Navigate back Back

Free Seminars & Webinars

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.

Date

Thursday, Dec. 9 Time: 1-2 p.m. PST

Location

Online Webinar

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.

Register Here

Questions? Contact 206-439-5720 or investmentservices@becu.org.

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

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

Protecting Yourself Against Fraud

In today's high-speed world it is important that we be vigilant in our fight against fraud. Sometimes it can feel overwhelming to know how to protect oneself with so many different types of scams trying to take your money. In this webinar you will learn how to spot the most common scams trending, learn what happens when you fall for a scam, understand how you can avoid being a victim of fraud and learn how to report fraud.

Latin small letter D

Webinar

Tips - Teaching Kids Financial Responsibility

This webinar will help you teach your kids 10 important financial tips to enhance their knowledge about financial responsibility from the importance of savings to smart shopping.

Date Location Time Status Action
Jan 20 Online 7:00 PM - 8:00 PM OPEN Register
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

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

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 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 site may discuss and/or transact securities business with residents of all 50 states.

Latin small letter D

Webinar

Social Security Decisions

Presented by: Kyle Max, BECU Investment Services and Dhamandeep S. Judge, Columbia Threadneedle

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.

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 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 site may discuss and/or transact securities business with residents of all 50 states.

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

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
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

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.

Date Location Time Status Action
Feb 22 Online 7:00 PM - 8:00 PM OPEN Register
Latin small letter D

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.

Date Location Time Status Action
Feb 17 Online 7:00 PM - 8:00 PM OPEN Register
Latin small letter D

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.

Date Location Time Status Action
Dec 8 Online 7:00 PM - 8:00 PM OPEN Register
Jan 5 Online 7:00 PM - 8:00 PM OPEN Register
Latin small letter D

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.

Date Location Time Status Action
Jan 18 Online 7:00 PM - 8:00 PM OPEN Register
Latin small letter D

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.

Date Location Time Status Action
Dec 1 Online 7:00 PM - 8:00 PM OPEN Register
Jan 12 Online 7:00 PM - 8:00 PM OPEN Register
Feb 9 Online 7:00 PM - 8:00 PM OPEN Register
Latin small letter D

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.

Date Location Time Status Action
Dec 2 Online 7:00 PM - 8:00 PM OPEN Register
Jan 13 Online 7:00 PM - 8:00 PM OPEN Register
Feb 10 Online 7:00 PM - 8:00 PM OPEN Register
Latin small letter D

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.

Date Location Time Status Action
Dec 15 Online 7:00 PM - 8:00 PM OPEN Register