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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.

Financial Capability in Bloom: How to Tell Healthy Debt from Harmful Debt

Register Online

 

Date and Time
Thursday, March 26, 2026
11:00 a.m. - 12:00 p.m.
45-minute webinar followed
by a 15-minute Q&A session
Location
Webinar
Register Online
Topics Covered
• Understanding care needs and warning signs
• Emotional impact and resilience techniques
• Economic impact: Budgeting, benefits, and fraud prevention
• Action plan and local resources to support your journey

Caring for Aging Loved Ones: Support, Solutions, and Next Steps is a SAFE Credit Union webinar designed for caregivers, families, and anyone supporting an aging loved one. This engaging session explores the emotional stress and financial challenges caregivers face, how to recognize when additional care is needed, and practical ways to plan ahead with confidence. Co‑presented by SAFE’s Financial Education team and Allyson Schloming, Certified Placement Agent and Founder of Allyson Senior Solutions, attendees will gain expert guidance on senior care options, cost considerations, fraud prevention, and local resources.

 

About The Speakers

  • Alex
Alex Becerra
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.


Allyson Scholming
Owner & Operator, Allyson Senior Solutions

Allyson Schloming, CPRS and Owner/Operator of Allyson Senior Solutions helps seniors and their families in navigating the sometimes difficult transition from living at home to Senior Living Communities. Allyson places in Independent Living, Assisted Living, Memory Care, and Residential Care Homes. She is passionate and committed to helping seniors locate the right community that fits their care needs and budget.

Allyson is President of the Sacramento Chapter of NPRA, National Placement and Referral Alliance. Host of the Caring Quail Podcast and a Diabetes Advocate.

Allyson has 2 adult children Kyle, 30 and Katy, 26. She enjoys skiing, kayaking and traveling.

 

 

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.

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