Free Monthly Workshops
We are committed to helping individuals, families and businesses in our community understand and manage your finances in order to live a more prosperous and fulfilling life. Our monthly workshops feature speakers from our Certified Financial Coaches and our California Coast Financial Services partners. We encourage you to share the events with your family and friends that could benefit from these informative and free opportunities.
2025 December Webinar
When is Life Insurance Right for You?
December 10, 2025 at 12PM
Discover why life insurance is a cornerstone of financial security and peace of mind. Learn about the different types of policies, their costs, and how to choose coverage that fits your unique goals. Gain insights from trusted professionals to navigate complexities and make informed decisions for your future.
Presented by: John E. Wheatley, CLF Consumer Insurance Solutions Specialist, National Accounts at TruStage
Disclaimer: The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourages you to do your own due diligence when making decisions regarding your financial management.
Upcoming Webinars
December Webinar
When is Life Insurance Right for You?
December 10, 2025 at 12PM
Discover why life insurance is a cornerstone of financial security and peace of mind. Learn about the different types of policies, their costs, and how to choose coverage that fits your unique goals. Gain insights from trusted professionals to navigate complexities and make informed decisions for your future.
Disclaimer: The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourages you to do your own due diligence when making decisions regarding your financial management.
Presented by: John E. Wheatley, CLF Consumer Insurance Solutions Specialist, National Accounts at TruStage
January Webinar
TBA
- Protecting Your Credit with an Emergency Payment Strategy
- Budgeting for the "New Norm"
- 5 Steps to Dealing with Debt
- 7 Things to do Before you Retire
and more...
Check back every month for new video webinars discussing various financial topics designed with you in mind.
Workshop FAQs
No! Our workshops and webinars are open to anyone who wants to attend. Our mission is to provide our members, their families and the community with free financial advice and these events are very popular with members and non-members. We just ask that you please reserve a spot by registering online.
Yes! We understand not everyone is able to attend the workshop in person or the webinar live at the scheduled time. We upload all of our recorded workshops on our YouTube channel for you to watch at a later date.
