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 Equity Loans
Thursday, May 15th
6:00 pm - 7:00 pm
Presenter: John Chevalier, Mortgage Lending and Loan Servicing Manager, Personal NMLS #1053306
Did you know that your home can help you consolidate high interest rate credit cards, pay for your taxes, get a new roof, or go on a nice vacation? Let us help you navigate different options on making your home equity work for you.
Social Security Strategies and Challenges w/ Shelby Rothman*
Tuesday, May 20th
6:00 pm - 7:00 pm
Presented By: Shelby Rothman of Enjoy Financial*
Social Security in Transition: Navigating Challenges & Changes with Confidence
If you're within 5 to 10 years of retirement—also known as the Retirement Red Zone—now is the time to make informed, strategic decisions about your future. In this seminar, Shelby Rothman will guide you through the latest Social Security challenges, common pitfalls, and smart claiming strategies that can have a lasting impact on your retirement income.
Whether you're approaching retirement or supporting a loved one who is, you'll gain clarity, confidence, and tools to help you make the most of your Social Security benefits.
* 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.
Home Buying
Tuesday, June 17th
6:00 pm - 7:00 pm
Presenter: John Chevalier, Mortgage Lending and Loan Servicing Manager, Personal NMLS #1053306, and Gigi Santoro, Realtor – Gigi Santoro Properties (License #01873900)*
Learn what it takes to be competitive in today's current real estate environment. Is your home an investment? What does affordability look like? Gain clarity with misconceptions surrounding house hunting, pre-approvals, fixer-uppers and more.
* Gigi Santoro Properties is not affiliated with Gain Federal Credit Union and is a separate entity.
Right Sizing
Tuesday, July 15th
6:00 pm - 7:00 pm
Presenter: John Chevalier, Mortgage Lending and Loan Servicing Manager, Personal 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.
This is just one episode of The Better Banking Podcast. Download all episodes to hear more!
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