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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.

Fall Financial Check-Up: Budgeting Before the Holidays

Register Online

 

Date and Time
Tuesday, October 07, 2025
5:00 p.m. - 5:45 p.m.
30-minute webinar followed
by a 15-minute Q&A session
Location
Webinar
Register Online
Topics Covered
• Different budgeting techniques and methods
• How to pick the method best suited for you
• How to help build your savings more quickly
• Tools you can use to track and measure your progress
• How to establish an accountability mechanism"

You’ve identified your income and expenses, prioritized your bills, and have successfully met your basic budgeting and savings goals. Now, you’re ready to fine-tune and elevate your efforts to tackle some of your long-term goals and dreams. This session will provide you with different budgeting techniques and methods to help enhance your budget strategy for even greater success."

 

About The Speaker

  • Alex
Alex Becerra, CCUFC
Community Development Specialist, SAFE Credit Union

A proud Sacramento native, Alex Becerra is a Community Development Specialist at SAFE Credit Union supporting the Community Relations team. He is passionate about connecting with people and finding meaningful ways to partner with individuals and organizations that create, inspire, and uplift our communities. He also serves as host and lead producer of the Perfect Cents Podcast, SAFE's official financial wellness podcast.

In his personal life, Alex enjoys spending quality time with his wife and two children, writing songs, and engaging in extensive conversations about music, theater, and film.





 

 

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