Broker Check

Events

We offer a wide variety of educational workshops to empower our members to understand and participate in their future financial success. The workshops are currently being offered virtually via MS Teams.

If you would like to receive email communications about upcoming workshops, please email Investment_workshops@UnifyFCU.com. Please include your name, email address, and the location you are interested in.

For more information call 310-536-5042 or 877-254-9328 option 6.

 

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

Estate Planning Basics: An Overview of the Estate Planning Process

April 21, 2022 4:00p - 5:00p Central Standard Time

Virtually via MS Teams

Estate Planning Basics: An Overview of the Estate Planning Process

April 20, 2022 12:00p - 1:00p Central Standard Time

Virtually via MS Teams

Estate Planning Basics: An Overview of the Estate Planning Process

April 19, 2022 6:00p - 7:00p Central Standard Time

Virtually via MS Teams

Estate Planning Basics: An Overview of the Estate Planning Process

April 14, 2022 11:00a - 12:00p Central Standard Time

Virtually via MS Teams

Estate Planning Basics: An Overview of the Estate Planning Process

April 13, 2022 10:30a - 11:30a Central Standard Time

Virtually via MS Teams

Estate Planning Basics: An Overview of the Estate Planning Process

April 12, 2022 6:15p - 7:15p Central Standard Time

Virtually via MS Teams

Retirement Income Planning

October 27, 2021 12:00p - 1:00p Pacific Standard Time

MS Teams

Retirement income planning is the process of understanding how much income you'll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there's no such thing as a "one size fits all" plan, there are steps you can take to maximize the possibility of a financially secure retirement.

Retirement Income Planning

October 27, 2021 10:00a - 11:00a Pacific Standard Time

MS Teams

Retirement income planning is the process of understanding how much income you'll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there's no such thing as a "one size fits all" plan, there are steps you can take to maximize the possibility of a financially secure retirement.

Retirement Income Planning

October 23, 2021 8:00a - 9:00a Pacific Standard Time

MS Teams

Retirement income planning is the process of understanding how much income you'll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there's no such thing as a "one size fits all" plan, there are steps you can take to maximize the possibility of a financially secure retirement.

Financial Planning Basics

August 28, 2021 8:00a - 9:00a Pacific Standard Time

Virtually via MS Teams

Everyone can benefit from a financial plan that is tailored to individual needs and circumstances. A financial roadmap can motivate you to save money, help you prioritize your financial goals, and improve your overall financial confidence now and in the future.

Financial Planning Basics

August 25, 2021 12:00p - 1:00p Pacific Standard Time

Virtually via MS Teams

Everyone can benefit from a financial plan that is tailored to individual needs and circumstances. A financial roadmap can motivate you to save money, help you prioritize your financial goals, and improve your overall financial confidence now and in the future.

Financial Planning Basics

August 25, 2021 10:00a - 11:00a Pacific Standard Time

Virtually via MS Teams

Everyone can benefit from a financial plan that is tailored to individual needs and circumstances. A financial roadmap can motivate you to save money, help you prioritize your financial goals, and improve your overall financial confidence now and in the future.

Event Registration




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