Wills and Trusts Workshop (Guest Webinar)
May 5 at 1:00 PM or May 7 at 11:00 AM | 60 MINUTES
We are excited to announce that Copper State Credit Union has partnered with Credit Union Financial Network Wills & Trusts Document Preparation to provide estate planning services to our members! Have you thought about: What if something happens to me? Are my loved ones protected? Join our virtual workshop to learn more.
Easy + Empowered Budgeting in 4 Simple Steps
MAY 13, 2021 at 7:00 PM | ZOOM | 45 MINUTES
Financial freedom starts with a plan. Our simple budget plan gets you there in 4 steps. Learning how to budget has never been so easy!
The Savvy Investor's Weekly Market Watch
May 19 at 12:00 PM | FB LIVE | 15 MINUTES
Tune in for a mid-week stock market update. Financial advisor experts provide tips and insights on market trends in an easy-to-digest format. Reserve your spot below!
Ask Our Experts: What To Do If Identity Theft Happens to You
MAY 25, 2021 at 5:30 PM | FB LIVE | 30 MINUTES
What should you do if your identity has been stolen? Know the exact action steps to take. Our Compliance and Risk Manager Charles J. will share expert insight so that you are prepared.
The Savvy Investor's Market Watch
Every Other Wednesday | 12:00 PM | Facebook Live
Tune in for a mid-week stock market update. Financial advisor experts provide tips and insights on market trends in an easy-to-digest format.
Wills & Trusts Workshop CU Financial Network
Friday, May 7 at 11:00 AM
We are excited to announce that Copper State Credit Union has partnered with Credit Union Financial Network Wills & Trusts Document Preparation to provide estate planning services to our members! Have you thought about: What if something happens to me? Are my loved ones protected? Join our virtual workshop to learn more.
Easy + Empowered Budgeting in 4 Simple Steps
Thursday, May 13, 2021 at 7:00 PM | Zoom
Financial freedom starts with a plan. Our simple budget plan gets you there in 4 steps. Learning how to budget has never been so easy!
Don't miss out, register now!
Save your seat now!
Ask Our Experts: What To Do If
Identity Theft Happens To You?
Tuesday | 5:30 PM | Facebook Live
What should you do if your identity has been stolen? Know the exact action steps to take. Our Compliance and Risk Manager Charles J. will share expert insights so that you can be prepared and empowered to restore your identity. Leave with a free download - Restore Your Identity: An ID Theft Checklist.
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On-Demand Webinars
Previous Webinar Recordings
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
Ask Our Experts: Arizona Home Buying Trends 2021
Chief Lending Officer Greg R. shares his predictions for the Arizona housing market and gives his best advice for homebuyers in Arizona.
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.
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.
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