Learning and insights for your financial journey
Explore upcoming seminars, watch past webinar recordings, and stay informed with our Wealth Management newsletters.
Wealth Management Insights
Available through LPL Financial (LPL)
Contact Us: Wealth Management Insights Account View Portfolio: Wealth Management Insights
Register for an upcoming seminar
We invite you to join us for our upcoming complimentary in-person seminar.
Seminar: "Create Protected Lifetime Income for Your Retirement"
Presented by Wealth Management at Ventura County Credit Union, in partnership with Pacific Life, we'll be discussing:- Retirement income landscape
- How to anticipate your retirement needs
- Unknown retirement risks and more
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Date: Tuesday, July 28, 2026 Time: 5:00 – 6:00 PM Location: VCCU Community Room 2575 Vista Del Mar Drive, Ventura, CA 93001 |
Please register below to sign up for this seminar. Guests are welcome to join!
Register Here
View past webinar recordings
Live webinar: Washington Policy Update and Planning Considerations
Our guests from Franklin Templeton reviewed the latest tax policy updates, government spending and debt outlook, and key wealth‑planning opportunities for the year ahead.
Date of recording: 3/19/2026
Live webinar: Family Legacy - Discovering What’s Really Important
Wealth Management at Ventura County Credit Union in partnership with Allianz, discusses the importance of legacy, the four pillars of legacy, and capturing your own family legacy.
Date of recording: 6/12/2026
Get in touch
We’re here to help! From reviewing your portfolio to assessing your short‑ and long‑term financial goals. Schedule your complimentary no-obligation review or contact your advisor today!
Contact UsVCCU is a full-service, Southern California credit union with branches in Ventura, Port Hueneme, Oxnard, RiverPark, Camarillo, Thousand Oaks, Simi Valley and Moorpark. If you live, work or attend school in Ventura or Santa Barbara Counties, you are eligible to join!
The financial professionals are Financial Advisors with, and securities offered through LPL Financial, Member FINRA/SIPC. Insurance products are offered through LPL or its licensed affiliates. Ventura County Credit Union (VCCU) and Wealth Management at Ventura County Credit Union ARE NOT registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management at Ventura County Credit Union, and may also be employees of VCCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of VCCU or Wealth Management at Ventura County Credit Union. Securities and insurance 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 |