Patelco Credit Union offering financial education webinars

Virtual Series will allow for safe, accessible education opportunities

DUBLIN, CA (September 29, 2020) — Patelco Credit Union will be hosting a series of virtual webinars through the end of the year to provide members virtual guidance on financial wellness topics.

“We know our members are concerned about their finances right now, and we want to provide them guidance and support in a safe, accessible way,” said Wendy Haller, VP of Member Experience at Patelco. “These webinars address concerns like budgeting, credit and retirement planning, topics that we know are top of mind for our members. Now more than ever, we want our members to know we’re here for them.”

On October 7, Patelco will host an interactive workshop about budgeting for success in partnership with Habitat for Humanity. With so many feeling limited by their finances, this webinar will help attendees create realistic and intentional budgets by analyzing past spending habits to create a plan with purpose.

The following will be additional topics covered in the month of October:

  • Understanding Social Security, October 8
  • Retirement Planning: The Basics, October 13 & 22 – in partnership with BALANCE

For more information about Patelco’s financial webinars,including dates, times and sign-up information, please visit

About Patelco Credit Union

Dublin, Calif.-based Patelco Credit Union is a not-for-profit credit union committed to serving the financial health and wellbeing of its membership. With 500,000 members, primarily in and around northern California, Patelco is dedicated to improving its members’ financial health and wellbeing by offering personalized solutions, advice, and expertise that empower members to live their best financial lives. Founded in 1936 with $500 in assets by Pacific Telephone and Telegraph Company employees, Patelco is in the top one percent of U.S. credit unions with more than $9 billion in assets. For more information, visit


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