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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

  • RegisterHealthcare Costs & Retirement Workshop
    Tuesday | March 8 | 6:30 PM

    Hosted by Allegacy Investment Group / CFS*

    People may underestimate their medical expenses by more than 50%.¹ Health care is one of your top three budget items in retirement – make it one of the top three in your income plan, too.

    Please join us for a workshop to look at coverage options and potential costs, whether you are thinking about retiring, have already retired prior to age 65, or if you are older and have questions about Medicare or Medicare supplements. You’ll learn steps you can follow, working with us, to create a health care plan.

    *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. ¹ Fidelity-sponsored HSA Survey, conducted by GfK Public Affairs & Corporate Communications, 1,836 respondents, February 2–20, 2013.

  • RegisterBuying or Building Your Own Home Workshop
    Thursday | March 17 | 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

  • 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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