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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

  • RegisterWomen & Finance
    Tuesday | November 10 | 6:30 PM

    Hosted by Allegacy Investment Group / CFS*

    • 5 Money Tips to Share with Your Daughter
    • Retirement Plan Checklist
    • Ways to Become Financially Savvy


    *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 | November 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.

For Businesses

  • RegisterWEBINAR | ACA – Individual Health Insurance
    What Employers Need to Know

    Thursday | October 15 | 10:00 AM

    Hosted by Allegacy Benefit Solutions

    With federal and state regulations around health insurance constantly changing, it can be tough to know what the rules are around individual health insurance plans. Whether you currently offer group insurance or not, this webinar will address the complexities employees and their dependents face when looking at individual health insurance options. Know what you can and cannot do as an employer.

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

  • RegisterWEBINAR | Medicare 101
    Thursday | December 17 | 10:00 AM

    Hosted by Allegacy Benefit Solutions

    Are you approaching Medicare age or need to know your options? Our workshop will cover “the basics” of Medicare and how different parts of Medicare work together to fit your lifestyle. This workshop will help you identify each part of Medicare and what it covers, match the cost of coverage with each part of Medicare and recognize how parts of Medicare may combine to fit your individual needs.

    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