Seminars
Come take advantage of these FREE presentations so we can pass our knowledge to you and help answer some of your important financial questions.
All seminars will be held at our Burbank Branch located at 1800 W. Magnolia Boulevard unless otherwise noted.
Home Buying
Wednesday, October 9th
6:00 pm - 7:00 pm
Presenter: John Chevalier, Mortgage Lending Manager (NMLS #1053306), and Gigi Santoro, Realtor – Gigi Santoro Properties (License #01873900)*
Gear up for the homebuying process and learn the strategies to score your dream home.
* Gigi Santoro Properties is not affiliated with Gain Federal Credit Union and is a separate entity.
Medicare is changing. Are you ready?
Monday, October 14th
6:00 pm - 7:00 pm
Presented By: John Roussel, President of Roussel Insurance & Financial Services*
Whether you're already on Medicare or will become eligible soon, learn the changes as that will result from the Inflation Reduction Act.
* Insurance products offered through Roussel Insurance & Financial Services are not NCUA insured, not obligations of the credit union, and are not guaranteed by the credit union. They may involve investment risk, including possible loss of principal. CA Insurance License Number 0679780. Insurance products may not be available in all states. Roussel Insurance & Financial Services is not affiliated with Gain FCU and is a separate entity. Seminar is for educational purposes only.
The Election and Your Finances
Wednesday, October 16th
6:00 pm - 7:00 pm
Presented By: Shelby Rothman of Enjoy Financial*
Learn how to navigate your finances in an election year.
* EnJoy Financial is a registered representative of Cambridge Investment Research Inc. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer. Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. CA Insurance License 0C92876. Cambridge does not offer tax advice. Cambridge and EnJoy Financial and Gain Federal Credit Union are not affiliated. Non-deposit investment products are not guaranteed by the credit union, not insured by the NCUA, and may lose value.
ADUs (Accessory Dwelling Units)
Wednesday, October 23rd
6:00 pm - 7:00 pm
Presenter: John Chevalier, Mortgage Lending Manager (NMLS #1053306), and Gigi Santoro, Realtor – Gigi Santoro Properties (License #01873900)*
Learn how to add an additional living space to your property, often known as an Accessory Dwelling Unit or ADU**, and how it may improve your home's value and even provide additional income.
*Gigi Santoro Properties is not affiliated with Gain Federal Credit Union and is a separate entity.
**Be sure to familiarize yourself with your local permit requirements and zoning ordinances before building an ADU.
Independent Advantage Graduate Course: Identity Theft
Tuesday, October 29th
6:00 pm - 7:00 pm
Presenter: Brock Collins, Director of Business Development, Gain Federal Credit Union
Intercept identity theft with tips and tactics to protect your personal information.
Note that this course is available to Independent Advantage graduates only.
How to Pass Real Estate to Your Heirs
Wednesday, October 30th
6:00 pm - 7:00 pm
Presented By: Shelby Rothman of Enjoy Financial*
Make sure your family receives your Real Estate as intended.
* EnJoy Financial is a registered representative of Cambridge Investment Research Inc. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer. Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. CA Insurance License 0C92876. Cambridge does not offer tax advice. Cambridge and EnJoy Financial and Gain Federal Credit Union are not affiliated. Non-deposit investment products are not guaranteed by the credit union, not insured by the NCUA, and may lose value.
Right Sizing
Wednesday, November 6th
6:00 pm - 7:00 pm
Presenter: John Chevalier, Mortgage Lending Manager (NMLS #1053306), and Gigi Santoro, Realtor – Gigi Santoro Properties (License #01873900)*
Make the right moves when it comes to downsizing or upsizing your living situation.
* Gigi Santoro Properties is not affiliated with Gain Federal Credit Union and is a separate entity.
Stretching Your Dollar: The Art of Couponing
Thursday, November 14th
6:00 pm - 7:00 pm
Presenter: Michelle Griffin, Chief Financial Officer, Gain Federal Credit Union
Master the art of couponing and make your dollars go further in the game of life.
Black Friday Spending Traps
Thursday, November 21st
6:00 pm - 7:00 pm
Presenter: Jasmine Jimenez, Corporate Trainer, Gain Federal Credit Union
Avoid the blitz of Black Friday traps and keep your finances in the clear.
This is just one episode of The Better Banking Podcast. Download all episodes to hear more!
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