Workshops & Webinars
College Savings Strategies: Building a Smarter Plan
Wednesday, September 3 | 6:00 PM ET
Join us for a special webinar in honor of College Savings Month! Learn about smart strategies to plan and save for your child’s education. We’ll cover 529 plans, Coverdell ESAs, custodial accounts, Roth IRAs, and gifting options to help you maximize savings and make confident choices for your family’s future.
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The Ins and Outs of Roth Conversions
Wednesday, September 10 | 3:00 PM ET
Considering a Roth conversion? Join USSFCU’s financial advisor, Michael Schimmel, for a practical walkthrough of what a Roth conversion is, when it may be a smart move, and how to navigate the tax implications. Whether you're planning for retirement or seeking tax-efficient strategies, this session will help you determine if a Roth conversion fits your financial goals.
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Ready, Set, Secure: Your Guide to Financial Preparedness
Wednesday, September 17 | 6:00 PM ET
Learn how to prepare your finances for life’s unexpected events. This session will guide you through budgeting for emergencies, managing transitions like job changes or family milestones, dealing with debt, and accessing trusted support resources.
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Would You Fall for It? Real Scams, Real Red Flags
Wednesday, September 24 | 6:00 PM ET
Think you can outsmart today’s scammers? In this session, we’ll walk you through real-life scam messages—texts, emails, calls—and show you exactly how they work. You'll learn what red flags to watch for, how to stay a step ahead, and why even smart people get tricked.
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Would you like our experts to provide one of these webinar sessions to your employees at no cost? It's a free benefit for the Select Employee Groups that we serve. Contact [email protected] to schedule your webinar today.
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Webinar content is for educational purposes only and is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.