We know life can get busy, but we’re here to help. We’ve created virtual “We Help You Do” workshops on a variety of topics. Our virtual workshops are intended to help educate, influence, and support families, local business and everyone in between. We’re excited to host guest speakers who will provide valuable tips and real-life experiences on important topics such as home ownership, financial wellness, credit reporting, retirement planning, and more.

CEO Panel: Pandemic Success Strategies

Meet your regional CEOs and get ready to be inspired! Hear from business leaders about the experiences they have encountered and strategies learned amidst the pandemic while thriving during challenging times.

• Thursday, May 6, 2021
• 4 p.m. - 5:30 p.m.
• Location: Virtually via Zoom
• Register via Eventbrite

Topics covered include:

• Leadership during challenging times
• Strategies learned amidst the pandemic
• Building resilient organizations

Featured Leaders:

• Dave Brooke, MyPoint Credit Union, President & CEO
• Mark Cafferty, San Diego Regional EDC, President & CEO
• Hasan Ikhrata, SANDAG, Executive Director
• George Pla, Cordoba Corporation, CEO
• Elizabeth Schott, Accessity, CEO

Register today for this free event!

Once registered, here's what you will need to join the Zoom Webinar:

Zoom Link
Meeting ID: 993 4279 1272
Passcode: 396410
By phone: 1-669-900-6833



 

Retirement Plan Rollover Options

Have you had a recent job change? Not sure what to do with your 401k?

Now is the perfect time to look at rollover options.

Join us in learning how you can make informed decisions, rollover old 401k/s, and consolidate your retirement accounts.

• Date: Monday, May 10, 2021
• Time: 2:30 pm, PST
• Presenter: Rick Hoskins, CFS* Financial Advisor 

Click here to register, space is limited!

*Non-deposit investment products and services are offered through CUSO Financial Services, L..P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
 

In addition to our workshops, our experienced staff are available to help you navigate your finances, apply for loans, access your funds, and even share a laugh! Schedule an appointment with one of our team members.