Financial Wellness Wednesdays presents free seminar on safe and secure investment planning strategies
Financial journalist George Chamberlin presents “IRAs & Retirement” seminar at SDCCU Operations Center
SDCCU presented “IRAs & Retirement,” a free educational seminar with financial expert George Chamberlin on Wednesday, March 16, at the SDCCU Operations Center, located at 6545 Sequence Dr. in Mira Mesa. It was part of Financial Wellness Wednesdays, launched in partnership with the San Diego County Library in support of the Live Well San Diego.
More than 100 guests turned out to learn more about investment planning strategies. Chamberlin provided steps to ensure financial planning is on the right track, including discussions on retirement, investing and IRAs. The presentation was one of a series of “Managing Your Money” seminars Chamberlin conducts for SDCCU.
George Chamberlin is a renowned financial expert who provides a wealth of financial and business news updates to the Southern California region. He is the Business Editor and host of “Money in the Morning” for AM-600 KOGO News Radio. He also authors articles on personal finance for many local and national leading news sources. Among his many accolades, he has been honored three times as Media Advocate of the Year by the Small Business Administration.
From January through March, SDCCU is hosting Financial Wellness Wednesdays seminars at local libraries on a variety of topics aimed at improving financial health. Financial Wellness Wednesdays topics include: Ten Simple Steps to Financial Success (also touches on wills and trusts); Understanding Credit Reports; Preventing Identity Theft & Scams; Building a Better Budget; Rebuilding After a Financial Crisis; Repaying Student Loans; and Teens & Money. To view the presentation and topic schedule, visit sdccu.com.
As San Diego’s largest locally-owned financial institution and a Live Well San Diego partner, SDCCU is dedicated to improving overall economic well-being by engaging in several financial wellness efforts. Research shows that poor financial health can often lead to diminished physical health. Also, evidence suggests that the average high-school graduate lacks basic skills to manage personal finances, many young people experience difficulty balancing a checkbook and half of Americans live paycheck to paycheck. Together, we can help change these statistics and improve the financial health of our communities.
For access to financial wellness resources, visit sdccu.com/knowledge.
The County Board of Supervisors launched Live Well San Diego in 2010 with the goal of achieving healthy, safe and thriving communities across the region by partnering with community and city leaders, schools, businesses, non-profit organizations and residents.
San Diego County Credit Union is San Diego’s largest locally-owned financial institution serving San Diego, Riverside and Orange counties. SDCCU has assets of $7.3 billion, over 310,000 customers, 38 convenient branch locations and 30,000 surcharge-FREE ATMs. SDCCU provides breakthrough banking products that meet the demands of today’s lifestyle and delivers banking services that save customers money. SDCCU is leading the way, offering FREE Checking with eStatements, SDCCU Mobile Deposit, mortgage loans, auto loans, Visa® credit cards and business banking services. Federally insured by NCUA. Equal Housing Opportunity. Equal Opportunity Employer. For more information, visit www.sdccu.com.