At Kern Schools, we are proud to offer a variety of complimentary workshops designed to help you achieve your financial goals. Workshops are open to the public and taught by experts in a specific field. Topics vary and are based on community needs and feedback.

View upcoming workshops below:

February 20, 2019 - Living Trusts and Estate Planning
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Living Trusts and Estate Planning Workshop
Date: Wednesday, February 20, 2019
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 Young Wooldridge 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 online reservation form 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 Young Wooldridge, LLP, nor any business transactions conducted between the Member and Young Wooldridge, LLP.

This workshop is currently at capacity. Please check back soon for future Living Trusts and Estate Planning workshop dates.

March 12 - Cyber Security
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Cyber Security

Tuesday, March 12, 2019
6:00 pm – 7:30 pm

Kern Schools’ Administrative Offices
11500 Bolthouse Drive
Bakersfield, CA 93311

Join Kern Schools’ Chief Information Security Officer, Ron Burns, as he discusses security measures to take when using the internet. 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.

Several topics will be covered, including:

What is information security?

Is my information safe?

Setting passwords.

Protecting yourself and your device(s).

What is phishing?

And more!

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March 19 and March 21, 2019 - Medicare Workshop
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Medicare Workshop: Addressing Medicare Issues with Paul Sheldon

Tuesday, March 19 and Thursday, March 21, 2019
9:30 a.m. to 11:30 a.m. OR 5:30 p.m. to 7:30 p.m.

Kern Schools Administrative Offices
11500 Bolthouse Drive
Bakersfield, CA 93311

Join Paul Sheldon as he discusses the different ways that Medicare can pertain to those who choose to work beyond age 65. Here are some of the questions that we will address for those choosing to continue to work beyond age 65:

– Should I stay on my group plan, or should I get my own private Medicare supplement instead?

– If I stay on my group plan, do I need to get Medicare Part “A” only, or Parts “A” and “B,” or do I need to get Medicare at all?

– Will I be penalized if I choose to stay on my group plan and refuse to get Medicare Part “B?”

– How long before retiring should I apply for my own private Medicare supplement plan?

– What will it cost me for Medicare Part “B,” my Medicare supplement and my Medicare Part “D” drug plan?

– What’s best for me, a Medicare Advantage plan with drug coverage, or a Medicare supplement with a separate Medicare Part “D” drug plan?

All workshops are complimentary and open to the public.

Kern Schools Federal Credit Union is not responsible for the products or recommendations provided by Paul Sheldon Insurance and Benefits Planning, nor any business transactions conducted between the Member and Paul Sheldon Insurance and Benefits Planning.


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.

Social security benefits:
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.

Technology training:
Bring your smartphone, tablet, or laptop and we will walk you through the basics of technology based banking!

Things you should know about estate planning:
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.