1899 Western Way
Torrance, CA 90501

Investment Services

877-254-9328, option 6 

Events

We offer a wide variety of educational workshops to empower our members to understand and participate in their future financial success. The workshops are offered at various Western locations and member worksites in or around the Los Angeles, Orange County, and Oxnard/Camarillo areas.

If you would like to receive email communications about upcoming workshops, please email Investment_workshops@Western.org. Please include your name, email address, and the location you are interested in.

For more information call 310-536-5042 or 877-254-9328 option 6.

 

April 21, 2015

12:00p - 1:00p

Western FCU, Community Room

Five Tips to Surviving Market Volatility

This workshop is designed to help you - Put market volatility into better perspective - Understand the importance of taking a long-term approach - Maintain realistic expectations regarding your investments - Implement a diversified investment strategy

 

May 2, 2015

9:00a - 10:00a

Residence Inn Marriott

The Basics of Estate Planning

Anyone who wants a say in how their assets are handled after they're gone should have an estate plan in place. But with so many rules and regulations, even knowing where to begin can be a challenge.

 

May 30, 2015

9:00a - 10:00a

Residence Inn Marriott

The Retirement Minefield

Learn more about how complex the retirement process can be, the importance of personal circumstances, and how avoiding mistakes can be just as important as managing risk in retirement.

 

June 27, 2015

9:00a - 10:00a

Residence Inn Marriott

Fight the Fear

When volatility enters the picture emotions can lead to irrational decisions. This program gives historical content to today's challenging environment to help alleviate anxiety and provides solid steps for achieving long-term goals.

Event Registration






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