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.

Your Retirement Benefits, Working Together: Pensions, Deferred Compensation & Rollover Options

Monday, November 9th, 2026

6:00 pm - 7:00 pm

Presenter: Adam Fallert and Shelby Rothman of EnJoy Financial* 

The transition into retirement brings important financial decisions that can have a lasting impact for years to come. This educational seminar will examine how pensions, deferred compensation plans, and rollover options play different roles in your retirement strategy. Join the advisors at EnJoy Financial as they discuss common pension coordination mistakes, best practices, and practical options to help individuals maximize their benefits for their family

Register to Attend

* 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.

adam fallert and shelby rothman

Preparing for Retirement's Most Important Years: The Retirement Red Zone

Tuesday, December 1st, 2026

6:00 pm - 7:00 pm

Presenter: Adam Fallert and Shelby Rothman of EnJoy Financial* 

You only retire once but preparing for retirement requires navigating decisions you may only face once in your lifetime. The Retirement Red Zone focuses on the critical years before and after retirement, when thoughtful planning can help create a smoother transition into this next chapter. Join EnJoy Financial for an educational discussion covering retirement income planning, taxes, healthcare considerations, investments, and common challenges to evaluate as you prepare for life beyond the paycheck.

Register to Attend

* 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.

adam fallert and shelby rothman