Click on an event to learn more or scroll down to view all
Wednesday, January 5, 2022
State of Your Estate: Understanding Estate Planning & Living Trusts Basics - Community Webinar
An estate plan ensures your personal belongings and assets go to the people you care about most. In many instances, a will isn’t enough. Join SAFE’s Financial Wellness Team to understand how an estate plan can work in conjunction with a living trust to protect you and your loved ones both during and beyond your lifetime. Topics covered in this session:
• Benefits of estate planning
• Living trust basics
• Wills vs. Living Trust
• Probate
• Living trust basics
• Wills vs. Living Trust
• Probate
Thursday, January 6, 2022
SAFE Credit Union Presents: "The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire" a Community Webinar
Are you as prepared for retirement as you’d like to be? With longer life spans, increasing health care costs, and the diminishing role of traditional pensions, planning for retirement is more complex than ever. Choices made during the final decade of your career can deeply impact your retirement plan. Join our presentation to learn more about:
-Timing your retirement and determining how much savings you might need
- Maximizing your retirement savings strategy now and what to do as you approach retirement
- What to expect from Social Security and how to build a retirement income stream
- Factors, other than money, that can have a considerable effect on your retirement
- Maximizing your retirement savings strategy now and what to do as you approach retirement
- What to expect from Social Security and how to build a retirement income stream
- Factors, other than money, that can have a considerable effect on your retirement
Tuesday, January 11, 2022
SAFE Credit Union Presents: The Balance Between Healthy & Unhealthy Debt - a Community Webinar
Debt is defined as the state of owing money. We acquire debt in many forms—purchasing vehicles or a home, taking on loans for education, or accessing revolving credit lines. When debt is handled properly, we can strategically build healthy debt to help budget and to create a healthy financial cushion. Join SAFE’s Financial Wellness Team for this discussion on the difference between healthy and unhealthy debt, with a strategy to reduce high-interest debt. Topics covered in this session:
•Defining healthy debt
•Exploring the benefits of healthy debt
•Defining unhealthy debt
•Discussing the risk of unhealthy debt
•Reducing high-interest debt
•Exploring the benefits of healthy debt
•Defining unhealthy debt
•Discussing the risk of unhealthy debt
•Reducing high-interest debt
Wednesday, January 12, 2022
SAFE Credit Union Presents: Cultivate Responsible Spending Habits - a Community WebinarExcessive overspending can lead to long-term financial problems such as debt and take away from your future financial goals. Join SAFE’s Financial Wellness team to learn how spending behaviors are formed and how to control them. Topics covered in this session include:
• Money behaviors
• Tracking your spending
• Being accountable for your finances
• Tracking your spending
• Being accountable for your finances
Thursday, January 13, 2022
The right long-term care plan can help safeguard your family, your savings, your retirement-and your peace of mind. During this session, we will explain in plain, easy-to-understand language, the latest information about long-term care, including:
- What's covered and not covered by government programs
- How much long-term care services cost in your local area today
- Where long-term care is being delivered (it's probably not where you think), and much more!
REGISTER HERE:
https://www.eventbrite.com/e/the-art-of-long-term-care-planning-california-tickets-229533580117
Thursday, January 13, 2022
The right long-term care plan can help safeguard your family, your savings, your retirement-and your peace of mind. During this session, we will explain in plain, easy-to-understand language, the latest information about long-term care, including:
- What's covered and not covered by government programs
- How much long-term care services cost in your local area today
- Where long-term care is being delivered (it's probably not where you think), and much more!
REGISTER HERE:
https://www.eventbrite.com/e/the-art-of-long-term-care-planning-california-tickets-229533580117
Tuesday, January 18, 2022
The right long-term care plan can help safeguard your family, your savings, your retirement-and your peace of mind. During this session, we will explain in plain, easy-to-understand language, the latest information about long-term care, including:
- What's covered and not covered by government programs
- How much long-term care services cost in your local area today
- Where long-term care is being delivered (it's probably not where you think), and much more!
REGISTER HERE:
https://www.eventbrite.com/e/the-art-of-long-term-care-planning-california-tickets-229533580117
Tuesday, January 18, 2022
The right long-term care plan can help safeguard your family, your savings, your retirement-and your peace of mind. During this session, we will explain in plain, easy-to-understand language, the latest information about long-term care, including:
- What's covered and not covered by government programs
- How much long-term care services cost in your local area today
- Where long-term care is being delivered (it's probably not where you think), and much more!
REGISTER HERE:
https://www.eventbrite.com/e/the-art-of-long-term-care-planning-california-tickets-229533580117