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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

  • RegisterEstate Planning Workshop
    Tuesday | April 14 | 6:30 PM

    Hosted by Allegacy Investment Group / CFS*

    Learn more about why you need estate planning, ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended

    *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.

  • RegisterWomen & Finance Workshop
    Tuesday | May 5 | 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.

  • RegisterBuying or Building Your Own Home Workshop
    Thursday | May 21 | 6:00 PM

    We'll cover Home Buying Tips & Checklists, discuss the structure of Construction Loans, selecting a Lender, the Credit Approval Process and more. You'll learn how much you can afford, look at different Mortgage Loan examples and get advice on selecting a realtor and attorney. A question and answer period follows each workshop so you can have your individual questions answered.

For Businesses

  • RegisterWEBINAR | ACA – Tracking Full-Time, Variable-Hour and Seasonal Employee Basics
    Wednesday | April 1 | 1:00 PM

    Hosted by Allegacy Benefit Solutions

    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.

  • RegisterWEBINAR | Reporting Full-Time Employee Hours using IRS Form 1095-C
    Wednesday | April 22 | 1:00 PM

    Hosted by Allegacy Benefit Solutions

    Beginning in 2014, Applicable Large Employers are required to track employee hours using form 1095-C, Employer-Provided Health Insurance Offer and Coverage on all full-time employees to avoid large employer penalties. This webinar covers the basics of completing the 1095-C including codes to report offer of coverage, employee share of lowest cost monthly premium for self-only minimum value coverage, and employer Section 4980H safe-harbor codes. This webinar illustrates how to apply these codes using an employee’s measurement, stability, and administrative periods as outlined in IRS guidance. Participants should have a fundamental knowledge of how to track employee hours using measurement, stability, and administrative periods.

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

  • RegisterWEBINAR | Health Savings Account Basics for Employers
    Wednesday | May 13 | 1:00 PM

    Hosted by Allegacy Benefit Solutions

    Health Savings Accounts (HSAs) are special tax-advantaged saving account that allows individuals to save for future health care expenses. This webinar explains what employers need to know about High Deductible Health Plans (HDHPs) that are required to allow employees to open HSA accounts.

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

 

 

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