Events & Specials

Time

12:00 p.m. PT

Description

Are you looking to raise money-savvy kids? Join us for a session where we discuss some of the steps and strategies that will help you raise financially savvy kids. From youth to teenagers, learn how you can help your kids establish good financial habits that foster a healthy relationship with money. 

During this hour-long webinar, Elena Rogers, KeyPoint Credit Union's Relationship Manager, will interview Doron Noyman, KeyPoint Credit Union's Vice President of Development and Community Outreach, about his experience in raising kids to be smart about money.  We will also discuss a new program at KeyPoint that is ideal for young adults who would like to begin building their financial foundation.

Doron Noyman has over 25 years of banking experience.  He has taught hundreds of financial literacy classes to adults, teens, and kids, helping them to establish good financial habits.

Time

12:00 p.m. PT

Description

In this free webinar, we will be discussing:

• The Importance of Getting Pre-Approved
• Changes in Lending during Covid-19
• Is Now a Good Time to Buy or Should You Wait?

 

Time

10:30 a.m. - 11:30 a.m. PT

Description

We offer free webinars on financial topics through our partner, Balance Track, every month. The webinars are packed with useful info, and are open to everyone.

The Sandwich Generation is positioned in the middle. They care for aging parents while supporting their own children. In this webinar, participants will learn how to manage their parents’ medical, legal and financial needs, while ensuring they stay financially prepared for their kids’ future.

Time

5:00 p.m. PT

Description

At this informative session Members will learn:

-Why a Living Trust is so important for homeowners;

-What is the difference between a Living Trust and a Will;

-How to avoid the costly, public and time consuming probate process;

-How to plan for incapacity, protect your family and your assets.

-How to safeguard minor children and special-needs dependents.

Speaker:

Natalie Spiwak, Founder and President of Affinity Trusts
 

Natalie Spiwak is not affiliated with KeyPoint Credit Union.

Time

5:30 p.m. - 6:30 p.m. PT

Description

We offer free webinars on financial topics through our partner, Balance Track, every month. The webinars are packed with useful info, and are open to everyone.

The Sandwich Generation is positioned in the middle. They care for aging parents while supporting their own children. In this webinar, participants will learn how to manage their parents’ medical, legal and financial needs, while ensuring they stay financially prepared for their kids’ future.

Time

5:00 p.m. PT

Description

At this informative session Members will learn:

-Why a Living Trust is so important for homeowners;

-What is the difference between a Living Trust and a Will;

-How to avoid the costly, public and time consuming probate process;

-How to plan for incapacity, protect your family and your assets.

-How to safeguard minor children and special-needs dependents.

Speaker:

Natalie Spiwak, Founder and President of Affinity Trusts
 

Natalie Spiwak is not affiliated with KeyPoint Credit Union.

Time

5:00 p.m. PT

Description

At this informative session Members will learn:

-Why a Living Trust is so important for homeowners;

-What is the difference between a Living Trust and a Will;

-How to avoid the costly, public and time consuming probate process;

-How to plan for incapacity, protect your family and your assets.

-How to safeguard minor children and special-needs dependents.

Speaker:

Natalie Spiwak, Founder and President of Affinity Trusts
 

Natalie Spiwak is not affiliated with KeyPoint Credit Union.

Description

Refer a friend or family member to KeyPoint, and get a $200 bonus. They can get up to $300 in bonuses!

Description

Find amusement park discounts by logging into Online Banking and clicking on Services > Amusement Park Discounts:

• Universal Studios
• Great America
• Santa Cruz Beach Boardwalk
• CA Academy of Sciences

Description

Receive special savings on TurboTax as a KeyPoint Member.