- Financial Wellness
- Workshops
Workshops
If you’re preparing to buy a home, want to create a will or trust, or want your teens to learn about money management, our experts share essential advice in our live or prerecorded workshops.
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UPCOMING WORKSHOPS
Homebuying Essentials
Want to learn more about the homebuying process? In this informative one-hour workshop, you’ll discover what to expect when purchasing a home. Find out more about the preapproval process, home purchase costs, and buying a home with a real estate agent. Plus, learn how SchoolsFirst FCU home loan products and Member discounts may apply. Real estate and home loan experts will be available to answer your questions and provide guidance throughout the workshop.
Register| Date | Location | Register |
|---|---|---|
| August 04, 2026 06:00 PM - 07:00 PM | SchoolsFirst FCU Pico Rivera Branch | Register |
| August 05, 2026 06:00 PM - 07:00 PM | Online Webinar | Register |
| August 05, 2026 06:00 PM - 07:00 PM | SchoolsFirst FCU Riverside-Riverwalk Branch | Register |
| August 06, 2026 06:00 PM - 07:00 PM | SchoolsFirst FCU Cypress Branch | Register |
| August 11, 2026 06:00 PM - 07:00 PM | SchoolsFirst FCU Fruitridge/Freeport Branch | Register |
| August 11, 2026 06:00 PM - 07:00 PM | SchoolsFirst FCU Laguna Niguel Branch | Register |
| August 12, 2026 06:00 PM - 07:00 PM | Online Webinar | Register |
| August 13, 2026 06:00 PM - 07:00 PM | SchoolsFirst FCU Tustin Administrative Office | Register |
| August 18, 2026 06:00 PM - 07:00 PM | SchoolsFirst FCU Corona-Norco Branch | Register |
| August 19, 2026 06:00 PM - 07:00 PM | Online Webinar | Register |
| August 19, 2026 06:00 PM - 07:00 PM | SchoolsFirst FCU Menifee Branch | Register |
| August 25, 2026 06:00 PM - 07:00 PM | SchoolsFirst FCU Placerville Branch | Register |
| August 26, 2026 06:00 PM - 07:00 PM | Online Webinar | Register |
| August 27, 2026 06:00 PM - 07:00 PM | SchoolsFirst FCU San Juan Capistrano Branch | Register |
| August 29, 2026 03:00 PM - 04:00 PM | SchoolsFirst FCU Victorville Branch | Register |
Bite of Reality: A Virtual, Interactive Activity for Teens and Young Adults
This fun, interactive activity teaches how to make smart money decisions, while delivering a taste of living on a budget and real-world realities. Teens and young adults are given a persona: a fictional occupation, salary, credit score, spouse and a child, student loan debt, credit card debt, and medical insurance payments. Then, they are faced with purchasing decisions, such as buying a home, transportation, food, clothing, and other daily needs. Throw in a few challenges along the way, like a pushy car salesperson or unexpected expenses, and things start to get real. They will be faced with weighing wants against needs. Luckily, there’s a credit union to turn to for help.
Register| Date | Location | Register |
|---|---|---|
| August 25, 2026 04:30 PM - 06:00 PM | Online Webinar | Register |
Taking Control of Your Finances
Setting clear financial goals and making a budget are key steps toward financial well-being. In this workshop, you’ll learn why it’s important to have a plan for both your current and future goals, and what you can do to achieve them. We’ll cover the basics of budgeting and share ways to make smarter money choices and build good money habits.
Register| Date | Location | Register |
|---|---|---|
| September 01, 2026 05:00 PM - 06:00 PM | Online Webinar | Register |
Workshops From Our Partners
Financial Education Presented by GreenPath Financial Wellness
Increase your financial knowledge and attend a live webinar from GreenPath Financial Wellness on a variety of topics from planning for the future, debt, personal credit and more.
Living Trust & Estate Planning Presented By Affinity Trusts
Learn the difference between a Living Trust and a Will; how to plan for incapacity and avoid probate; and how to safeguard minors and special needs dependents.