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.


March Seminars

Date: 3/05/2015
Time: 1:00 PM to 2:00 PM




Patelco Credit Union
Citrus Heights Branch
5499 Sunrise Blvd.
Citrus Heights, CA 95610

Moving Forward On Your Own: A Financial Seminar for Widows & Friends

Widows face unique challenges as they grieve and make important decisions for the next stage in their life. Join us for an informative presentation and discussion about:

  • The impact of grief and emotions
  • The 3 stages of widowhood
  • Avoiding common financial mistakes
  • Next steps to take


Date: 3/17/2015
Time: 5:30 PM to 7:00 PM




Patelco Credit Union Main Branch
124 Second Street.
San Francisco, CA 94105

Retirement Income Planning

Worried you won't have enough money to retire or not sure what steps to take to help ensure a steady income stream? Join us for this seminar on Retirement Income Planning. You'll learn about factors to consider when developing a retirement income plan as well as steps you can take to help build your own plan. Lunch will be served.

Date: 3/18/2015
Time: 5:30 PM to 7:00 PM




Wine Thieves
3401 Mt. Diablo Blvd.
Lafayette, CA 94549

An Introduction to Market Linked Certificates of Deposit

Come to this seminar and learn why Market-Linked Certificates of Deposit may be an investment alternative.

April Seminars

Date: 4/16/2015
Time: 12:00 PM to 1:00 PM




Patelco Credit Union
124 2nd Street
San Francisco, CA 94105

Planning for Long Term Care

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

There are no upcoming webinars currently scheduled.

* 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.

Market-Linked CDs are subject to investment risk and are not suitable for all people. No person should purchase the CDs unless he or she understands and is able to bear the associated liquidity and yield risks.