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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 Starts at Home: How to Talk Money with Family

Register Online

 

Date and Time
Tuesday, April 28, 2026
11:00 a.m. - 11:45 a.m.
30-minute webinar followed
by a 15-minute Q&A session
Location
Webinar
Register Online
Topics Covered
• Deciding what topics to discuss
• Questions to get your conversations started
• Setting money goals together"

How do you start a conversation with someone about money Whether you’re in a new relationship navigating financial discussions, with a partner trying to make ends meet, or a parent teaching the value of a dollar, this webinar is for you! Talking openly and comfortably about finances is an important step in helping your household develop a healthy relationship with money. Join SAFE’s Financial Wellness Team to turn this once taboo topic into a common place within your home.

 

About The Speakers

Eli Lopez
Financial Wellness Educator, SAFE Credit Union

Dedicated to community impact, Eli Lopez serves as a Community Development Specialist at SAFE Credit Union. In his career, he has supported businesses and individuals in their personal & professional growth. He is a graduate from University of Texas at Dallas with a Master’s Degree in Leadership & Organizational Development, Eli is also a credentialed coach with the International Coaching Federation (ICF).

In his free time, he enjoys practicing and teaching martial arts, attending educational events 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.

LPL Financial Form CRS