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No-Cost Financial Workshops

UPCOMING TOPICS
Living Trusts, April 26
Auto Insurance, May 17

Because today's financial climate has more choices and challenges than we may be able to keep up with, University Credit Union sponsors a series of workshops that will address a variety of financial concerns. We hope these workshops will help to answer your questions as well as create some new opportunities.

There are no costs to attend workshops and they are open to credit union and non-credit union members. However, space is limited. Reserve your space in a workshop by contacting a credit union representative.


Living Trusts and Estate Planning

Date: Saturday, April 26
Place: UCU Main Office, 1500 S. Sepulveda Blvd.
Time: Two Sessions

  • 9:30 AM FULL
  • 12:00 PM FULL
Sorry, both workshops times are FULL. We are taking waiting list reservations and will notify you if spots open up.Thank you for your interest in these sessions.

Light refreshments will be served.

    Guest Speakers: Natalie Spiwak, CCEP and Randi Moore, CCEP from Affinity Trusts

If you are like most Americans, you have focused on accumulating wealth and building a secure financial future for yourself and your family. However, the majority of Americans have no plan in place to preserve, manage and transfer their wealth upon death or incapacity. At this workshop, you'll learn:

  • How to help your family avoid the emotional delays and expense of probate
  • Pitfalls of using joint ownership as a way to transfer property
  • Just having a Will may not be enough to transfer all your assets efficiently and cost-effectively when you pass away
  • How to assure property will be distributed according to your wishes

Reservations: Space is limited. Reserve a spot now! Make your reservation request online (reservation made subject to available space) or call a UCU representative at (310) 477-6628, ext. 1.

About the hosts:
Affinity Trusts service is hosting this important topic. Affinity Trusts is associated with Citadel Law Corporation, which has been specializing in estate planning law and living trusts for over 20 years.


Auto Insurance: Choosing the Right Coverage

Date: Saturday, May 17
Place: UCU Main Office, 1500 S. Sepulveda Blvd.
Time: 9:30 AM Light refreshments will be served.

    Guest Speakers: Adam Glazer, Lead Insurance Agent, Liberty Mutual Insurance

Auto insurance is a necessity for car owners, but what type of coverage is right for you? In this workshop, you will learn the basics of car insurance coverage so you can choose a policy that fits your short-term and long-term needs:

  • What exactly does car insurance do for me and what does it actually cover?
  • How much coverage is enough and why do you need it?
  • Best ways of shopping for car insurance.
  • Does buying with the least expensive policy make the most sense or can it cost you more money sooner than later?

    Reservations: Space is limited. Reserve a spot now! Make your reservation request online (reservation made subject to available space) or call a UCU representative at (310) 477-6628, ext. 1.

    About the hosts:
    Liberty Mutual Insurance is hosting this important and informative topic. Liberty Mutual Insurance has been a partner with University Credit Union since 2009.

    PRIVACY POLICY | TERMS OF SERVICE | SITE MAP | CONTACT US

    Your savings federally insured to at least $250,000 through the National Credit Union Administration (a U.S. Government Agency) and backed by the full faith and credit of the United States Government.
    Your savings federally insured to at least $250,000 through the National Credit Union Administration (a U.S. Government Agency) and backed by the full faith and credit of the United States Government.
    University Credit Union is an Equal Housing Lender.
    University Credit Union is an Equal Housing Lender.

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    Applications:

    Join UCU online!

    Apply for a loan online!

    Check these out:

    Web-based investment information through TruStage

    Debt management and budget counseling service

    For more information, please e-mail us or call (310) 477-6628.