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.


May Seminars

Date: Tues. 5/5/2015
Time: 6:00 PM to 7:30 PM




Patelco Credit Union Headquarters
5050 Hopyard Road,
4th Floor 
Pleasanton, CA 94588

Social Security 2015

When and how should you take your Social Security 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.

This complimentary workshop will educate you on the many situations involved in claiming Social Security, including:

  • When to claim Social Security benefits
  • Estimating future Social Security retirement benefits
  • Survivor benefits for your family
  • Receiving Social Security disability benefits

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.