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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

  • RegisterTax Planning Workshop
    Tuesday | September 9 | 6:30 PM

    Hosted by Allegacy Investment Group / CFS*

    *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. Blanco Tackabery & Matamoros is not affiliated with CFS.

  • RegisterHome Buying Workshop
    Wednesday | September 17 | 6:00 PM

    There are as many different mortgages as there are homes on the market. We'll help you learn to find the right one for you.

  • RegisterHome Buying Workshop
    Wednesday | November 19 | 6:00 PM

    There are as many different mortgages as there are homes on the market. We'll help you learn to find the right one for you.

For Businesses

  • There are no Allegacy workshops being offered at this time. Please check back soon, or visit CFSFC.org for financial education classes offered by The Center for Smart Financial Choices.

 

*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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