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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

  • RegisterDefining Large Employers & Penalties Basics
    WEBINAR | Wednesday | August 6 | 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) defines what a large employer is for purposes of offering health coverage and potential employer penalties also known as the “Play or Pay” rules. In this webinar we will discuss methods used to determine if you are a large employer including how to count full-time and full-time-equivalent employees, IRS control group rules, and the requirement to offer coverage to full-time employees and their dependents. We will also discuss potential IRS penalties for not offering health coverage to full-time employees or for offering health coverage that does not meet two federal requirements (60% Minimum Value and 9.5% Affordability). In addition, we will discuss strategies on how to limit your penalties as an employer. This webinar includes new guidance on transition rules 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 | August 13 | 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 sets standards for tracking employee hours for the purposes of determining if you are a large employer in 2015 and for offering health coverage to full-time employees. In this webinar we will discuss how to group employees into categories and how to measure employee hours using three new time periods (measurement, administrative, and stability) 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 Reporting & Notification Basics
    WEBINAR | Wednesday | August 27 | 1:00 PM

    Hosted by JBA Benefits, a subsidiary of Allegacy

    Beginning in 2015 the Employer Shared Responsibility provisions of the Affordable Care Act (ACA) IRS Section 6056 requires that applicable large employers file annual reports detailing information about the health coverage provided to full-time employees. In this webinar we will discuss what types of employee and employer information is required and how it is reported as well as the simplified alternative reporting method. We will also discuss employer notifications to employees concerning health coverage options and the annual statement to employees describing their health benefits.

    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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