Routing # 321076470

Event Listing

Free Event
Smart & Safe: Protecting Yourself Against Fraud

April 23, 2025

5:30pm PT

Financial fraud is becoming more sophisticated, especially for seniors, who are often targeted. Join our webinar to learn practical ways to protect yourself and your loved ones and discover the tools Patelco uses to guard against scams and financial exploitation.

Veronica Dangerfield will be joined by Jennifer Mink, Director of Member Experience and Financial Wellbeing at Patelco. With 30 years of experience, Jennifer is a passionate advocate for preventing elder financial abuse and a recognized expert on scams targeting seniors. She also spearheaded Patelco’s Trusted Contact Program, making Patelco one of the first credit unions in the U.S. to offer this service.

Bonus for joining us: Three attendees will be randomly selected to win a $25 e-gift card.

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Free Event
2024 Tax Updates

March 26, 2025

5:30pm PT

Join us for an informative webinar covering essential tax updates, including recent changes, revisions, and new filing options. We’ll also dive into the latest laws impacting retirement savings and explore changes to IRS enforcement. Our guest speaker, Timothy Roscoe Carter, a Qualified Tax Expert, will share valuable insights, while Veronica Dangerfield, Senior Financial Wellbeing Educator, will host the session. Don’t miss this opportunity to stay ahead of the curve with expert guidance on navigating these important updates.
 
Bonus for joining us, we’ll select 3 attendees at random for a $25 e-gift card.

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* Nicole Hood is not affiliated with Patelco Credit Union

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