Alliance Credit Union
800.232.8669 Routing Number : 321176804
800.232.8669   Routing Number : 321176804

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Community Events

If you are planning to buy a home, save for college, or even buy a new car,
Alliance offers a wide variety of educational seminars and tools
to help you reach your goals and to stay safe in this changing financial landscape.
Browse our seminars in North Carolina and California and
read about the community events we participate in below.

Upcoming Seminars:

Home Buying Seminar
San Jose, CA

Choosing A College
San Jose, CA & Wilmington, NC

Idenity Theft
San Jose, CA & Wilmington, NC

Living Trust
San Jose, CA


Community Events:

Morgan Hill Run and Bike Festival
Morgan Hill, CA
 




 

Living Trust
San Jose, CA

October 25
5:30 PM - 7:00 PM


Alliance Community Center
3315 Almaden Expressway, Suite 35 
San Jose, CA 95118 
+ Google Map

Learn the steps to protecting your assets, while providing for your loved ones. Speaker John Erik Franker, JD, LLM Estate Attorney will discuss several important issues, including:
  • The advantages and disadvantages of Wills and Living Trusts
  • How you may protect your estate and maintain your privacy, if you become incapacitated
  • How to create a plan to protect your assets before you need Long Term Care
  • Why putting property in your children’s names may be a mistake
  • How to plan your estate, so it may pass to your loved ones most efficiently
  • How probate works and, more importantly, how you may avoid probate altogether
  • How you may protect your children’s inheritance from probate, lawsuits and unstable marriages
  • How you may provide for special needs children and grandchildren
 
Space Is Limited: Reserve your seat today at Seminars@alliancecu.org.
Complimentary refreshments will be served.

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Home Buying Seminar
San Jose, CA

November 2nd
6:00PM - 7:30PM PST



Alliance Community Center
3315 Almaden Expressway, Suite 35 
San Jose, CA 95118 
+ Google Map


Learn important information about the home-buying process. We will cover the most current information on home loans, what to look for in a home, what home inspectors look for and how the escrow process supports your home purchase. We invite you to meet the professionals who will provide you with the knowledge you need to purchase your new home.

Who Should Attend: first-time home buyers, home owners who are ready to sell and real estate investors.
 
  • Home Loans – Gain an understanding of the different types of mortgages available and which one works best for you.

    Presented by Monaka Jackson, Alliance Mortgage Loan Officer, NMLS# 804606.
     
Home Buying – Learn about the path of successful home ownership, owning vs. renting, home selection and more.

Presented by Micheal Mendenhall of Keller Williams, CalBRE# 00872602

 Reserve your seat today


Choosing A College

Learn some points concerning what to look for when choosing which college to attend. We will cover such items as what fits your budget and what type of college lifestyle you would like to be part of. Also, the pros and cons of community, private, and state colleges.
 
We will also cover “The Scholarship Application Process” – When to apply and the different types of financial options that are available to you and when and where your search should begin

San Jose, CA
October 26
5:30pm - 6:30pm

Alliance Community Center
3315 Almaden Expressway, Suite 35 
San Jose, CA 95118 
+ Google Map

Presented by: Robin Campbell, Financial Education Specialist
California: RSVP

Wilmington, NC
October 26
5:30pm- 6:30pm

Alliance Community Center
237 Racine Dr
Wilmington, NC 28403

Presented by: Kandra Romeo, Business Development Manager

North Carolina RSVP

 


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Identity Theft

We will discuss two types of identity theft, you will learn how crooks get your personal information, tips on how to minimize the risk of ID theft.
We will also cover warning signs that you may be a victim of identity theft and what to do if you’re a victim and where to get help.

San Jose, CA
November 9 & 16
5:30pm - 6:30pm

Alliance Community Center
3315 Almaden Expressway, Suite 35 
San Jose, CA 95118 
+ Google Map


Presented by: Robin Campbell, Financial Education Specialist

California: RSVP

Wilmington, NC
November 9 & 16
5:30pm - 6:30pm

Alliance Community Center
237 Racine Dr
Wilmington, NC 28403

Presented by: Kandra Romeo, Business Development Manager

North Carolina: RSVP



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