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CapEd Credit Union Presents: "Lunch Money"

A Financial Well-being Webinar Series

Lunch Money: A Financial Well-being Webinar Series covers important topics relevant to the financial well-being of individuals and businesses.

In our 2020 fall series, we drew upon the expertise of experienced professionals from CapEd Credit Union and our community to inform attendees about everything from estate planning and medical plans, to educational resources for parents helping their children learn from home.

Join us this summer for six more digital educational opportunities! In this series, we'll dive into pro tips for student loan borrowers with our loan partner, Sallie Mae, and navigate the challenges and opportunities within the Treasure Valley's current real estate market with CapEd's own Mortgage Lending team. Register to attend any of the webinars below for free, or log into Facebook to view the live session on the date and time mentioned in the webinar card. Only Zoom registrants will be able to ask real-time questions during each session, so registration is encouraged!

View Our Past and Future Webinars

You can register for an upcoming webinar or view a webinar that has already concluded.

Scholarships - Finding Free Money for College

With presenter Raymond Yee, Director, Relationship Management at Sallie Mae
Hosted by Todd Christensen, CapEd's SVP of Advancement & Member Experience
Presented on: June 15, 2021

Scholarships can be a huge help to college-bound students and their families, but many don't know where to find them or how to apply. During this session, students and families will learn key tips for applying for scholarships, how to create a winning scholarship essay, and more.

Understanding the Cost of Student Loan Borrowing

With presenter Raymond Yee, Director, Relationship Management at Sallie Mae
Hosted by Lisa Hamilton, CapEd's Business Development Manager
Presented on: June 17, 2021

This session covers student loans in relation to the cost of college, the value of education, managing the costs and resources to pay for college, and credit management. Join us for this information-packed webinar for parents and students to manage their college loans with confidence.

What's Happening in the Treasure and Magic Valley Real Estate Markets?

With guests Jim Paulson, Owner and Broker of Progressive Reality; Ryan Swinney, Association Executive at Western Magic Valley Realtors and Broker with Bruce Swinney & Associates; and Lacy Askew, Realtor with 208 Real Estate and President of the Western Magic Valley Realtors
Hosted by CapEd's Kittie Shervik, VP of Mortgage Lending and Dan Sullivan, Mortgage Loan Manager
Presented on: June 22, 2021

Have home values truly increased 30% since 2020? Is the continued increase in home values sustainable? In this session, CapEd's Mortgage Lending department leaders, Kittie and Dan explore the state of southern Idaho's real estate market with three special guests: Jim Paulson, Ryan Swinney, and Lacy Askew. Jim brings his experience as the Owner/Broker of Progressive Realty Corp. He is a seasoned real estate instructor and has seen the ups and downs of Idaho's real estate market. You won't want to miss this hot topic discussion on buying and selling homes in Idaho.

Can a First-Time Home Buyer Buy a Home?

Hosted by CapEd's Kittie Shervik, VP of Mortgage Lending and Dan Sullivan, Mortgage Loan Manager
Presented on: June 24, 2021

Even in a challenging Idaho real estate market, there are opportunities for first-time home buyers who have a little patience. Dan and Kittie return to the screen to share information on programs to help individuals buying their first home in our state. They'll also share their insights and general tips for new buyers. Bring your questions to this rapid-fire Q&A, and Kittie and Dan will help find the answers!

Will Interest Rates Stay Low? How do you protect yourself in a changing rate environment?

Hosted by CapEd's Kittie Shervik, VP of Mortgage Lending and Dan Sullivan, Mortgage Loan Manager
Presented on: June 29, 2021

In this session, Kittie and Dan discuss the current mortgage rate environment and what might be on the horizon. Might? Well, that's just it: rates may stay low or they might go up. Learn more about how buyers can find certainty in a fluctuating rate environment with CapEd's Lock & Locate program, and how to secure the best rate.

It's Best Not to have a Mortgage Expense in Retirement. How do you ensure this future freedom?

Hosted by CapEd's Kittie Shervik, VP of Mortgage Lending and Dan Sullivan, Mortgage Loan Manager
Presented on: July 1, 2021

How do you pay off your mortgage before you retire? Whether that's right around the corner or years down the line, there are simple steps to get there and Kittie and Dan are here to help. Join them in their final webinar of the summer series as they share tips and techniques to get ready for a freer retirement.

Building Your Spending Plan (aka A Budget)

With Lisa Hamilton, CapEd Credit Union's Business Development Manager
Presented on: October 6, 2020

Budgeting isn't everyone's favorite activity, but it's important for financial well-being. So, let's take the word budget out of the equation and focus on managing your money through a spending plan.

Following Your Spending Plan

With Lisa Hamilton, CapEd Credit Union's Business Development Manager
Presented on: October 8, 2020

In this follow-up session, we'll review your assignments and progress from Building Your Spending Plan (aka A Budget) to ensure your money management is on the right path. Plus, we'll give you additional tips and debt repayment techniques to help you stick to your plan.

Estate Planning Unmasked

With Jen Wulf, Estate Planner and Founding Partner of Wulf Legal
Presented on: October 13, 2020

As a mom of two preschool children, Jen knows how hard it can be to carry the mental load of "adulting," especially during a pandemic! This webinar will provide a foundational understanding of estate planning concepts and the necessary documents that establish what will happen to you, your family, and your belongings if you become unable to make your own decisions or upon your death. She will discuss trust vs. will-based planning, how to put a plan in place for your children, and the importance of Power of Attorney and Living Will documents.

Demystifying Insurance and Disability Coverage

With Steve Marsh, Preferred Broker/CEO of Medical Plans of Idaho
Presented on: October 15, 2020

When it comes to insurance, it can feel like only the professionals understand the many kinds of coverage you can buy. In this webinar, Steve Marsh will teach you the ins and outs of medical insurance, life insurance, and disability insurance. Reserve your spot today so you can empower yourself with the information you need to select the insurance plan that's right for you.

How to Strengthen Your Credit Score

With Jenny Sandford, CapEd Credit Union's VP of Consumer Lending
Presented on: October 20, 2020

When it comes to credit, you’ve likely got a lot of questions: What's a good credit score? What helps build your credit and what makes it lower or higher? How do financial institutions use your score? This webinar is all about how your score helps you as a borrower and how you can strengthen it to create more financial freedom.

Distance Learning Resources for Families

With Kari Wardle, Education Manager at Idaho Public Television
Presented on: October 22, 2020

One of the biggest challenges for educators and parents in 2020 has been tackling distance learning for kids at home. In this webinar, Kari Wardle will share her knowledge and expertise as an Education Manager to provide families with resources to accommodate distance learning and help parents set themselves and their kids up for success. Click here to view the slide presentation for this webinar.

Markets 101: Taking the Fear Out of Investing

With Kent Owings & Nic Daniels, Financial Advisors at Tree City Advisors
Presented on: October 27, 2020

In this webinar, Financial Advisors, Kent and Nic, will cover the basics of investing and take the fear factor out of this vital piece of your retirement planning. They'll answer questions like, "Why does the stock market exist?", "How do I start investing?", "What is the difference between investing and trading?", and "Where can I go to get good advice?" Don't miss out on these key insights.

There is No Crystal Ball - Goals, Planning & Investment Types

With Kent Owings & Nic Daniels, Financial Advisors at Tree City Advisors
Presented on: October 29, 2020

Kent and Nic return for a second session to help you create your financial planning crystal ball: goals made and followed to reach your investment goals. It all starts with developing a plan for short-term, mid-term, and long-term investing with your budgets, income, diversification and fees in mind. With a plan in place, you can determine the best investment types to reach your goals. Join us and learn about stocks, bonds, mutual funds, ETFs, REITs, and more.

What is Cyber Security?

With Toby King, CapEd Credit Union's Chief Information Officer (CIO)
Presented on: November 3, 2020

It's become especially apparent in the recent months that we are living in a digital world and cyber fraud is a part of that reality. What is cyber fraud, and why is it important to know how to protect yourself online? Learn the ins and outs of the growing field of cyber security in this webinar, and be sure to check out Toby's follow-up session, How to Protect Yourself Online, to learn actionable insights and techniques for protecting yourself in the digital landscape.

How to Protect Yourself Online

With Toby King, CapEd Credit Union's Chief Information Officer (CIO)
Presented on: November 5, 2020

Are you on the alert yet? We hope so! This follow-up session briefly reviews the information about the digital fraud landscape shared in our last webinar, What is Cyber Security?, before diving into best practices to keep yourself safe online. Register to join Toby, once again, as he shares these helpful tips and information about what well-prepared companies are doing to manage their cyber security and protect their customers. Click here to view the slide presentation for this webinar.

An Integrated Approach to Business Banking and Cash Management

With Albert Kang, CapEd Credit Union's VP of Treasury Management
Presented on: November 10, 2020

All businesses and organizations manage cashflow. In this webinar, Albert, the head of CapEd's Treasury Management team, shares valuable lessons for those who manage banking for businesses and organizations. He will address ways to collect and disburse payments, mitigate risks with online business banking and business credit card programs, invest excess cash, and develop proper account structures efficiently and effectively.

Debts, Loans and Taxes – Oh My!

With Kent Owings & Nic Daniels, Financial Advisors at Tree City Advisors
Presented on: November 12, 2020

Kent and Nic return in their third webinar to outline strategies for reducing debt, paying off student loans, and understanding the basics of tax efficiencies. Learn how to get your personal debt under control.

Businesses Need Money. How Do You Get It?

With Casey Taylor, CapEd Credit Union's VP of Commercial Lending
Presented on: November 17, 2020

All businesses will incur debt to grow. Casey, CapEd's VP of Commercial Lending, will share what is a reasonable amount of debt for a business. He'll also walk participants through the process financial institutions follow to determine if your credit request is worth the risk. Need money for your business? We'll help you better understand how to get it.

Disclosures

Tree City Advisors (TCA) has an ongoing referral relationship with CapEd Credit Union (CapEd). CapEd may, from time to time, refer clients to TCA for any service provided by TCA and may be compensated for the referral. Tree City Advisors is an SEC Registered Investment Advisory Firm. Tree City Advisors and CapEd are unaffiliated firms. Investments are not obligations of CapEd and are not guaranteed by CapEd. TCA products involve investment risk, may go down in value, and are not federally insured.

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