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Home > Financial Wellness > Adult Program Schedule

SnoCope's Award Winning Financial Wellness Program for 2024

This program is available to SnoCope members, our employer groups and the surrounding community.  We have a complete brochure that has our program for 2024 and additional details, click here to view and print.

Our seminars are held virtually (via Go ToWebinar), but you can attend in person if you choose, just call the branch to register or click here to email Tracey in our Marketing Department.  Each topic is presented twice once at 10AM and again at 12PM, unless a special topic and then only at 12PM.  The information presented is the same between the two sessions.

To self-register:

  • Choose the topic you're interested in
  • Pick what time works best for your schedule
  • Click on the "Click here" next to each title/time
  • This will take you to the registration page, just fill out the information

 

  • Or you may contact Tracey Johnson. Phone: 425-405-9983 / Email: Tracey@SnoCope.org.
    • Be sure to provide the name of the seminar you wish to attend, the date, your name, your email & your phone.
    • We ask for an RSVP so we can send you an email invite to self-register. 

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March 20, 2024    Tax Planning Changes  Through Four Stages of  Retirement 

Do you know how tax strategy changes through the four stages of retirement? It’s harder than you think and it needs careful preparation. Retirees often don’t understand how taxes work in retirement. But they’re keenly concerned about the size of their tax bill each year. Learn what’s involved in creating a retirement tax strategy.  In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way.  

To self-register for the 10AM Session click here.

To self-register for the 12PM Session click here.

To watch in person at the branch, email Tracey by clicking here.

 

April 17, 2024        Transitioning to Medicare


What Medicare is, who is eligible for it, and how you get it?
Who needs to enroll in Medicare and when?  The two ways to have Medicare—and how to choose?  What Medicare costs, and how to mitigate those costs through private insurance? How to start preparing for future healthcare costs?

To self-register for the 10AM Session click here.

To self-register for the 12PM Session click here.

To watch in person at the branch, email Tracey by clicking here.

 

May 7, 2024        Fraud, Identity Theft & CyberSecurity


We at SnoCope have seen a drastic increase in fraud and account related cyber crime and want to give you the opportunity to learn ways to protect yourself, your finances and your family.  FBI Special Agent Lanza will explain easy ways to:  Guard your Social Security Account, Protect your credit reports, Avoid scams, Safeguard yourself from financial account takeovers, Shield yourself from wire fraud, Protect your computer, Prevent identity theft, Avoid home title fraud, Defend your devices and home systems.

To self-register for the 12PM Session click here.

To watch in person at the branch, email Tracey by clicking here.

 

May 15, 2024        Preparing for Retirement

If you are trying to figure out how to retire and wondering how much money you will need for retirement, or when the right time to retire really is --- this seminar is for you. Often, retirement questions include our loved ones with whom we share our retirement income and our concerns about the greatest risks to our retirement. Learn how to invest for retirement and gain more control of your future plans.  How do I want to retire?  How much money will I need to retire?  When is the right time to retire?  Who do I share my retirement income with?  What are the greatest risks to my retirement?  How do I invest for retirement?

To self-register for the 10AM Session click here.

To self-register for the 12PM Session click here.

To watch in person at the branch, email Tracey by clicking here.

 

June 19, 2024        Washington State PERS
    Overview and Options of Retirement Benefits of the Washington State Retirement System 

To self-register for the 10AM Session click here.

To self-register for the 12PM Session click here.

To watch in person at the branch, email Tracey by clicking here.

 

July 10, 2024        Healthcare in Retirement
Are you prepared for retirement? Do you have a healthcare plan in place?  

The possibilities can be daunting, but planning ahead can make it easier. The Healthcare in Retirement workshop can help you prepare to take care of yourself during your retirement years. Specifically, we will discuss:  Options for healthcare in retirement; The importance of advance directives; Paying for it

To self-register for the 10AM Session click here.

To self-register for the 12PM Session click here.

To watch in person at the branch, email Tracey by clicking here.

 

August 21, 2024    Savvy Social Security
What everyone needs to know to make the most of their social security retirement income. Whether you are a Baby Boomer or Generation X or Y, or a Millennial... you will find this presentation valuable and informative. This seminar will answer these questions: Will Social Security be there for me? How much money can I expect to receive? When should I apply for Social Security? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

To self-register for the 10AM Session click here.

To self-register for the 12PM Session click here.

To watch in person at the branch, email Tracey by clicking here.

 

September 5, 2024    Fraud, Identity Theft & CyberSecurity

We at SnoCope have seen a drastic increase in fraud and account related cyber crime and want to give you the opportunity to learn ways to protect yourself, your finances and your family.  FBI Special Agent Lanza will explain easy ways to:  Guard your Social Security Account, Protect your credit reports, Avoid scams, Safeguard yourself from financial account takeovers, Shield yourself from wire fraud, Protect your computer, Prevent identity theft, Avoid home title fraud, Defend your devices and home systems.

To self-register for the 12PM Session click here.

To watch in person at the branch, email Tracey by clicking here.

 

September 18, 2024     Understanding life Insurance
What are the different types of insurance? How much life insurance do I need?  What type of life insurance should I buy?  Life insurance options/benefits?  Jeff will answer all these questions for you!

To self-register for the 10AM Session click here.

To self-register for the 12PM Session click here.

To watch in person at the branch, email Tracey by clicking here.

 

October 16, 2024     Wealth Transfer Planning
What is a wealth transfer plan?  In most families, the needs and interests of family members overlap. Even if your money is separate, strategies need to happen for all.  Do you need a caregiving plan established for your parents? Do you own a business, there’s a lot to consider there.

To self-register for the 10AM Session click here.

To self-register for the 12PM Session click here.

To watch in person at the branch, email Tracey by clicking here.

 

October 29, 2024    Final Wishes Conversations - Facts You Should Consider: A Discussion with a Funeral Director and SnoCope’s Branch Manager
A difficult discussion to have, but a necessary one – What happens when you pass on?   A presentation hosted by a local Funeral Director that goes over the most common questions and concerns families have regarding what happens when you or a loved one passes, and a funeral needs to be planned.  But she presents the information in a more pleasant manner with an upbeat theme at a better time in life when you can clearly think about matters.  This is a lighthearted approach to a challenging topic with transparent, factual answers for the questions you and your family might face.  Finishing the discussion, you’ll here from the SnoCope’s Branch Manager on what we, as a financial institution, need to have from the family when someone passes and the process we must follow legally when money is involved.

To self-register for the 12PM Session click here.

To watch in person at the branch, email Tracey by clicking here.

 

November 20, 2024        Savvy IRA Planning
How does my IRA fit into my overall plan?  When do I need to take withdrawals and how much do I have to take?  Learn the rules for indirect and direct rollovers; IRA rollovers; the stretch IRA, Net unrealized appreciation transactions.  You will learn the six different option your retirement plan funds; SECURE Act changes to IRA planning; when to leave assets in a company retirement plan; when to roll over an IRA; when to convert to a Roth IRA.

To self-register for the 10AM Session click here.

To self-register for the 12PM Session click here.

To watch in person at the branch, email Tracey by clicking here.

 

SnoCope Credit Union Disclosures:
Jeff Downer is part of Cetera Investors and any investment products offered by Cetera are not insured by NCUA.  The investment products are not insured by the Federal Deposit Insurance Corporation (FDIC), not obligations of, and not guaranteed by SnoCope Credit Union or any SnoCope affiliated entity and are subject to investment risks, including the possible loss of the principal invested, and are not obligations of SnoCope Credit Union.
 
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