Main Menu

Search form

 

Workshops

Let's talk about your money

Attend one of our free, expert-led workshops to better understand your finances.

 

 


 

Sign up for a class today!

  • Home Buying 101 Workshop - February 25, 2020

    Tuesday, February 25, 2020 – 6:00 pm – 7:30 pm
    Valley Strong 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 Valley Strong’s 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! Valley Strong 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.

    Register Today

  • Estate Planning Workshop - March 3, 2020

    Tuesday, March 3, 2020 – 6:00 pm – 7:30 pm
    Valley Strong 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. Valley Strong 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

    All workshops are complimentary and open to the public.

    Valley Strong 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.

    Register Today

  • Wealth Management Workshop - March 12, 2020

    Thursday, March 12, 2020 – 6:00 pm – 7:30 pm
    Valley Strong 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 Valley Strong 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.

    All workshops are complimentary and open to the public.

    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.

    Valley Strong 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.

    Register Today

  • Medicare Workshop - March 24 and 26, 2020

    Tuesday and Thursday, March 24 and 26, 2020
    9:30 a.m. - 11:30 a.m. OR 6:00 pm – 7:30 pm
    Valley Strong Administrative Office
    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 Paul 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.

    Valley Strong 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.

    Register Today

  • Home Buying 101 Workshop - April 7, 2020

    Tuesday, April 7, 2020 – 6:00 pm – 7:30 pm
    Valley Strong 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 Valley Strong’s 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! Valley Strong 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.

    Register Today

  • Business Banking Workshop - April 21, 2020

    Tuesday, April 21, 2020 – 6:00 pm – 7:30 pm
    Valley Strong Administrative Office
    11500 Bolthouse Drive, Bakersfield, CA 93311

    Join us for our Business Banking workshop where we will focus on the topic “Is Small Business Ownership a Good Fit for You." This workshop will help the aspiring entrepreneur think about the realities of starting a business and their readiness to start a business. At the end of the workshop, attendees will:

    • Discern between the myths and realities of small business ownership
    • Start a self-assessment to determine their readiness to become a small business owner
    • Weight the pros and cons to starting a business

    The workshop will be best for aspiring entrepreneurs at the early stages of their decision-making, but existing business owners can also benefit from the self-assessment in the Participant Guides that are provided.

    All workshops are complimentary and open to the public. 

    Register Today

  • Auto Buying 101 Workshop - April 23, 2020

    Thursday, April 23, 2020 – 6:00 pm – 7:30 pm
    Valley Strong Administrative Office
    11500 Bolthouse Drive, Bakersfield, CA 93311

    Valley Strong 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. 

    Register Today

  • Estate Planning Workshop - May 14, 2020

    Thursday, May 14, 2020 – 6:00 pm – 7:30 pm
    Valley Strong 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. Valley Strong 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

    All workshops are complimentary and open to the public.

    Valley Strong 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.

    Register Today

  • Online Banking 101 Workshop - June 18, 2020

    Thursday, June 18, 2020
    11:00 a.m. – 12:00 p.m.
    2:00 p.m. – 3:00 p.m.
    6:00 p.m. - 7:00 p.m.
    Valley Strong Administrative Office
    11500 Bolthouse Drive, Bakersfield, CA 93311

    Join us for an Online Banking 101 Workshop, where we show you how banking online can simplify your everyday life. There will be three workshops and each session is limited to 18 attendees, so hurry and sign up today!

    This complimentary workshop provides a one-on-one experience designed to assist Members with all the technology products Valley Strong has to offer. Also, the Valley Strong Team Members will be on site to assist you with any questions you may have regarding online and mobile banking. We will review several key topics such as DataMobile, Bill Pay, and basic DataNet use, including viewing your history, making transfers, nicknaming accounts, and much more!

    All workshops are complimentary and open to the public.

    Register Today