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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

  • RegisterBuying or Building Your Own Home Workshop
    Thursday | August 20 | 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: Defining Large Employers & Penalties Basics
    Wednesday | August 19 | 10:00 AM

    Hosted by Allegacy Benefit Solutions

    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 minimum requirements (Minimum Essential Coverage, 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.



Allegacy is federally insured by NCUA and is an Equal Housing Lender. © 2015 Allegacy Federal Credit Union
Equal Housing Lender NCUA