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. We encourage you to share the events with your family and friends that could benefit from these informative and free opportunities.
2025 Market Outlook
Three Primary Investment Themes that will drive Financial Markets in 2025
February 19, 2025 at 12PM
To kick off the new year we are excited to announce our partnership with Cetera Investment Services, LLC., our broker dealer supporting California Coast Financial Services.
Join us and Cetera's Chief Investment Officer Gene Goldman as we explore the three primary investment themes that will drive financial markets in 2025, covering the economy, the Federal Reserve, financial markets, risks, and why market pullbacks could be buying opportunities.
Presented by Gene Goldman Chief Investment Officer, Cetera Investment Management
California Coast Financial Services is a marketing name of Cetera Investment Services. Securities and insurance offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC, CA insurance license # 0A96522), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity. 1704 SWEETWATER RD.,NATIONAL CITY, CA 91950
Investments are: Not FDIC/NCUSIF insured | May lose value | Not financial institution guaranteed | Not a deposit | Not insured by any federal government agency.
About Cetera Investment Management: Cetera Investment Management LLC is an SEC registered investment adviser owned by Cetera Financial Group®. Cetera Investment Management provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.
About Cetera Financial Group: “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA / SIPC.
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.
Upcoming Webinars
March Webinar
Investing in Your Well-Being: Long-Term Care Insurance 101
March 12, 2025 at 12PM
Take a proactive step toward your well-being by joining us for an introductory journey into long-term care insurance. Learn the basics and make informed decisions for a secure future.
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 Kevin Leinum, President, Insurance Services with Capstone, Inc.
April Webinar
Shielding Your Finances: Understanding and Preventing Fraud and Scams
April 9, 2025 at 12PM
In today's digital age, financial fraud and scams are becoming increasingly sophisticated. Join us for an informative workshop designed to empower you with the knowledge and tools to protect your finances.
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 Jannette Haggas, AVP - Internal Audit & Enterprise Risk Management, California Coast Credit Union
- 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.
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.
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