Take the next step to level up your savings game!
Arizona State Treasurer Kimberly Yee will join us to share how to prioritize between short-term savings, retirement savings, and education 529 savings plans.
In this webinar, you'll learn: 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.
This free educational Medicare Webinar will help you learn about the upcoming Medicare Annual Enrollment Period (AEP) and what you need to do to be prepared. AEP runs from October 15th to December 7th. Choose a date below and register today!
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.
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.
Learn the ways a mortgage refi can save you money, as well as when a mortgage refi may not be the best idea.
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.
Take a realistic look at debt consolidation. We'll chat about pros, cons, and who it might be right for.
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.
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.
If you're trying to pay off debt, either one of these strategies is going to make faster progress than those minimum payments!
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.
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.
Learn the basics of investing and the different types of investments you should consider.
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.
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.