View upcoming workshops below:
Date: Thursday, May 17, 2018
Time: 6:00 p.m. to 7:30 p.m.
Location: Kern Schools Administrative Offices
11500 Bolthouse Drive
Bakersfield, CA 93311
Regardless of your net worth, it is important you have a plan in place to help overcome the challenges of estate distribution. Kern Schools Federal Credit Union is hosting a complimentary Living Trusts and Estate Planning Workshop presented by Natalie Spiwak, President of Affinity Trusts, to help prepare you and your family for the unexpected.
In California, if you have more than $150,000 in assets, whether you have a will or not, your estate could be subject to the costs and delays of probate.
AT THIS COMPLIMENTARY WORKSHOP YOU WILL LEARN HOW TO:
- Avoid the pitfalls of using joint ownership as a way to transfer property,
- Choose the right person to make medical decisions for you in case of a medical emergency,
- Nominate guardians and provide for minor children,
- Distribute assets according to your wishes, and
- Establish a Living Trust to avoid probate
To RSVP please submit the form below or call (661) 833-7900 / (800) 221-3311 (if outside of Bakersfield).
Kern Schools Federal Credit Union is not responsible for the products or recommendations provided by Affinity Trusts and Citadel Law Corporation, nor any business transactions conducted between the Member and Citadel Law Corporation.Trusts.
Date: Saturday, May 19, 2018
Time: 9:00 am – 11:30 am
Location: 11500 Bolthouse Dr, Bakersfield, CA 93311
Who Should Attend: First-time home buyers, home owners who are ready to sell move up and real estate investors.
Home Loans – Gain an understanding of closing costs, the different types of mortgages available and how the mortgage application and processing of your home loan works.
Home Buying – Learn about the path to successful home ownership, owning vs. renting, home selection and more.
Home Inspection – Learn about the home inspection process.
Title and Escrow– Understand what role the Title company plays in your home purchase
Complimentary breakfast will be served.
Thursday, June 14, 2018
11:00 a.m. – 12:00 p.m.
2:00 p.m. – 3:00 p.m.
6:00 p.m. – 7:00 p.m.
Kern Schools’ Administrative Office
11500 Bolthouse Drive, Bakersfield, CA 93311
Join us for our first ever Online Banking 101 Workshop, where we show you how banking online can simplify your everyday life. There will be three workshops and each session is limited to eighteen attendees, so hurry and sign up today!
This complimentary workshop provides a one-on-one experience designed to assist Members with all the technology products Kern Schools has to offer. Also, the Kern Schools Team Members will be on site to assist you with any questions you may have regarding online and mobile banking. We will review several key topics such as DataMobile, Bill Pay, and basic DataNet use, including viewing your history, making transfers, nicknaming accounts, and much more!
All workshops are complimentary and open to the public.
Check back each month for the most up to date workshop schedule!
Types of workshops
With the goal of helping our Members achieve financial success, Kern Schools offers a variety of workshop topics. We are proud to help residents in Kern County understand and master the essentials of banking and finance.
Learn how to maximize your social security benefits, and gain a better understanding of the advantages of spousal and/or survivor benefits.
The essentials of purchasing a car:
Whether it’s your first or fifth time purchasing a vehicle, our Auto Buying 101 workshop is designed to help consumers navigate the auto buying process.
Bring your smartphone, tablet, or laptop and we will walk you through the basics of technology based banking!
Regardless of your financial situation, knowing the basics of estate planning is a must. Prepare you and your family for the unexpected by learning how to overcome the challenges of distributing your assets and estate.
Ins and outs of home buying:
There is no reason to get stressed out during the home buying process. Get the information you need from local professionals as we cover several topics including what to expect from your lender, when you should get approved for a mortgage, what to look for when selecting a real estate agent, what to expect when purchasing a short sale or foreclosure, and much more.