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Webinars & Seminars
Make plans to join us for our next financial education event!
Free events, invaluable information
We regularly host webinars and seminars with our various partners to provide you information about timely financial topics and good financial advice you can put into action. Take a look at our upcoming schedule and make sure you register in advance for these popular events. Best of all, they're free for everyone. We also have free educational resources you can use to move ahead financially.
Business Tax Seminar
Running a business comes with a lot of moving parts. Taxes can quickly become one of the most overwhelming parts. That's why we've partnered with Mountain View Accounting & Tax Solutions to bring you a free educational seminar designed to help business owners better understand their tax responsibilities and stay organized year-round.
Whether you're a sole proprietor, LLC, partnership, corporation, startup or side business, this seminar will cover practical tax topics that can help you avoid costly mistakes and feel more confident heading into tax season.
Here's what we'll discuss:
Whether you're a sole proprietor, LLC, partnership, corporation, startup or side business, this seminar will cover practical tax topics that can help you avoid costly mistakes and feel more confident heading into tax season.
Here's what we'll discuss:
- Business tax responsibilities at the federal, state and local levels
- Key filling deadlines and estimated tax payments
- Recordkeeping best practices for receipts, payroll and expenses
- Payroll tax and sales tax considerations
- Common business tax mistakes and how to avoid them
- Important deductions and tax items business often forget
Date: Wednesday, June 10
Time: 5:30 to 7:30 pm
Where: Arvada Headquarters, 5269 W. 62nd Ave.
Presented by: Advocate Tax Worldwide, LLC
We'll also have a Q&A and open discussion so you can ask any questions.
Littleton Social Security Seminar
Social Security can play an important role in your retirement income, but understanding how to maximize it isn’t always easy to understand. Join us for an engaging, easy-to-follow seminar designed to help you make smarter, more confident decisions about your future. Our expert guest speaker will break down the key rules, strategies and choices you need to know about Social Security, so you can feel more in control of your retirement plan.
Here's what you'll learn:
Here's what you'll learn:
- A clear understanding of how Social Security works
- Guidance on when to claim benefits, and how timing impacts your income
- Insight into how working in retirement may affect your benefits
- What to know about Social Security and taxes
- Key details on spousal and survivor benefits
- How Medicare and Social Security fit together
When: Tuesday, June 23 from 5:30 pm to 6:30 pm
Location: Littleton Branch, 5150 S. Federal Blvd.
Presented by: Allianz1
Hosted by: :LPL Financial Advisor Larry Nazarenus
Light meal will be provided, and seating is limited, so be sure to register.
Plus, if you attend this seminar, you’ll be entered for a chance to win $50!2
Free Online Financial Education Courses
Explore GreenPath’s LearningLab for all things financial. GreenPath brings you well researched courses and tools to give you a better understanding of money for a healthy financial life.
Here are some of the financial courses you can choose from.
• Mortgage Refinance 101
• Making the Most of Your Money
• Paying Down Your Credit Card
• Navigating Auto Loans
• And more!
Here are some of the financial courses you can choose from.
• Mortgage Refinance 101
• Making the Most of Your Money
• Paying Down Your Credit Card
• Navigating Auto Loans
• And more!
Free Financial Worksheets & Guides
Use these free financial worksheets and guides to manage your finances. Print out the worksheets to complete by hand or save on your own computer to complete electronically.
Here are some of the topics you can access.
• Interactive Budgeting Worksheet
• Six Steps to Take When Seeking Mortgage Assistance
• A Guide to Understanding Your Credit
• Glossary of Financial Terms
• And more!
Here are some of the topics you can access.
• Interactive Budgeting Worksheet
• Six Steps to Take When Seeking Mortgage Assistance
• A Guide to Understanding Your Credit
• Glossary of Financial Terms
• And more!
Resources to move you ahead.
Resources to move you ahead.
How To Review Your Own Finances
See how you can keep your finances on track.
How To Talk Money With Your Partner
Make sure you are both on the same page.
Things To Consider When You Get A Raise
Learn how to manage your increased salary.
Save Or Pay Off Debt
Discover which option is right for you.
1
This content is for general informational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America, Allianz Life Insurance Company of New York, their affiliates, and their employees and representatives do not give legal or tax advice or advice related to Social Security benefits. Clients are encouraged to consult with their own legal, tax and financial professionals for specific advice or product recommendations, or to go to their local Social Security Administration office regarding their particular situation. Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. www.allianzlife.com. In New York, products are issued by Allianz Life Insurance Company of New York, 1633 Broadway, 42nd Floor, New York, NY 10019-7585. www.allianzlife.com/new-york. Only Allianz Life Insurance Company of New York is authorized to offer annuities and life insurance in the state of New York. Variable products are distributed by their affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. www.allianzlife.com. Guarantees are backed by the financial strength and claims-paying ability of the issuing company. Variable annuity guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions. Not FDIC insured. May lose value. No bank or credit union guarantee. Not a deposit. Not insured by any federal government agency or NCUA/NCUSIF. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“LPL”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through LPL: are not NCUA/ NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through LPL. The credit union has contracted with LPL to make non-deposit investment products and services available to credit union members.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Partner Colorado Credit Union (PCCU) and Partner Colorado Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Partner Colorado Wealth Management, and may also be employees of PCCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of PCCU or Partner Colorado Wealth Management. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
²A minimum of 10 people must attend the seminar in order for the gift card drawing to occur. Must attend the seminar in order to be eligible to win. Odds of winning may vary. No purchase necessary to win.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Partner Colorado Credit Union (PCCU) and Partner Colorado Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Partner Colorado Wealth Management, and may also be employees of PCCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of PCCU or Partner Colorado Wealth Management. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
²A minimum of 10 people must attend the seminar in order for the gift card drawing to occur. Must attend the seminar in order to be eligible to win. Odds of winning may vary. No purchase necessary to win.