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.
Funding Long Term Care for All Income Levels
Thursday, January 23rd
6:00 pm - 7:00 pm
Presenter: Shelby Rothman of EnJoy Financial*
Long-term care planning is essential, no matter your income or financial situation. That’s why this event is designed for everyone—from middle-class families to high-net-worth individuals and those with limited resources. Our goal is to help you navigate the complexities of funding long-term care by providing clear, practical strategies that work for every budget. Whether you’re preparing for your future or helping a loved one, we’ll explore various options to ensure you have the knowledge and tools to make confident decisions. Join us as we dive into innovative solutions, savings tips, and personalized approaches to long-term care planning. Together, we’ll empower you to secure a plan that works for you and your loved ones.
* 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.
10 Simple Investment Strategies
Thursday, February 13th
6:00 pm - 7:00 pm
Presenter: Shelby Rothman of EnJoy Financial*
Investing doesn’t have to be complicated. This event is all about breaking down the process into 10 simple, effective strategies that anyone can follow. Whether you’re just starting out or looking to refine your current approach, these strategies are designed to help you grow your wealth and achieve your financial goals with confidence. We’ll cover everything from building a strong foundation to diversifying your portfolio and maximizing returns—all in a way that’s practical and easy to follow. No jargon, no pressure—just straightforward advice to help you take control of your investments.
* 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.
Unlock Your Retirement Potential
Tuesday, March 11th
6:00 pm - 7:00 pm
Presenter: Shelby Rothman of EnJoy Financial*
Your retirement should be as rewarding as the journey that got you there. Whether you’re looking to maximize significant assets or simply make the most of what you’ve saved, this event is tailored to help you unlock the full potential of your pension and 401(k). In this event, we’ll share simple, practical tips to help you maximize your savings, reduce taxes, and align your retirement plans with your goals. Whether you’re just starting to plan or getting close to retirement, this session is all about giving you the tools and confidence to make smart decisions for your future. Let’s work together to turn your retirement dreams into a reality. Join us for a conversation that’s focused on making your money work for you, so you can enjoy the retirement you deserve.
* 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.
5 Things Every Woman Should Know About Investing
Thursday, March 27th
6:00 pm - 7:00 pm
Presenter: Shelby Rothman of EnJoy Financial*
Empower yourself by joining our seminar on 5 key investment tips for women. Master simple strategies to take charge of your financial future and build wealth with confidence. We will discuss key topics like risk management, smart saving and long-term growth to help you make better investment choices. Seize this chance. Gain the knowledge you need. Achieve financial independence.
* 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.
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