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Webinar

Estate Planning: What Everyone Needs To Know

Presented By: BECU Trust Services

Dates

Tuesday, August 25, 2020 
5:00pm - 6:00pm
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Tuesday, September 22, 2020 
5:00pm - 6:00pm
Register

Tuesday, November 17, 2020
5:00pm - 6:00pm
Register

Location

Online webinar

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, Senior Trust Officer, Rachelle Czaplinski, and VP & Senior Trust Officer, 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

The BECU Trust Services team follows the credit union philosophy of People Helping People. With an average of 15 years' experience, our team knows it's not just about money. It's about relationships with the people you care about.

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Webinar

The Washington Update Post Election

A webinar presented by BECU Investment Services and Jeff Bush

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

Date

Thursday, November 5, 2020
1:00pm to 2:00pm
Register Here

Location

Online Webinar

Description

Investors are wondering how the fall elections will impact the market. Our Market Outlook: Post-Election webinar focuses solely on what should matter to investors. Jeff Bush will share his insights on 

  • The outcome of the U.S presidential election 
  •  What must be done early in the new president's term to help the economy
  • The implication of the election outcome on the fiscal outlook and growth

Join our webinar to learn strategies that investors and financial can consider to take advantage of (or protect against) market effects and volatility arising from Washington initiatives and post-election, as well as specific strategies for investment, wealth transfer, and retirement planning.

Jeff Bush is a nationally recognized political/tax thought leader and author with more than thirty years of industry experience. He is an integral part of The Washington Update and regularly appears on CNBC's Nightly Business Report, featured in Investment News and as an analyst on POTUS Sirius/XM Radio.

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

EMPOWER the Female Investor

A webinar presented by BECU Investment Services and Lorilee P. Wells, Financial Advisor, LPL Financial

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

Date

Tuesday, November 10, 2020
1:00pm to 2:00pm
Register Here

Location

Online Webinar

Description

About 1.3 billion women worldwide participate in the workforce and another billion are forecast to enter the global economy in the coming decade.1 While women control over $20 trillion of global consumer spending, studies have shown they often lack confidence when it comes to investing.2 Join BECU Investment Services and Lorilee P. Wells, Financial Advisor, LPL Financial to help women gain confidence and take control of their finances and discuss

  • The increasing value of women to the global economy
  • Share insights on the financial force of women and their economic influence in today's world
  • Offer general advice for young women entering the work force

Sources: 1World Bank and Booz Allen October 2012; 2 Bloomberg as of July 2014

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

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

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

Making Government Benefits Work For You: Social Security Deep Dive

A webinar presented by BECU Investment Services with Michael Graci, Director of Practice Management & Investment Education Specialist BlackRock

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

Description

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

Join us for an overview of:

  • How do Social Security benefits work for you and your spouse?
  • When and how to start receiving Social Security benefits? 
  • Opportunities to increase your benefits throughout retirement?

Go to Webinar: Making Government Benefits Work For You: Social Security Deep Dive 
Recorded Date: July 30, 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, Michael Graci, BlackRock, 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

Social Security Decisions

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

Description

In this webinar, you'll learn the  background of Social Security and important terms to understand, changes to the Social Security system, planning strategies to maximize Social Security income, and how to forecast the health and future look of the Social Security system. A seminar presented by Kyle Max, BECU Investment Services and Dhamandeep S. Judge, Columbia Threadneedle

Go to Webinar: Social Security Decisions
Recorded Date: August 17, 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, Dhamandeep S. Judge, Columbia Threadneedle, 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.

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.

Go to Webinar: Market Outlook:The Trail to Recovery with Ryan Detrick
Recorded Date: August 27, 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 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

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

Budgeting Tips Tricks and Tools

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.

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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.