Seminars & Events
Browse these upcoming Seminars & Events
Improving financial lives in our community is a core value at Stanford FCU. We hold regular financial education seminars with our partner companies, and seminars that are open to the public are listed below.
Estate Planning Webinar
Thursday, November 13, 2025 | 12:00-1:30 PM Pacific Time
If you own a home or have assets worth at least $208,850, you owe it to yourself and your family to get the facts. Proper estate planning avoids the pitfalls of probate and ensures that your estate actually gets to those individuals or charities you wish. Plus, without proper planning, your estate may owe substantial estate taxes. A living trust can eliminate the costs and time involved in probate and will protect your estate if you become incapacitated by avoiding a conservatorship.
Speaker: Kimberly Barrot of Falk, Barrot & Associates, LLP. Falk, Barrot & Associates, LLP handles wills, trusts, probate, trust administration, and asset protection and is a member of the American Academy of Estate Planning Attorneys.
Thursday, November 13, 2025 | 12:00-1:30 PM Pacific Time
If you own a home or have assets worth at least $208,850, you owe it to yourself and your family to get the facts. Proper estate planning avoids the pitfalls of probate and ensures that your estate actually gets to those individuals or charities you wish. Plus, without proper planning, your estate may owe substantial estate taxes. A living trust can eliminate the costs and time involved in probate and will protect your estate if you become incapacitated by avoiding a conservatorship.
Speaker: Kimberly Barrot of Falk, Barrot & Associates, LLP. Falk, Barrot & Associates, LLP handles wills, trusts, probate, trust administration, and asset protection and is a member of the American Academy of Estate Planning Attorneys.
November Home Buying Webinar
Tuesday, November 18, 2025 | 11:00 AM-12:00 PM Pacific Time
Learn about defining your home ownership objectives and how to achieve them; how to find and buy a home with the most favorable terms; understand the home buying process and your financing options. Speakers include a Realtor and a Mortgage Consultant. Presented by Stanford Federal Credit Union. The presentation will be followed by a Q&A session.
Tuesday, November 18, 2025 | 11:00 AM-12:00 PM Pacific Time
Learn about defining your home ownership objectives and how to achieve them; how to find and buy a home with the most favorable terms; understand the home buying process and your financing options. Speakers include a Realtor and a Mortgage Consultant. Presented by Stanford Federal Credit Union. The presentation will be followed by a Q&A session.
Social Security Webinar – Claiming decisions to maximize benefits
Register
Wednesday, November 12, 2025 | 12:00-1:00 PM Pacific Time
Presented by Stanford Federal Investment Services. Deciding when to claim your Social Security benefits is one of the most important retirement decisions you can make. Waiting could lead to thousands of dollars in additional income, and you should understand how the spousal and survivor benefits work. Speaker Brian Doherty* is President and CEO of Filtech and a nationally recognized professional on Social Security. The presentation will be followed by a Q&A session.
* Not affiliated with LPL or SFIS