Becoming a Homeowner I – Preparing for Homeownership
Buying a home is one of the biggest financial decisions you’ll ever make – and preparation is key. This free webinar session, presented by BALANCE, focuses on helping you understand what it takes to be ready for homeownership, from assessing your financial situation to navigating the pre-purchase process. You’ll gain the tools and knowledge you need to confidently take your first steps toward owning a home.
By the end of this webinar, participants will be able to:
- Assess their financial readiness for buying a home, including credit, debt, and savings
- Understand the importance of budgeting for upfront and ongoing homeownership costs
- Explain key steps in the pre-purchase process
- Identify potential obstacles (like credit issues or debt) and steps to address them
- Create a personal action plan to prepare for homeownership with confidence
Upcoming Webinars
Tuesday, May 5
10:30 a.m. PT
OR
Thursday, May 14
2 p.m. PT
Understanding Living Trusts
One of the most important issues you may face as an investor is how to properly transfer your assets to the people you care about without the inconvenience of probate and estate taxes.
If you are interested in learning how a living trust works, we invite you to attend this one-hour seminar that will provide you with a basic understanding of how trusts work and the opportunity to get answers to your questions. There is no cost to attend this event, but reservations are required. Please feel free to invite a guest.
Hosted by a local expert, Philip M. Flanigan, is a well-respected attorney in Fresno with over 20 years experience in the estate planning field who practices exclusively in the area of estate planning, wills and trusts, and probate and estate administration. This event is facilitated and brought to you by A. Kong Phimmachack, CERTIFIED FINANCIAL PLANNER® professional and Investment Representative.
Hosted by a local Trust / Estate Law Firm. Logan R. Howard is a well-respected attorney with experience in the estate planning field who practices exclusively in the area of estate planning, wills and trusts, and probate and estate administration. This event is facilitated and brought to you by Jason M. Nenadov, Investment Representative.
RSVP to Lynette Tate at 559-437-7946 to reserve your seminar spot!
Kong Phimmachack and Jason M. Nenadov are registered representatives with, and securities and advisory services 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. EECU and EECU Member Investment Services are not registered as a broker-dealer or investment advisor. Registered Representatives of LPL offer products and services using EECU Member Investment Services, and may also be employees of EECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of EECU or EECU Member Investment Services. 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 |
Philip M. Flanigan, Logan R. Howard, EECU Member Investment Services, and LPL Financial are not affiliated.
EECU Member Investment Services and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
Customized EECU Workshops
We offer a variety of workshops for students and adults of all ages. EECU provides all the resources for this exciting and educational training program presented to school classrooms, community groups and more. Learn more about our award-winning Wise Up program, our Fun with Money program, our Credit Wise workshop, and more:
