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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

  • RegisterSocial Security Workshop
    Tuesday | March 10 | 6:30 PM

    Hosted by Allegacy Investment Group / CFS*

    As you near retirement, one of the biggest financial decisions you’ll need to make is when to begin receiving your Social Security retirement benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans, so it’s important to take the time to explore your options and make an informed, well-reasoned decision.

    *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

  • RegisterHealth Savings Account Basics for Employers
    WEBINAR | Wednesday | March 4 | 1:00 PM

    Hosted by Allegacy Business 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.

    Allegacy Business Solutions is a collaboration of services offered by Allegacy Federal Credit Union and its credit union service organization Allegacy Services, LLC. Insurance services and products are offered by Allegacy Benefit Solutions, LLC, a subsidiary of Allegacy Services, LLC, which is wholly owned by Allegacy Federal Credit Union. Insurance services and products are not a deposit, not insured by NCUA or any federal government agency, and not guaranteed by the credit union.

 

 

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