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Wealth Management Events

Events and Webinars

Empower your future. Take advantage of our useful webinars to help improve your financial well-being.

Making Home Equity Work For YOU

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Date and Time
Thursday, October 17, 2024
12:00 p.m. - 1:00 p.m.
45-minute webinar followed
by a 15-minute Q&A session
Location
Webinar
Register Online
Topics Covered
• Understanding equity
• Paying off debt with equity
• Using equity as a safety net
• Using equity to build wealth"
Join SAFE Credit Union’s Financial Education team as they explore the ways a SAFE Home Equity loan can help you build financial freedom for your future. 

 

About The Speakers

  • Savannah-Brown
Savannah Brown
Financial Wellness Educator, SAFE Credit Union
Savannah Brown, Financial Educator at SAFE Credit Union, has dedicated the last decade to perfecting her skills in the financial industry. Savannah is also a Certified Credit Union Financial Counselor. She is driven to combine her extensive financial background and facilitation knowledge in order to create unique and informative experiences for the communities that she serves.  Always passionate about learning more, and then sharing with others; Savannah has had the privilege to work with numerous organizations to help increase their financial and professional wellbeing. When she is not enriching lives on the financial end, she is working out, staying active, and spends time practicing gratitude and mindfulness. 

  • Kurt Munch
Kurt Munch
Home Loan Consultant, SAFE Credit Union

Kurt is a committed educator and advocate for the SAFE members he serves. He is one of the few mortgage professionals who is a Certified Mortgage Professional Specialist through the CMPS Institute. With over 30 years of real estate experience and $1 billion in loans funded, Kurt has been fortunate to have the opportunity to work with thousands of homeowners, assisting them with their financing needs. He brings a wealth of experience, knowledge, and know-how to his clients. Kurt likes to meet members over coffee to get to know them on a personal basis. Building strong relationships helps him find the mortgage option that works best for his clients’ short- and long-term goals. His greatest strengths include his capacity to adapt to change, his strong communication skills, and his ability to identify potential issues up front to curtail surprises later.

Kurt enjoys playing with his sons and coaching their sports teams. The Denver native who graduated from San Diego University finds adventure on the slopes with a snowboard and on the waves with a surfboard.

 

 

Financial Advisors are registered with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. SAFE Credit Union and SAFE Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SAFE Financial Services, and may also be employees of SAFE Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SAFE Credit Union or SAFE Financial Services. Securities and insurance products 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
 

SAFE Credit Union provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay the financial institution for these referrals. This creates an incentive for the financial institution to make these referrals, resulting in a conflict of interest. SAFE Credit Union is not a current client of LPL for brokerage or advisory services. Please visit LPL Financial for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

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