Seminars & Events
Come take advantage of these FREE presentations and community events so we can pass our knowledge to you, answer important questions or just have a good time!
Seminars are held at our Burbank Branch located at 1800 W. Magnolia Boulevard unless otherwise noted.
The 5 Pillars of Retirement
Tuesday, July 14th, 2026
6:00 pm - 7:00 pm
Presenter: Presenter: Adam Fallert and Shelby Rothman of EnJoy Financial* As seen on Fox 11 News LA, Spectrum News 1 SoCal, NBC Los Angeles & Yahoo Finance.
LEARN HOW TO OPTIMIZE THE 5 PILLARS OF RETIREMENT
Market changes, wills & trusts, investment options, long-term care, tax updates, and more—what do they all mean for your retirement? You’ve worked hard for what you’ve built. Now it’s time to make your retirement plan work harder for you.
Join us for an interactive, educational workshop covering:
- Risk management in today’s market environment
- Stress-free income strategies
- Tax planning for retirement and your estate
- Long-term care and legacy planning
- Investment options tailored for retirement
Learn practical strategies to potentially reduce taxes on your retirement income, position your investments for better returns, and protect your estate for the ones you love. Understand whether wills, trusts, or other planning tools are right for you, and how to safeguard your assets from creditors, lawsuits, divorces, or other unexpected events
* EnJoy Financial is a registered representative of Cambridge Investment Research Inc. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer. Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. CA Insurance License 0C92876. Cambridge does not offer tax advice. Cambridge and EnJoy Financial and Gain Federal Credit Union are not affiliated. Non-deposit investment products are not guaranteed by the credit union, not insured by the NCUA, and may lose value.
This is just one episode of The Better Banking Podcast. Download all episodes to hear more!
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