Tax Basics and What to know for 2020

2020’s many challenges and unique situations could make filing your taxes more complicated this year. In this webinar, we’ll talk about general tax information along with new developments from 2020, including relief programs, unemployment and more. Join us in welcoming Timothy Roscoe Carter, Qualified Tax Expert, as our guest speaker who will be in conversation with Veronica Dangerfield, our financial educator. Patelco Credit Union does not provide tax advice. For such guidance, please consult a qualified tax professional.

Understanding Social Security

Social Security is an important part of your overall retirement income. Learn the basics to better understand how it can fit into your retirement plan.

April 13 & 22 – Building your First Budget (A youth Webinar)

This webinar for teens helps them build a smart budget that covers expenses and still provides funds to buy “fun” things. Attend with your teen to find out how to make and maintain a budget that addresses both needs and wants.


April 14 – Budgeting for Success

Join our latest Budgeting for Success workshop, where we will start by analyzing your past spending then create a spending plan with purpose. Being thoughtful and intentional about how you spend your money can give you freedom and help you achieve your financial goals. Don’t feel limited by your finances — make a plan that will open the possibilities for your future! We will also raffle off 10 gift cards to attendees in recognition of Financial Literacy Month.


April – 28 Raising Money Smart kids in the Age of Self Sufficiency

Whether you’re a born saver or can’t resist the temptation to shop, you can learn to be your child’s guide on their own money-smart journey. To become comfortable with money, your kids need practice. As parents, we can provide them with the money they need to begin practicing early when the stakes are low and when the mistakes aren’t crushing.

You'll learn 3 core money-smart skills your kids need to know, how to set up an allowance that will grow with your child, and tips and tactics that you can use along the way. You'll also find out about how to have difficult conversations in financially stressful times.

Guest Speaker John Lanza is the author of The Art of Allowance: A Short, Practical Guide to Raising Money-Smart, Money-Empowered Kids, host of The Art of Allowance podcast, and creator of The Art of Allowance Project featuring The Money Mammals — a nationwide program for credit unions that helps parents raise money-smart kids. An expert on youth financial literacy, John and his programs have appeared in The New York Times, LA Times, The Wall Street Journal, and The His & Her Money Show.


May 11 & 20 – Financial First Aid

A financial crisis can throw even the best money management plan into chaos. This webinar focuses on ways to gain control of a crisis. Participants will learn about financial assessments, expense prioritization, and effective negotiation with creditors.


May 12 – Paying Off Debt

Paying off debt is a steppingstone to maintaining and achieving financial wellness. This webinar will provide practical tactics you can start using right away, whether you’re working hard to make ends meet or looking to take advantage of low interest rates to refinance a car or a house.


May 26 – Understanding Credit

Thinking about how the financial decisions you make today may impact your credit in the future? Join us for an interactive workshop where we will discuss how to use credit wisely and why it’s more important than ever to monitor your credit report.


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