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Monthly Financial Webinars

Join us for free virtual and educational webinars on various topics, including budgeting, personal finance, investing and so much more.1  

Free Monthly Workshops

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. 

2026 April Webinar

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

Register

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.

Free Recorded Webinars

Catch any previous Cal Coast Financial Wellness Webinars you might have missed on YouTube.
 
Topics include:
  • Smart Habits for a Debt Free Life
  • Savvy Savings: Mastering the Art of Financial Security
  • Defend Your Identity: Tips and Tools for Protection Against Identity Theft
  • Teaching Your Kids about Finance

     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. 

Request a Financial Education Workshop

Thank you for contacting us! A Cal Coast representative will reach out to you soon.

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.

  1. California Coast Credit Union does not endorse or encourage the product or services. CCCU urges you to do your own due diligence on the vendor and its product/service.
  2. No purchase required. Must be 18 or older to enter drawing. See Official Rules for details.
  3. No purchase required. Must be 18 or older to enter drawing. See Official Rules for details.
  4. No purchase required. Must be 18 or older to enter drawing. See Official Rules for details.

Contact Us

Have questions? Want more information? We’re more than happy to get in touch.

We look forward to hearing from you!

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