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Throughout the year, Allegacy conducts free workshops and webinars in an effort to help individuals and business owners deepen their understanding of specific financial matters. We offer something for everyone, with topics that include Estate and Investment Planning, Benefits Administration, Identity Theft Prevention, Auto Buying and the ever-popular Homebuyer's workshop. Upcoming workshops are always being added to the schedule, and the topics we cover are continuing to expand. Check back often to get details on a workshop that interests you.

All on-site workshops are held in the Financial Learning Room at Allegacy's Headquarters, located at 1691 Westbrook Plaza Drive, unless otherwise noted. Instructions for joining webinars will be sent via email after registration has been completed.

For Individuals

For Businesses

  • RegisterACA - Is Group or Individual Health Insurance Right for Your Small Business?
    WEBINAR | Wednesday, April 30 | 9:00 AM

    Hosted by JBA Benefits, a subsidiary of Allegacy

    The Affordable Care Act is fundamentally changing the landscape of health insurance for both individuals and small employers. In this webinar we will discuss the basics of ACA compliant small group health plans and individual health plans available through the health insurance marketplace (Healthcare.gov). We will also examine the benefits of having an employer-sponsored group health plan plus explain the potential financial implications for employees who may qualify for government subsidies and for those who do not.

    Instructions for joining the webinar will be sent to you via email after you register.

  • RegisterWhat Small Business Owners Need to Know
    WEBINAR | Wednesday, May 7 | 1:00 PM

    Hosted by JBA Benefits, a subsidiary of Allegacy

    Beginning January 1, 2015, employers are required to comply with the Employer Shared Responsibility requirements in the Affordable Care Act (ACA). Small employers will not be subject to the same tax penalties as large employers but must still comply with many of the same requirements. This webinar will provide an overview of these requirements including the Small Business Tax Credit, Small Business Health Options Program (SHOP), counting full-time and full-time equivalent employees, IRS control group rules, minimum value and affordability requirements, and strategies for offering health coverage and other benefits. This webinar includes new guidance from the IRS.

    Instructions for joining the webinar will be sent to you via email after you register.

  • RegisterTracking Full-Time, Variable-Hour and Seasonal Employees Basics
    WEBINAR | Wednesday, May 21 | 1:00 PM

    Hosted by JBA Benefits, a subsidiary of Allegacy

    Beginning in 2014 the Employer Shared Responsibility provisions of the Affordable Care Act (ACA) and IRS guidance defines what a full-time, variable-hour, and seasonal employee is under the law. IRS guidance has set standards for tracking employee hours for the purposes of determining if you are a large employer and for offering health coverage to full-time employees. In this webinar we will discuss how to measure employee hours using three new time periods (measurement, administrative, and stability periods) plus how to use the IRS safe-harbor look-back measurement method to help employers determine when to offer health coverage to avoid potential IRS and DOL penalties. This webinar includes new guidance from the IRS.

    Instructions for joining the webinar will be sent to you via email after you register.

  • RegisterEmployer Notification & Reporting Basics
    WEBINAR | Wednesday, June 4 | 1:00 PM

    Hosted by JBA Benefits, a subsidiary of Allegacy

    Beginning in 2016 the Employer Shared Responsibility provisions of the Affordable Care Act (ACA) requires that large employers report information to federal agencies about minimum essential coverage offered to their employees including employee specific data and coverage status by month. In this webinar we will discuss how large employers can prepare to be compliant by January 2015 and beyond. We will also discuss employer notifications to employees concerning health coverage options and other required notices concerning employer provided health coverage.

    Instructions for joining the webinar will be sent to you via email after you register.

 

*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. Allegacy Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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