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Join us for free virtual and educational webinars on various topics, including budgeting, personal finance, investing and so much more.1
We are committed to helping individuals, families and businesses in our community understand and manage your finances in order to live a more prosperous and fulfilling life. Our monthly workshops feature speakers from our Certified Financial Coaches and our California Coast Financial Services partners. We encourage you to share the events with your family and friends that could benefit from these informative and free opportunities.
Medicare 101 & Beyond Masterclass
April 8, 2026 at 12PM
Presented by: Reyna Zavala, Senior Medicare Insurance Agent, My Senior Health Plan
Turning 65 or retiring soon? Before choosing between employer coverage and Medicare, learn the options that could impact your health and your wallet.
Join My Senior Health Plan and healthcare partner Perlman Clinic for a live educational webinar designed to help you better understand Medicare and make confident coverage decisions.
My Senior Health Plan will explain what Medicare covers and what it doesn’t, compare Medicare with employer group insurance, and discuss how options like Hospital Indemnity Insurance can help protect you from unexpected healthcare costs.
Ideal for those turning 65, planning retirement, transitioning from employer coverage, or supporting a loved one on Medicare.
Bring your questions for a live Q&A with Medicare specialists and representatives from Perlman Clinic.
You can also be entered into winning a $25 Gift Card for attending.2
Disclaimer: The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourages you to do your own due diligence when making decisions regarding your financial management.
Upcoming Webinars
May Webinar
Preparing for a Home Purchase
May 13, 2026 at 12:00PM
Learn tips and get resources for buying a home, including ways to Improve your credit score, save for a down payment, plan ahead for home expenses, and understand your loan options.
Presented by Taralyn Rose, Manager Financial Fitness & Coaching, Cal Coast Credit Union
You can also be entered into winning a $25 Gift Card for attending.3
Disclaimer: The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourages you to do your own due diligence when making decisions regarding your financial management.
June Webinar
Fraud Trends 2026: What Scammers Don't Want You to Know
June 10, 2026 at 12:00PM
Learn how today’s most common scams are evolving, who they’re targeting, and the practical steps anyone can take to stay protected.
Presented by: Stephanie Sewell, AVP, Fraud and Disputes
Taylor Griffitts, Assistant Manager, Card Disputes
You can also be entered into winning a $25 Gift Card for attending.4
Disclaimer: The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourages you to do your own due diligence when making decisions regarding your financial management.
and more...
Check back every month for new video webinars discussing various financial topics designed with you in mind.
Workshop FAQs
No! Our workshops and webinars are open to anyone who wants to attend. Our mission is to provide our members, their families and the community with free financial advice and these events are very popular with members and non-members. We just ask that you please reserve a spot by registering online.
Yes! We understand not everyone is able to attend the workshop in person or the webinar live at the scheduled time. We upload all of our recorded workshops on our YouTube channel for you to watch at a later date.
The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourages you to do your own due diligence when making decisions regarding your financial management.
Have questions? Want more information? We’re more than happy to get in touch.
Serving anyone who lives or works in San Diego, Riverside, Orange, Los Angeles, Ventura, Imperial, or San Bernardino counties.
ABA/Routing No: 322281578
NMLS ID# 407951