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Ask Our Experts: How To Assess Your Business Growth Opportunities Before 2022

Our business lending manager David will join us to discuss what you need to have in place before you consider growing your small business.

September 15, 2021 | 5:00PM | ZOOM

Register Here:

Do You Need an IRA Rollover? Our Expert Advisor Shares 4 Clear Options

Tony shares the realities of job changes and why we end up having multiple retirement accounts, as well as the 4 options you have for handling them.

September 21, 2021 | 1:00PM | ZOOM

Register Here:

How to Prioritize Your Savings Plan:

Short-Term vs. Retirement vs.
529 Education Savings

Arizona State Treasurer Kimberly Yee is our special guest for this webinar. She'll share how to level up your savings game and balance short-term savings, retirement savings, and education 529 savings plans.

September 22, 2021 | 1:00PM | ZOOM

Register Here:

Medicare Workshop

Credit Union Members - Don’t miss out! You are invited to attend a free educational Medicare Webinar to help you learn about the upcoming Medicare Annual Enrollment Period (AEP). You will learn the things you can and cannot do during AEP and we will help you learn what you need to do to be prepared. AEP runs from October 15th to December 7th. Choose a date below and register today! Seats are limited.

Register for Medicare Workshop on 9/28 at 5PM
Register for Medicare Workshop on 9/30 at 11:30AM
Watch Anytime Anywhere:

On-Demand Webinars

March 2021
What Can A Mortgage Refi Do For You?

Learn the ways a mortgage refi can save you money, as well as when a mortgage refi may not be the best idea.

March 2021
Save & Simplify When You Buy a House

You'll learn five key ways to save along with three smart tips to simplify your home buying experience. We'll also share AZ homebuying case study David and Julita's recent experience buying a home in Glendale, AZ.

February 2021
Smart Debt Consolidation Plan for Anyone Under 50

Take a realistic look at debt consolidation. We'll chat about pros, cons, and who it might be right for. 

February 2021
Ask Our Experts: What's the Secret to a Good Credit Score?

Our VP of Lending, Russ, shares his experience looking at tens of thousands of credit reports over his career. He shares what's most important to do and not to do when it comes to your credit.

February 2021
Help! I'm in College & Don't Have a Budget

College is such an in-between time for your finances. Don't stress - instead, tune in for money saving tips plus learn the simple steps you need to make a workable college budget.

January 2021
How To Pay Off Debt - Top 2 Strategies

If you're trying to pay off debt,  either one of these strategies is going to make faster progress than those minimum payments!

October 2020
Easy + Empowered Budgeting in 4 Simple Steps

All it takes is four simple steps on how to create a budget that works! We'll walk you through the process and empower you to reach financial freedom.

April 2021
DIY Budget Spring Cleaning

This straightforward webinar shares how to clean up your finances by completing individual tasks - whether you only have 10 minutes, 30 minutes, or a few hours to spare.

April 2021
Beginner's Guide to Investing with Financial Advisor Ryan Graham

Learn the basics of investing and the different types of investments you should consider. 

May 2021
Ask Our Experts - Identity Theft: What To Do When It Happens To You

None of us expect to have our identities stolen, but if you do, you'll want to know what to do next. Tune in for advice on prevention as well as steps to take.

August 2021
Ask Our Experts: How To Win at Salary Negotiation

Find out why it's so difficult to have this conversation at work, and what you can do to be prepared for it. Our Chief Marketing Officer Jenn shares her insights.

Some webinars are brought to you in partnership with Copper State Wealth Management. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through PFG Advisors. Copper State Wealth Management, Copper State Credit Union, and PFG Advisors are separate entities. Securities America and its representatives do not provide tax or legal advice. Not NCUA Insured. No Credit Union Guarantee. May Lose Value.