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:

January 14, 2020 - Auto Buying 101 Workshop
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Tuesday, January 14, 2020 – 6:00 pm – 7:30 pm

Kern Schools Federal Credit Union is hosting a free Auto Buying 101 workshop. This workshop is designed to help consumers through the auto purchasing process in order for the right decision to be made. We will review several key topics including how to determine the amount you can afford, whether trading in your used vehicle is profitable, the importance of a pre-approval, leasing versus buying, what to examine when taking a test drive, and much more. Whether you have purchased a vehicle in the past or are looking to make your first buying decision, make sure to attend Auto Buying 101! All workshops are complimentary and open to the public. Sign up using the form, or call 661-833-7900.

February 25, 2020 - Home Buying 101 Workshop
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Tuesday, February 25, 2020 – 6:00 pm – 7:30 pm
Kern Schools’ Administrative Office
11500 Bolthouse Drive, Bakersfield, CA 93311

Is home buying over your head? There is no reason to get stressed out during the home buying process. Get the information you need from local professionals at Kern Schools Federal Credit Unions Home Buying 101 workshop. The workshop will 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 Kern Schools Mortgage Loan Consultants will also be on hand to answer any questions, and arrange appointments. All attendees will receive a coupon waiving the mortgage application fee! All workshops are complimentary and open to the public. Sign up using the form, or call 661-833-7900.

March 3, 2020 - Estate Planning Workshop
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Tuesday, March 3, 2020 – 6:00 pm – 7:30 pm
Kern Schools’ Administrative Office
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.

March 12, 2020 - Wealth Management Workshop
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Thursday, March 12, 2020 – 6:00 pm – 7:30 pm
Kern Schools’ Administrative Office
11500 Bolthouse Drive, Bakersfield, CA 93311

Sensational headlines have become common and, in an election year, the decibel level will only rise. That’s why we’re excited to invite you to a seminar with Kern Schools Federal Credit Union and Capital Group, home of American Funds. In this key presentation, we’ll explore topics that can help investors respond in ways that keep them focused on their long-term goals.

Our featured speaker, David Ford Vice President at Capital Group – American Funds, will address today’s investing environment in light of three perspectives:
• the positives we see in the world
• how we stay focused on the long term, and
• what we believe can help investors stay on track

You’ll also hear about how the American Funds benefit from the company’s investment system and research process, and how the funds are designed specifically to help investors pursue their financial objectives.

Investments are not NCUA or FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Kern Schools is not responsible for the products or recommendations provided by Capital Group – American Funds, nor any business transactions conducted between the Member and Capital Group – American Funds.

March 24 and 26, 2020 - Medicare Workshop
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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 four actions to consider when preparing to choose a Medicare plan.

1. Should I change from Part C to Parts A & B?

2. Should I change from Parts A & B to Part C?

3. Should I replace my current drug plan with another one?

4. Should I join a drug plan for the first time?

All workshops are complimentary and open to the public.

Kern Schools 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 soon for more workshops!

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.