Upcoming Seminars

Bellco offers a wide variety of educational seminars in our local communities. Check out the seminars below to find one that interests you.

 

 

MAY

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WHY 529s?

Wednesday, May 29 from 6:30 PM–7:30 PM
at our Castle Rock Branch

 

The Why 529s? seminar, hosted by CUSO Financial Services, L.P.*, will teach you the primary sources of student aid and how to set up a savings plan with flexibility and potential tax advantages. Funding strategies include: 529s, scholarships, grants, work-study programs, federal students loans, and much more.
To register for the event, simply email CFS* by selecting the link below.


Register today

 

JUNE

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WHAT'S MY YEAR: MAKING THE MOST OF SOCIAL SECURITY

Tuesday, June 4 from 6:30 PM–7:30 PM
at our Arvada Ridge Branch

 

In this seminar, hosted by CUSO Financial Services, L.P.*, you’ll learn how Social Security continues to play a critical role in a retirement strategy. Topics include: how your Social Security benefit is determined, how retiring early may affect your Social Security benefit, strategies to help boost survivor’s benefits, and much more.

To register for the event, simply email CFS* by selecting the link below.


Register today

 

JUNE

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WHAT'S MY YEAR: MAKING THE MOST OF SOCIAL SECURITY

Wednesday, June 5 from 6:30 PM–7:30 PM
at our 98th & Washington Branch

 

In this seminar, hosted by CUSO Financial Services, L.P.*, you’ll learn how Social Security continues to play a critical role in a retirement strategy. Topics include: how your Social Security benefit is determined, how retiring early may affect your Social Security benefit, strategies to help boost survivor’s benefits, and much more.

To register for the event, simply email CFS* by selecting the link below.


Register today

 

JUNE

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WHAT'S MY YEAR: MAKING THE MOST OF SOCIAL SECURITY

Thursday, June 6 from 6:30 PM–7:30 PM
at our Westminster Branch

 

In this seminar, hosted by CUSO Financial Services, L.P.*, you’ll learn how Social Security continues to play a critical role in a retirement strategy. Topics include: how your Social Security benefit is determined, how retiring early may affect your Social Security benefit, strategies to help boost survivor’s benefits, and much more.

To register for the event, simply email CFS* by selecting the link below.


Register today

 

JUNE

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MARKET LINKED CDs & REASONS TO BE BULLISH ON EQUITIES

Tuesday, June 25 from 7:30 AM or 9:30 AM
at our Maggiano’s Little Italy Restaurant

 

In this morning seminar, hosted by CUSO Financial Services, L.P.*, you’ll learn about CDs and equities while enjoying a light breakfast. Topics include: how CDs can fit your savings strategy, how inflation can impact savings, how market-linked CDs could provide a higher rate of return than regular CDs, and much more.
To register for the 7:30 or 9:00 AM event, simply email CFS* by selecting the link below.


Register today

 

 

Take advantage of seminars offered by Bellco’s partner, The Hughes Law Firm.

The popular Wills & Trusts 101 seminar, presented by The Hughes Law Firm, provides attendees with the basics about wills, trusts, probate, and long-term care issues from attorneys Richard Hughes, or Garrett Andersen, at one of their free seminars each month at various convenient locations.

 

Register today

 

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Bellco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.