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Member Company Workshops

Workshops that are educational, engaging and easy to understand

Workshops for Members

We have a variety of workshops to help you provide the information your staff needs about their finances. We’ll provide workshop posters, a copy of the presentation prior to the workshop and all handouts. All workshops are free, and tailored to your company, scheduled at a time that is convenient for your staff.

Taking Control of Your Finances
Investing 101
Saving for College - Parents with young children learn about savings vehicles like the 529 Plan.
Understanding Life Insurance
Car Buyers - Tips from our car buying experts to help you make your next vehicle purchase.
Women in Investing*
Fraud Prevention
Buy vs. Rent
Saving for Retirement*
Retirement Bound* - For members within 5-10 years of their retirement date.
Making the Most of Social Security*
Planning for Healthcare in Retirement*

Contact our Business Development Team by email or (800) 468-5500 ext. 3671 to become a member company or set up your workshop!

*Programs offered by CAP COM Financial Services.
CAP COM Financial Services - Securities products offered through LPL Financial, Member FINRA/SIPC. Annuities offered through LPL Financial or its licensed affiliates. A Registered Investment Advisor, CAP COM Financial Services is a division of CAP COM Federal Credit Union. CAP COM Financial Services and CAP COM Federal Credit Union are not registered broker dealers and are not affiliated with LPL Financial. Financial planning, tax preparation and insurance services offered through CAP COM Financial Services, LLC.
Not NCUA insured
No credit union guarantee
May lose value