Date | Event |
1/5/2022 | State of Your Estate: Understanding Estate Planning & Living Trusts Basics - Community Webinar An estate plan ensures your personal belongings and assets go to the people you care about most. In many instances, a will isn’t enough. Join SAFE’s Financial Wellness Team to understand how an estate plan can work in conjunction with a living trust to protect you and your loved ones both during and beyond your lifetime. Topics covered in this session:
• Benefits of estate planning
• Living trust basics • Wills vs. Living Trust • Probate more info... |
1/5/2022 | Women's Business Roundtable Meeting! more info... |
1/6/2022 | Unfortunately, our meeting site is unavailable in January - we will see you in February! more info... |
1/6/2022 | SAFE Credit Union Presents: "The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire" a Community Webinar
Are you as prepared for retirement as you’d like to be? With longer life spans, increasing health care costs, and the diminishing role of traditional pensions, planning for retirement is more complex than ever. Choices made during the final decade of your career can deeply impact your retirement plan. Join our presentation to learn more about: -Timing your retirement and determining how much savings you might need
- Maximizing your retirement savings strategy now and what to do as you approach retirement - What to expect from Social Security and how to build a retirement income stream - Factors, other than money, that can have a considerable effect on your retirement more info... |
1/11/2022 | SAFE Credit Union Presents: The Balance Between Healthy & Unhealthy Debt - a Community Webinar
Debt is defined as the state of owing money. We acquire debt in many forms—purchasing vehicles or a home, taking on loans for education, or accessing revolving credit lines. When debt is handled properly, we can strategically build healthy debt to help budget and to create a healthy financial cushion. Join SAFE’s Financial Wellness Team for this discussion on the difference between healthy and unhealthy debt, with a strategy to reduce high-interest debt. Topics covered in this session: •Defining healthy debt
•Exploring the benefits of healthy debt •Defining unhealthy debt •Discussing the risk of unhealthy debt •Reducing high-interest debt more info... |
1/12/2022 | SAFE Credit Union Presents: Cultivate Responsible Spending Habits - a Community Webinar Excessive overspending can lead to long-term financial problems such as debt and take away from your future financial goals. Join SAFE’s Financial Wellness team to learn how spending behaviors are formed and how to control them. Topics covered in this session include: • Money behaviors
• Tracking your spending • Being accountable for your finances more info... |
1/13/2022 | The right long-term care plan can help safeguard your family, your savings, your retirement-and your peace of mind. During this session, we will explain in plain, easy-to-understand language, the latest information about long-term care, including:
REGISTER HERE: https://www.eventbrite.com/e/the-art-of-long-term-care-planning-california-tickets-229533580117 more info... |
1/13/2022 | The right long-term care plan can help safeguard your family, your savings, your retirement-and your peace of mind. During this session, we will explain in plain, easy-to-understand language, the latest information about long-term care, including:
REGISTER HERE: https://www.eventbrite.com/e/the-art-of-long-term-care-planning-california-tickets-229533580117 more info... |
1/14/2022 | Join Folsom, El Dorado Hills and Rancho Cordova Chambers for an on-going Power Lunch the second Friday of every month except for May and December! This month Folsom is hosting! Expand your networking efforts and meet regional partners. Folsom is excited to host at Steve's Pizza this month to start 2022 off right! In respect for the hosting restaurant we ask that you please RSVP for this event! more info... |
1/18/2022 | The right long-term care plan can help safeguard your family, your savings, your retirement-and your peace of mind. During this session, we will explain in plain, easy-to-understand language, the latest information about long-term care, including:
REGISTER HERE: https://www.eventbrite.com/e/the-art-of-long-term-care-planning-california-tickets-229533580117 more info... |
1/18/2022 | The right long-term care plan can help safeguard your family, your savings, your retirement-and your peace of mind. During this session, we will explain in plain, easy-to-understand language, the latest information about long-term care, including:
REGISTER HERE: https://www.eventbrite.com/e/the-art-of-long-term-care-planning-california-tickets-229533580117 more info... |
1/21/2022 | The January RC Luncheon has been canceled. See you in February! PLEASE NOTE: Out of an abundance of caution in response to the current COVID-19 spike, Mayor Terry has requested this event be postponed to Friday. Feb. 18 when it is hoped conditions will have improved. If you have purchased tickets for this event through the Cordova Community Council, your tickets will be honored on the February date. If you have purchased tickets and cannot make the new date, please email pgarcia@ranchocordova.org to request a refund. Your patience is appreciated! more info... |