Financial Workshops
Information and education are the most important tools available to improve financial skills. To help Members achieve their goals for the future and become better-informed consumers, SchoolsFirst FCU provides complimentary educational workshops on a broad range of topics, from saving and investing to purchasing a new auto or home. Sign up for one or more of the workshops below and enjoy learning in a relaxed atmosphere from experienced and knowledgeable SchoolsFirst FCU representatives and financial advisors.
Workshop Schedule
(Click here to change or cancel a registration.)
You can also sign up for a workshop by calling our Telephone Service Center at 714/258-4000 or 800/462-8328, Monday through Friday, from 7 a.m. to 7 p.m., and Saturday, 9 a.m. to 3 p.m.
*Representatives are registered, securities are sold, and investment advisory services are offered through CUNA Brokerage Services, Inc. (CBSI), member
FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by SchoolsFirst FCU. CBSI is under contract with SchoolsFirst FCU, through the financial services program, to make securities available to Members.
CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.
** This event is a private reservation and is not endorsed or sponsored by the City of Irvine.
Financial Podcasts
Do you want to learn more, but don’t have time to attend a workshop? Podcasts are informative audio presentations on a wide range of important financial topics. Gain insightful perspectives from industry experts in their respective fields. All podcasts are FREE and can be listened to online or downloaded to your computer or MP3 player.
Available Podcasts
