Educational Seminars & Webinars

Educational Seminars

Patelco frequently holds educational seminars at various local branches and meeting places as well as on the web. Browse our onsite seminars or webinars below. See one you would be interested in attending? Then let us know you'll be coming by filling out and submitting the short registration form below or contact us at 800.358.8228 ext. 3850.

And be sure to check out our webinar archive if you happen to miss one. You can review webinars at any time from the comfort of your home.

 

April Seminars

Date: 4/15/2014
Time: 12:00 PM to 1:00 PM
Where:

SF Main Branch
124 Second Street
San Francisco, CA. 94105

Planning for Long Term Care: Protecting Your Life Savings

Every year, many Americans are burdened by the need to pay for long-term care. But here's some good news. With proper planning, you may be able to avoid having this happen to you. Please join us for this informative educational workshop and find out what you need to know to properly plan. Attendees receive a complimentary health care planning guide.

April Webinars

Date(s): 4/02/2014
Starts: 12:00 PM
Ends: 1:00 PM

What You Need To Know About Long-Term Care & How To Plan For The Cost

Every year, many Americans are burdened by the need to pay for long-term care. But here's some good news. With proper planning, you may be able to avoid having this happen to you. Please join us for this informative educational workshop and find out what you need to know to properly plan. Attendees receive a complimentary health care planning guide.

Register for this webinar  or call 925.598.3850

Date(s): 4/09/2014
Starts: 12:00 PM
Ends: 1:00 PM

Managing Health Care Expenses In Retirement - What Baby Boomers Need to Know About Medicare

Fifty-seven percent of baby boomers said they had a "poor understanding" (31%) or know "almost nothing" (26%) about Medicare, according to a recent survey by Bankers Trust (2012). Three-quarters of boomers (72%) did not know that most Americans on Medicare pay premiums, copays, and deductibles. One in seven thought Medicare was free. Only 14% knew that Medicare does not cover long-term care.

A health care crisis is looming in this country, and it is essential for baby boomers to understand what they need to do to prepare for it financially.

This educational workshop will cover the following:

  • How Medicare enrollment periods work — and what you need to do to avoid late-enrollment penalties
  • How much you can expect to pay in health care costs after going onto Medicare
  • How Medicare works with private insurance to provide comprehensive coverage
  • Why most people pay too much for private insurance and how you can avoid excess costs
  • Why you should plan for higher health care costs in retirement — including the possibility of needing long-term care

This workshop is purely educational. No specific insurance or investment products will be discussed.

Register for this webinar  or call 925.598.3850

Date(s): 4/16/2014
Starts: 12:00 PM
Ends: 1:00 PM

How to Get Rollover Ready - Use the 10-Step Rollover Ready Checklist to Get Ready for Your Greatest Adventure Yet!

We will discuss you through your options for retirement rollovers - how to get ready with the funds you have growing in your 401k and other retirement accounts. We will step you through your options and help you understand the consequences of certain decisions. We will also introduce you to the 10-Step Rollover Ready Checklist on how to get your retirement assets ready for retirement.

Register for this webinar  or call 925.598.3850

Date(s): 4/17/2014
Starts: 12:00 PM
Ends: 1:00 PM

Planning for Long Term Care: Protecting Your Life Savings

Every year, many Americans are burdened by the need to pay for long-term care. But here's some good news. With proper planning, you may be able to avoid having this happen to you. Please join us for this informative educational workshop and find out what you need to know to properly plan. Attendees receive a complimentary health care planning guide.

Register for this webinar  or call 925.598.3850

Date(s): 4/23/2014
Starts: 12:00 PM
Ends: 1:00 PM

Retirement Planning Basics and Retirement Plans

If you were going to drive across country, you wouldn't just get into your car and start driving, would you? Of course not. You'd map out your trip and spend time packing and preparing. Nevertheless, a remarkable number of people don't take the time to map out the 30 years or more that it can realistically take to achieve their retirement goals.

We're going to spend time during this presentation talking about how you go about establishing a plan for retirement. It may help if you think of retirement as a destination, and your plan as a roadmap that will get you there. In constructing the roadmap, we'll talk about why it's so important that you start planning now.

We'll help you think about the answers to some basic questions: What kind of retirement lifestyle do you want? When do you want to retire? How long do you expect retirement to last?

We'll also talk about how to come up with an investment plan by crunching some numbers, the role of tax-advantaged retirement vehicles, annuities, some general investment considerations, how you can protect your plan against undue risk, and finally, plan implementation. At the end, if you connect the dots, you have your roadmap.

Register for this webinar  or call 925.598.3850

May Webinars

Date(s): 5/7/2014
Starts: 12:00 PM
Ends: 1:00 PM

Social Security- When Should You Start Receiving Retirement Benefits?

Of course, sometimes the answer is simple. You may have to take Social Security benefits as early as possible if you need Social Security income right away to meet day-to-day living expenses, perhaps because of illness, disability, or unemployment. But if that's not the case--if you have other sources of retirement income or you want to continue working, for example, you'll want to take the time to make an informed, well-reasoned decision about your Social Security benefits.

Register for this webinar  or call 925.598.3850

Date(s): 5/14/2014
Starts: 12:00 PM
Ends: 1:00 PM

Affordable Health Care Act (Obamacare): How Will It Affect You, Your Family, and Your Business?

The Patient Protection and Affordable Care Act, also known as Obamacare, has ushered in sweeping changes in 2014. Do you know how these changes will affect you? Learn the important highlights of this vast new law and which parts will directly affect you, your family, and your business.

Register for this webinar  or call 925.598.3850

Missed a particular webinar? Below is our archive for past webinars.

Webinar Archive

Insurance

Planning For Long Term Care

Long-term care insurance isn’t confined to the elderly. Life has a way of surprising us at any age. All the more reason to investigate this important coverage now! It will no longer be a mystery when you attend our workshop this month as we explore different types of long-term care coverage, who needs it and how you qualify for coverage.

Affordable Health Care Act (Obamacare)

How Will It Affect You, Your Family, and Your Business?

April 3, 2013 – Elements of Life

How Life Insurance Can Help Your Achieve Your Financial Goals

Financial Planning

Financial Planning Basics

In this webinar, learn the basics of financial planning.

Estate Planning Basics

Estate planning is not just for the wealthy. Making sure that one’s assets are distributed according to their wishes cuts across most income levels. With all of the discussion about estate taxes doesn’t it make sense to get the answers to your questions now? Attend our workshop this month to learn about the basics of estate planning and wealth transfer.

How to Successfully Use the Patelco InvestDaily Service to Reach Your Financial Goals

Patelco has introduced InvestDaily, a new service for members who are new to investing in mutual funds and for those more experienced investors looking for a lower cost way to invest smaller dollar amounts. This webinar will clearly explain how to navigate the InvestDaily web site as well as how to select mutual funds for your specific financial goals whether it’s saving for a new car, a down payment on a house, a vacation or to supplement your retirement savings. Please join us for this informative webinar!

How to Get Rollover Ready

Use the 10-Step Rollover Ready Checklist to Get Ready for Your Greatest Adventure Yet.

April 2, 2013 – Your Money Matters

Investing Basics.

Roth IRA Conversions

What’s New for 2013.

Retirement Planning

Retirement Analyzer

Using Retirement Analyzer to Help Solve the Retirement Income Gap!

“Your Money Matters”

With Patelco Financial Advisor Jay Long discussing, “Seven Resolutions to Get Your Nest Egg in Shape”

Retirement Plans & Rollovers

What you need to know before you retire.

"Your Money Matters" – Retirement Income and Rollovers

Early retirement, delayed retirement, pensions, 401ks, rollovers, Roth IRAs. What do these things mean to your retirement plans? In this webinar you will hear about the most common mistakes members make when it comes to retirement planning and how to avoid them as well as answer your specific questions about the alphabet soup of terms and topics relating to retirement plans and rollovers.

Are You Ready to Roll? Custom Design Your Rollover Strategy

There are a number of options for employees looking to roll over their retirement plan balance due to a job change or retirement. Our panel of experts discuss different strategies and the thought process that needs to go into making these important decisions.

Retirement Income Planning

Your Money Matters – Topic: Retirement Income with Financial Advisor Jane Krueger.

Now What? Making Sense of Your Retirement Options

You have been given some choices regarding early separation from your employer but which one makes the most sense for you? There is no one-size-fits-all solution to making important decisions about how to handle an early separation from your employer. This webinar discusses the pros and cons of ESRO, ERB, in-service withdrawals, rollovers, and partial rollovers.

Can you afford to retire?

We hear this question on TV commercials as well as in print and social media. What does it really mean to you? Your retirement “number” is as unique as your fingerprints. Our Patelco Financial Advisors utilize a tool called Retirement Analyzer to provide you with a game plan for your retirement. This webinar will demonstrate how this great new tool will help you identify the “Retirement Income Gap” and design a plan for you to enjoy the retirement of your dreams.

Social Security - When should you start receiving retirement benefits?

As important as your decision is, there’s no one-size-fits-all answer. It’s a personal decision that must be made based on your unique circumstances. Of course, sometimes the answer is simple. You may have to take Social Security benefits as early as possible if you need Social Security income right away to meet day-to-day living expenses, perhaps because of illness, disability, or unemployment. But if that’s not the case--if you have other sources of retirement income or you want to continue working, for example, you’ll want to take the time to make an informed, well-reasoned decision about your Social Security benefits. Attendees will receive a free Social Security analysis upon request.

Managing Health Care Expenses in Retirement - What Baby Boomers Need to Know About Medicare and Long-Term Care

This educational workshop will cover the following:

  • How Medicare enrollment periods work — and what you need to do to avoid late-enrollment penalties
  • How much you can expect to pay in health care costs after going onto Medicare
  • Why most people pay too much for private insurance and how you can avoid excess costs
  • Why you must plan for higher health care costs in retirement — including the possibility of needing long-term care

This workshop is purely educational. No specific insurance or investment products will be discussed.



* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Patelco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.