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Workshops

Attend a free informational workshop

Get important information and resources from our expert-led workshops.

 

 


 

  • Medicare Workshop - September 15, 2022

    Date: Thursday, September 15 - 6:00 p.m. - 7:30 p.m.

    Venues:

    • Live, in-person, at the Valley Strong Administrative Office at 11500 Bolthouse Dr. (across the street from St. John’s Lutheran Church on Buena Vista)
    • Via Zoom. Locate the Zoom Registration button below to sign up. You will be sent a link to view the webinar.

    Topic: The A, B, C, D's of Medicare

    Join Paul Sheldon as he discusses the changes that those who already have Medicare, and for those who will soon have Medicare, should consider during the 2023 Medicare Open Enrollment Period, from October 15th through December 7th.

    Paul will discuss the following topics:

    - The advantages and disadvantages of being covered by Medicare Parts “A” & “B” alone.

    - The advantages and disadvantages of being covered by Medicare Parts “A”& “B,” along with a Medicare supplement & Part “D” drug plan.

    - The advantages and disadvantages of being covered by Medicare Part “C” & “D”, also known as a “Medicare Advantage Plan with prescription drug coverage.”

    - How to know whether to stay with your current Medicare Part “D” drug plan, or replace it.

    - The fallacies and pitfalls of Medicare Parts “A,” “B,” “C” and “D.”

    - Little-known facts about Medicare.

    Paul Sheldon, CLU, ChFC
    CA Lic. # 0659835

    This workshop is open to the public.


    Zoom Registration

     

    In-Person Registration

     

    You may also call (800) 221-3311 to register over the phone or visit your nearest Valley Strong Branch to sign up.


    Valley Strong Credit Union is not responsible for the products or recommendations provided by Paul Sheldon Jr., CLU, ChFC. Insurance & Benefits Planning, nor any business transactions conducted between the Paul Sheldon Jr., CLU, ChFC. Insurance & Benefits Planning.

  • Estate Planning Workshop - November 10, 2022

    Date: Thursday, November 10, 6:00 p.m. - 7:30 p.m.

    2 ways to attend:

    • In-person at the Valley Strong Administrative Office at 11500 Bolthouse Dr. (across the street from St. John’s Lutheran Church on Buena Vista)
    • Live via Youtube. You will be sent a link to view the workshop.

    Topic: Estate Planning Made Easy!

    Regardless of your net worth, it is important you have a plan in place to help overcome the challenges of estate distribution. Valley Strong is hosting a complimentary Living Trusts and Estate Planning Workshop, presented by Attorney Kevin Danley of Young Wooldridge, to help you prepare for the unexpected.

     

    Register here

     

    You may also call (800) 221-3311 to register over the phone or visit your nearest Valley Strong Branch to sign up.

    Valley Strong Credit Union is not responsible for the products or recommendations provided by Attorney Kevin Danley of Young Wooldridge, nor any business transactions conducted between the Attorney Kevin Danley of Young Wooldridge Management.

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