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Wealth Management Events

Events and Webinars

Empower your future. Take advantage of our useful webinars to help improve your financial well-being.

Insider Tips On Purchasing & Refinancing Your Next Vehicle

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Date and Time
Friday, June 20, 2025
11 a.m. to 12:00 p.m.
45-minute webinar followed
by a 15-minute Q&A session
Location
Webinar
Register Online
Topics Covered
• Pros and Cons of buying new or used
• How to secure financing and get the best rate possible
• How to protect yourself and your vehicle

Is the open road calling your name? If you're in the market now is the time to learn auto buying options that will get you on the road. Join one of SAFE’s auto loan experts for insider tips on purchasing and refinancing a vehicle. 

 

About The Speakers

  • mdougherty_4x5
Miriam Dougherty, CCUFC
Community Development Specialist, SAFE Credit Union
Miriam Dougherty serves the community with over a decade of experience in the financial sector, four of those years dedicated as a Financial Educator. In addition to being a graduate from Fresno State with her BA in Mass Communication and Journalism, Miriam is also a Certified Credit Union Financial Counselor. Miriam is the proud daughter of a first-generation Texas Native and an immigrant from Michoacán, Mexico. When she is not spending time engrossed in a book or enjoying all things Disney, Miriam loves to spend the majority of her time with her husband and two young children. 

  • llomeli
Lawrence Lomeli
AVP, Consumer Lending, SAFE Credit Union

Lawrence is vertically integrated in both the finance and auto industries. He has acquired a broad knowledge of management techniques over his 30-year career with a variety of financial institutions including banks and credit unions. Lawrence currently manages an auto portfolio over $1 billion and the team responsible for loan acquisitions. A graduate from California State University Hayward-School of Business & Economics with a degree in Finance and special training with the Dale Carnegie Institute.

 

 

Financial Advisors are registered with, and securities and advisory services are 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. SAFE Credit Union and SAFE Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SAFE Financial Services, and may also be employees of SAFE Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SAFE Credit Union or SAFE Financial Services. Securities and insurance products 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
 

SAFE Credit Union provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay the financial institution for these referrals. This creates an incentive for the financial institution to make these referrals, resulting in a conflict of interest. SAFE Credit Union is not a current client of LPL for brokerage or advisory services. Please visit LPL Financial for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

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