Event Listing

Free Event
Market and Economic Update

CalendarJuly 23, 2025

Time5:30pm PT

The past few years have brought significant challenges, and with the economy continuing to shift, many are left navigating uncertainty. Global events have had a profound impact on financial markets, interest rates, inflation, and overall economic stability. Yet, even in uncertain times, there are opportunities to manage risk and stay on track toward financial wellness.

Join us for an insightful discussion on inflation, the current market landscape, and the outlook for the U.S. and global economies. Learn strategies to help you navigate 2025 and beyond with confidence.

Our featured speaker, Breanna Ellsworth, Client Portfolio Manager at Martin Currie1, will share her perspective on what lies ahead and how to position yourself for financial resilience. Breanna is a Client Portfolio Manager at Martin Currie, a CFA Charter holder, and member of the CFA Institute and CFA Society Chicago. She earned her BBA in Finance, Investment and Banking at the University of Wisconsin-Madison.

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Free Event
Smart & Safe: Protecting Yourself Against Fraud

CalendarApril 23, 2025

Time5:30pm PT

Financial fraud is becoming more sophisticated, especially for seniors, who are often targeted. Join our webinar to learn practical ways to protect yourself and your loved ones and discover the tools Patelco uses to guard against scams and financial exploitation.

Veronica Dangerfield will be joined by Jennifer Mink, Director of Member Experience and Financial Wellbeing at Patelco. With 30 years of experience, Jennifer is a passionate advocate for preventing elder financial abuse and a recognized expert on scams targeting seniors. She also spearheaded Patelco’s Trusted Contact Program, making Patelco one of the first credit unions in the U.S. to offer this service.

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1 Breanna Ellsworth is not affiliated with LPL Financial, Patelco Credit Union, or Patelco Financial Solutions.