and the national media on emerging and developing market trends.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material. The purchase of certain securities may be required to effect some of the strategies. Utilizing an ESG investment strategy may result in investment returns that may be lower or higher than if decisions were based solely on investment considerations.

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

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

Long Term Care and Considerations

A webinar presented by Bret Edensword with Tim Nein, Lincoln Financial

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

Date

Wednesday, September 16, 2020
1:00pm to 2:00pm
Register Here

Location

Online Webinar

Description

The purpose of this webinar will be to address and inform family, caregivers, and professionals about the realities of Long Term Care (LTC).  What is LTC?  What are the chances of anyone needing LTC?  How long does LTC typically last?  How are LTC expenses paid?  These are some of the questions that often come up, this webinar will provide insight into this complex system.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

BECU Investment Services, Tim Nein, Lincoln Financial, 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

Managing Your Finances During a Crisis

In an informative video, BECU Financial Educator Stacey Black shares her tips for Managing Your Finances During a Crisis. Use her insights to navigate financial uncertainty.

Watch the video

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Webinar

Market Outlook: Special Edition with Burt White

A webinar presented by BECU Investment Services with Burt White, Managing Director of Investor and Investment Solutions and Chief Investment Officer of LPL Financial

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

Description

COVID-19 has caused a lot of uncertainty, largely related to our finances. Asking the RIGHT questions can help you move forward and navigate the remainder of the pandemic. It can also help protect your finances if something like this happens again. 

This special BECU Investment Services online webinar is designed to help you understand:

  1. What changes you should make in your retirement given the effects of the pandemic
  2. How you can recover if you've been hurt financially
  3. How to be more prepared for the next crisis

Go to Webinar: Market Outlook Special Edition
Date recorded: Thursday, May 28, 2020

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

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

Facing a Layoff, VLO or Furlough: What are the Considerations?

A webinar presented by BECU Investment Services 

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

Description

This is a time when you may be seeking advice on what to do with your VIP, pension and other retirement plans from a previous employer. Join us in this webinar with BECU Investment Services Financial Advisors as they educate on layoff, VLO, and furlough options, the CARES Act and how that may help you, and possible options on your existing retirement plans.

Go to Webinar: Facing a Layoff, VLO or Furlough: What are the Considerations?
Date recorded: Thursday, May 14, 2020

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

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

Market Outlook: A Long Term Look at a Short Term Crisis

A webinar presented by BECU Investment Services with Steve Chiavarone, Vice President Portfolio Manager, Federated Hermes

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

Description

Steve is responsible for bringing macroeconomics, investment strategy and product knowledge to clients & credit union members. 

Steve has been a regular contributor across the financial media, including CNBC's “Squawk Box”, “Worldwide Exchange” and Bloomberg's “Daybreak Americas” and “The Open”. Steve is also frequently quoted in publications such as Reuters, The Wall Street Journal, The Financial Times, The New York Times and CNN Money.

Go to Webinar: Market Outlook: A Long Term Look at a Short Term Crisis
Recorded Date: June 11, 2020

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

BECU Investment Services, Steve Chiavarone, Federated Hermes, 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

Socially Responsible Investing: Building a Better Future

A webinar presented by BECU Investment Services

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

Description

Socially Responsible Investing is an investment strategy which seeks to consider financial return with consideration of environmental and social progress. The webinar will address the basics of ‘Socially Responsible Investing' using real world examples of how this investment philosophy can help affect change. Recent events have highlighted a number of issues that overlap with Socially Responsible investment criteria.  Considerations include diversity, employee rights, climate change, corporate stewardship/governance, inequality, and community development.


Join BECU Investment Services, Catherine Banat- Managing Director Responsible Investing, RBC Global Asset Management, and Special Guest Nadja Vol Ochs - Interim Executive Director, Carnation Farms.

Carnation Farms is a local nonprofit organization providing inspirational and educational experience that positively affect health, the environment and local economies.

Go to Webinar: Socially Responsible Investing Building a Better Future
Recorded Date: July 9, 2020

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material. The purchase of certain securities may be required to effect some of the strategies. Utilizing an ESG investment strategy may result in investment returns that may be lower or higher than if decisions were based solely on investment considerations.

BECU, BECU Investment Services, Catherine Banat, RBC Global Asset Management, Nadja Vol Ochs, and Carnation Farms are not registered broker/dealers and are not affiliated with LPL Financial.

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

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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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.