Get Financial Education at Your Local Branch

April 26, 2019 | Linda Barner

Happy family who have attended Mission Fed' First-Time Homebuyer Seminars and Long-Term Care Workshops.

When it comes to lifelong learning, it’s a smart idea to have financial education at the top of the list. Financial education comes in many forms. Sometimes it’s from an online article, your tax professional, a friend or family member, and even from your bank! We offer in-person events to help you make smart decisions to reach your short- and long-term goals. Do you want to understand the ins and outs about buying or selling a home, or planning for Long-Term Care? Learn more at these educational workshops throughout San Diego County.

Help navigating the waters of homeownership

Mission Fed offers First-Time Homebuyer Seminars where a Mission Fed mortgage professional discusses the benefits, responsibilities, and considerations of homeownership, the application process and much more. First-Time Homebuyer Seminars are available throughout the year. Check our website to see when the next one is available.

At the First-Time Homebuyer Seminar you will learn:

  • The benefits and responsibilities of homeownership
  • Understanding your FICO score and what’s in your credit report
  • What to decide before you start house hunting
  • Understanding what you can afford
  • Common misconceptions
  • Mortgage Loans and the application process

Or, If you’ve been thinking about selling your home and moving up to a new one, but don’t know where or how to get started, the Mission Fed Real Estate Team of experts is here to help you! Find a Move Up Workshop in your area now.

At our Move Up Workshop you’ll learn:

  • How to sell your home for maximum return on investment
  • Potential tax implications whether you sell or rent your house
  • The benefits of upgrading and/or staging your home prior to listing it for sale
  • And much more!

How to plan for Long-Term Care

How will you care for yourself when you are older, or if you experience an accident or illness? Many people don’t realize that medical insurance typically only covers skilled care, not assistance with daily life activities, such as bathing and eating. Happily, there is an affordable way to help preserve your assets, your care and your peace of mind. With Long-Term Care insurance and protection, you’ll have coverage for your care—and receive assistance in the comfort of your own home, or in a skilled nursing facility if you prefer. Find out everything you need to know by attending a Long-Term Care Workshop. Here’s what you’ll learn:

  • Identify the best Long-Term Care plan for your needs
  • Learn about new legislation created to provide tax incentives
  • Save money with discounted plan options
  • Evaluate whether it’s better to insure or “self-insure” against the risk of Long-Term Care

You trust us to manage your money and fund your loans, so who other than Mission Fed is better equipped to help you make smart financial decisions to reach your short- and long-term goals? Find a financial education event near you! From our Escondido credit union to our El Cajon credit union location and everywhere in between, we're always close by. Visit MissionFed.com or any of our more than 30 local branches to find out more about these events or get in touch with a representative directly for one-on-one assistance.

Long Term Care Insurance offered through Capstone LTC Insurance Services. California License #0B57951. Services are not offered or performed by Mission Fed staff. The insurance offered is not a deposit and is not insured by the NCUA or guaranteed by Mission Fed. Additional terms, conditions and limitations apply.

The content provided in this blog consists of the opinions and ideas of the author alone and should be used for informational purposes only. Mission Federal Credit Union disclaims any liability for decisions you make based on the information provided. References to any specific commercial products, processes, or services, or the use of any trade, firm, or corporation name in this article by Mission Federal Credit Union is for the information and convenience of its readers and does not constitute endorsement, control or warranty by Mission Federal Credit Union.

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Linda Barner

Linda Barner

Linda Barner is VP Human Resources at Mission Federal Credit Union where she oversees the human resources and training and development functions. In addition to having over 20 years of experience in HR, Linda is a dedicated lifelong learner. She feels very fortunate to have found the perfect career for herself, because “professional student” does not pay the bills.

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