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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 Efficiency In Investing Workshop
    Tuesday | April 12 | 6:30 PM

    Hosted by Allegacy Investment Group / CFS*

    You’ve worked hard and smart to reach a level of income that can provide the financial security you desire. One unfortunate consequence is that you pay more in taxes. But you have more control over your taxes than you might think.

    • The Tax Landscape
    • The Impact of Taxes on High Income Earners
    • Deferring Investment Income
    • Benefits of Tax Deferral
    • Reducing Taxable Income and Tax Liability
    • Controlling When You Receive Income
     

    *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 19 | 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.

  • RegisterRetirement Planning Workshop
    Tuesday | June 21 | 6:30 PM

    Hosted by Allegacy Investment Group / CFS*

    It’s a Numbers Game. It’s about the “Cash Flow” not the “Cash Pile”. As you begin to transition from the saving phase of retirement planning to the income phase, there are some critical issues to consider. We invite you to join us for a valuable educational workshop where you will uncover strategies to help achieve and maintain security in retirement.

    *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.

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.

 

 

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