Events & Workshops
Basics of Personal Finance
Tuesday, December 8th | 10:30 AM to 11:30 AMOnline Webinar by BALANCE
From managing daily expenses to investing for retirement, this session helps participants set personal finance goals, learn the basics of smart money management, and build a solid financial foundation for the future.
The Social Side of Retirement
Tuesday, December 15th | 12:00 PM to 1:15 PMOnline Webinar by MassMutual
Did you know that you don't have to take your Social Security retirement benefits at age 62? Or even when you stop working? You can defer your Social Security retirement benefits until you’re 70. And there are good reasons why you may want to do exactly that. Now more than ever, it’s important for you to know how to get the most from your Social Security.
- Learn about the history and future of Social Security.
- The best way to understand and utilize your retirement benefits.
- How to use the Social Security Retirement Estimator and other online tools.
- The impacts of different filing strategies.
Join us for this complimentary, informative event. Your friends and family are welcome to attend.
NOT A BANK OR CREDIT UNION DEPOSIT OR OBLIGATION * NOT FDIC OR NCUA-INSURED * NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY * NOT GUARANTEED BY ANY BANK OR CREDIT UNION MAY GO DOWN IN VALUE
Securities and investment advisory services offered through registered representatives of MML Investors Services, LLC, Member SIPC (www.SIPC.org) OSJ Office: 3003 Oak Road Suite 250 Walnut Creek, CA 94597. (925) 979-2300. Zhou CA Insurance License #0182620. San Francisco Federal Credit Union is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. This is event is intended for individuals in: CA. By joining this event, you are consenting to being recorded. CRN202210-273458
Basics of Personal Finance
Thursday, December 17th | 5:30 PM to 6:30 PMOnline Webinar by BALANCE
From managing daily expenses to investing for retirement, this session helps participants set personal finance goals, learn the basics of smart money management, and build a solid financial foundation for the future.
Credit Card Makeover: Getting Out of Debt
Tuesday, January 12th | 10:30 AM to 11:30 AMOnline Webinar by BALANCE
Credit cards can be a great financial tool, but for some, can lead to debt and financial trouble. This session provides an overview of credit card usage, warning signs of credit issues, and options for debt management and reconstructing existing credit.
Credit Card Makeover: Getting Out of Debt
Thursday, January 21st | 6:30 PM to 7:30 PMOnline Webinar by BALANCE
Credit cards can be a great financial tool, but for some, can lead to debt and financial trouble. This session provides an overview of credit card usage, warning signs of credit issues, and options for debt management and reconstructing existing credit.
