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Free Seminars & Webinars

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In-Person Seminar

Protect Yourself from Yourself

A seminar presented by Jared Eglington MBA, BECU Investment Services and Dhamandeep Judge with Columbia Threadneedle Investments.

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

Date

Friday, March 13, 2020
12:00pm to 1:30pm
Register by phone
Register by email

Location

BECU Downtown Seattle Financial Center
Level 2 Conference Room
1512 6th Ave
Seattle, WA 98101

Description

Humans are smart. But sometimes our emotions take over, and we use the "gut instinct" part of our brain instead of the critical thinking part. This is especially true when it comes to investing. Learn why we make emotional decisions about our money, and how to get the most out of your investments—despite your instincts. join us for an entertaining and informative presentation.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.

*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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In-Person Seminar

Estate Planning: What Everyone Needs To Know

Presented By: BECU Trust Services

It is never too early to learn about getting your personal and financial affairs in order.  This seminar is a general overview of basic estate planning issues including the use of a Will and Trusts for handling your estate.  Discussion will cover titling of assets and the importance of updating your estate documents.  We will also review various techniques to maximize proceeds and the various options of disposition of your estate to your beneficiaries. 

Dates:

Thursday, February 20, 2020
5:30pm to 7:30pm 
Register for this seminar

Thursday, May 14, 2020
5:30pm to 7:30pm
Register for this seminar

Location:

BECU Tukwila Financial Center
Floor 2, Room 210
12770 Gateway Drive
Tukwila, WA 98168

Dates:

Thursday, March 12, 2020
5:30pm to 7:30pm 
Register for this seminar

Tuesday, May 19, 2020
5:30pm to 7:30pm 
Register for this seminar

Location:

BECU Everett Financial Center
Auditorium B
11127 Evergreen Way
Everett, WA 98204

Register now for this seminar

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In-Person Seminar

Pre-Planners Workshop

Presented By: CayCare – Lisa Doyle
Hosted By: BECU Trust Services

This is a specially designed workshop for those individuals/couples who fit one of the following categories –

  1. Planning ahead for retirement and wanting to explore what long term care might look like.
  2. You or a loved one have a care need currently that is working for now but a plan for the future needs to be put into place.
  3. You or someone you care about is getting by but really would benefit from some care. You feel like you don't need care but others keep bringing it up and asking if you about needing care.

No matter which one of the 3 that you or someone you are caring for fits, this is the workshop for you. We will dive in to issues around estate planning from a care manager's perspective. We will connect you with resources for your estate planning needs. We will open the secrets behind care, placement and medicaid planning that may affect you.
You will leave with resources and some support on customizing your long term care planning needs in a very unique perspective.

Bonus Information -
We will address VA specialty pension information and free services through the VA. We will discuss Medicaid and the care services process from a behind the scenes perspective that you have never seen. We will address the realities on how to choose care in a way you have never thought of before. How do I know? Because we hear it every day from our families

Dates:

Tuesday, February 25, 2020
5:30pm to 7:30pm 
Register for this seminar

Tuesday, June 9, 2020
1:00pm to 3:00pm
Register for this seminar

Location:

BECU Tukwila Financial Center
Floor 2, Room 210
12770 Gateway Drive
Tukwila, WA 98168

 

Register now for this seminar

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In-Person Seminar

ABCs and ESGs of Sustainable Investing

A seminar presented by Thomas Mercer, CFA® , CSRIC™, BECU Investment Services.

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

Date

Thursday, March 19, 2020
12:30pm to 1:30pm
Register by phone
Register by email

Location

BECU Downtown Seattle Financial Center
1512 6th Ave 
Seattle, WA 98101

Description

ESG investing is a growing category of investment choices that blend environmental, social, and governance factors into traditional investment evaluations. ESG is a set of criteria for measuring impact beyond dollars that can be applied to corporations, non-profits, and government entities. As such, it is also a rapidly growing method of assessing investing in or donating to those entities. In this seminar, you'll receive guidance from a financial professional on the fundamentals, importance, and potential impacts of implementing ESG investing in your investment strategy.

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

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.

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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In-Person Seminar

Social Security 101

A seminar presented by Priscilla Suhre, BECU Investment Services 

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

Date

Tuesday, March 10, 2020 
4:30pm to 5:30pm
Register by phone
Register by email

Location

Puyallup Public Library
324 S Meridian
Puyallup, WA 98371

Description

Speaker: Kirk Larson is the Western Washington Public Affairs Specialist for the Social Security Administration. He has worked with the agency for over 20 years in both technical and supervisory roles. Kirk has presented Social Security information in both the Seattle and San Francisco Regions. He has had several articles published, and has appeared on TV and radio shows to discuss Social Security issues. Come learn about everything you wanted to know about retirement benefits and eligibility requirements, what early retirement does to your benefits, how do you qualify for disability, survivor, and spouse benefits.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.  

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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In-Person Seminar

Preparing for Retirement - Are You Ready?

A seminars hosted by Mike Rackner, Financial Advisor, LPL Financial and Tobias Shiner, Financial Advisor, LPL Financial.

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

Dates

Tuesday, January 28th, 2020
5:30pm to 7:00pm
Hosted by Mike Rackner
Register by phone
Register by email

Tuesday, February 18th, 2020
5:30pm to 7:00pm
Hosted by Mike Rackner
Register by phone
Register by email

Saturday, February 29th, 2020
10:00am to 11:00am
Hosted by Tobias Shiner
Register by phone
Register by email

Location

BECU Tukwila Financial Center
Floor 2, Room 210
12770 Gateway Drive
Tukwila, WA 98168

Description

You've worked hard and made the right decisions about saving for the future. Now make sure you've got everything covered to help you retire comfortably and be sure your savings will last. In Preparing for Retirement webinar, you'll get guidance from a financial professional on how to identify and secure your sources of retirement income, determine how much cash flow you'll need, and anticipate your future medical and income needs.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.

*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

Preparing for Retirement - Are You Ready?

A seminar hosted by Lorilee Wells, Financial Advisor, LPL Financial.

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

Date

Tuesday, April 7, 2020
4:00pm to 5:00pm
Register by phone
Register by email

Location

Online Webinar

Description

You've worked hard and made the right decisions about saving for the future. Now make sure you've got everything covered to help you retire comfortably and be sure your savings will last. In Preparing for Retirement webinar, you'll get guidance from a financial professional on how to identify and secure your sources of retirement income, determine how much cash flow you'll need, and anticipate your future medical and income needs.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.

*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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In-Person Seminar

Understanding Social Security Options

A seminars hosted by Michael Dukes, BECU Investment Services; Amy Fink, BECU Investment Services; Skyler Dompier, BECU Investment Services and presented by Dhamandeep Judge with Columbia Threadneedle Investments.

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

Dates and Locations

Tuesday, February 11, 2020
5:45pm to 7:00pm
Hosted by Michael Dukes and Amy Fink
Register by phone
Register by email

BECU Tukwila Financial Center
Floor 2, Room 210
12770 Gateway Drive
Tukwila, WA 98168

Thursday, March 26, 2020
4:00pm to 5:30pm
Hosted by Skyler Dompier
Register by phone
Register by email

BECU Spokane Home Loan Center
12111 E Mission Ave, Suite A
Spokane Valley, WA 99206

Description

  • Background of Social Security and important terms to understand
  • Changes to the Social Security system
  • Planning strategies to maximize Social Security income
  • Forecast the health and future look of the Social Security system

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.

This material is provided for educational purposes only and should not be construed as investment advice or an offer to buy or sell securities.

*Dhamandeep Judge with Columbia Threadneedle Investments, 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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In-Person Seminar

Retirement Investment Strategies-Managing Your Investments During Retirement

A seminar presented by Kyle Max, BECU Investment Services; Tobias Shiner, BECU Investment Services and Michael Dukes, BECU Investment Services.

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

Date and Location

Thursday, February 20, 2020
2:00pm to 3:00pm
Hosted by Kyle Max

BECU Everett Financial Center
Auditorium B
11127 Evergreen Way
Everett, WA 98204
Register by phone
Register by email

Tuesday, March 10, 2020
5:45pm to 7:00pm
Hosted by Tobias Shiner and Michael Dukes

BECU TukwilaFinancial Center
Floor 2, Room 210
12770 Gateway Drive
Tukwila, WA 98168
Register by phone
Register by email

Description

You've worked hard and made the right decisions about saving for the future. Now make sure you've got everything covered to help you retire comfortably and be sure your savings will last. In Preparing for Retirement webinar, you'll get guidance from a financial professional on how to identify and secure your sources of retirement income, determine how much cash flow you'll need, and anticipate your future medical and income needs.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.

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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In-Person Seminar

Kids and Money - Skills for Surviving and Thriving Seminar

A seminar presented by Amy Fink CRPS®, BECU Investment Services

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

Date

Saturday, February 22, 2020
10:00am to 11:30am
Register by phone
Register by email

Location

BECU Eastside Financial Center
13000 NE 20th Street
Bellevue, WA 98005

Description

We all want our kids to grow up financially secure. That's why teaching them about money starts at home. Learn what you should be discussing with your kids to give them the skills they need to prepare for their financial future.

In this Kids and Money workshop, you'll receive guidance on how to:

  • Spot opportunities for lessons in spending, saving and earning money
  • Talk to your kids about your family's money story
  • Crack the codes on how other parents have successfully taught their kids about financial decisions

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.

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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In-Person Seminar

Medicare Made Clear

A seminar hosted by Mike Rackner, BECU Investment Services and presented by Jamiee Ryan with UnitedHealthcare*.

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

Date

Wednesday February 26, 2020
5:15pm to 6:45pm
Register by phone
Register by email

Location

BECU Tukwila Financial Center
Floor 2, Room 210
12770 Gateway Drive
Tukwila, WA 98168

Description

You have important decisions to make when you become eligible for Medicare. The goal is to help you understand your options and help you feel confident about choosing coverage based on your needs – when you first enroll and every year after. The following will be discussed:

  • Medicare Overview
  • Coverage and Cost
  • Enrollment

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.

*Jamiee Ryan with UnitedHealthcare, 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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In-Person Seminar

Empower the Female Investors

A seminar presented by Kyle Max, BECU Investment Services

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

Date

Thursday, March 19, 2020
2:00pm - 3:00pm
Register by phone
Register by email

Location

BECU Everett Financial Center
Auditorium B
11127 Evergreen Way
Everett, WA 98204

Description

Nearly 1.3 billion women worldwide participate in the workforce and another billion are forecast to enter the global economy in the coming decade1. While women control over $20 trillion of global consumer spending, studies have shown they often lack confidence when it comes to investing2. To help address this issue, Goldman Sachs offers the "EMPOWER the Female Investor Suite", a comprehensive seminar and workshop that seeks to help women gain confidence and take control of their finances.

Sources: 1World Bank and Booz Allen 2016; 2Bloomberg as of June 2017

This material is provided for educational purposes only and should not be construed as investment advice or an offer or solicitation to buy or sell securities.

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

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

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.