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.

July 13 & 22 – Safeguarding Kids’ Identity and Online Privacy

Today’s youth are tech-savvy and connected online. More than ever, parents need to play a role in helping them avoid online hazards such as identity theft, privacy, and cyberbullying. This workshop covers those important issues, including managing computer settings, key facts about smartphone apps, and encouraging positive online behavior.


July 14 - Budgeting for Success

Join our latest Budgeting for Success workshop, where we will start by analyzing your past spending and 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.


July 28 - Purchasing a Home

Are you considering becoming a homeowner? Do you want to know what type of loan products are available? Buying a home is a significant milestone in a financial journey, and education is the key to determining if you are ready to be a homeowner. Patelco is offering this free first-time homebuyer webinar hosted by our seasoned mortgage professional Nicole Poole.


August 10 & 19 – The Sandwich Generation:  Taking Care of Kids and Parents

The Sandwich Generation is positioned in the middle, caring for aging parents while also supporting their own children. In this webinar, you'll learn how to manage parents’ medical, legal, and financial needs while ensuring you stay financially prepared for your kids’ future.


August 11 - Paying Off Debt

Paying off your debt is a stepping-stone on the journey towards greater financial wellness. This webinar will provide practical tactics that 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 your car or your home.


August 25 - Understanding Credit

If you’re thinking about how the financial decisions you make today may impact your credit in the future, then this interactive workshop is for you. Join us as we discuss how to use your credit wisely, and why it’s more important than ever to monitor your credit report.


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