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SDCCU Invites the Community to Attend a Free Webinar on Tax Preparation

BALANCE Expert Rae Upchurch will offer insight into the fundamentals of tax preparation as part of SDCCU’s Financial Wellness Wednesdays

SAN DIEGO, Calif., (April 7, 2023) — San Diego County Credit Union^® (SDCCU^®), one of Southern California’s largest locally-owned financial institutions, is committed to offering financial education to the community through its educational webinar, Tax Time: Taking the Confusion Out of Taxes. 

This free webinar will take place on Wednesday, April 12, 2023 at 12:00 p.m. and is open to the public. Virtual seating is limited, and reservations are required. To register and learn more details, please visit sdccu.com/fww.

BALANCE expert Rae Upchurch will discuss the fundamentals of taxes to help make tax season less confusing. She will specifically focus on how to submit a federal tax return, calculate your tax burden, the options available if you owe and the collection process for unpaid taxes.

“We’re pleased to partner with BALANCE Financial Fitness to offer the community a free resource to help with tax preparation,” said SDCCU President and CEO Teresa Campbell. “Financial knowledge is foundational, and we encourage community members to join this presentation to help take the confusion out of tax filing.” 

This webinar is part of Financial Wellness Wednesdays, an ongoing program hosted by SDCCU to help provide the community access to free financial wellness information. For a complete list of upcoming Financial Wellness Wednesday presentations, visit sdccu.com/fww.

SDCCU is one of the nation’s top credit unions, proudly serving the financial needs of customers in Southern California counties, including Imperial, Los Angeles, Orange, Riverside, San Bernardino, San Diego, San Luis Obispo, Santa Barbara and Ventura. SDCCU has assets of $11.1 billion, over 438,000 customers, more than 40 convenient branch locations, and 30,000 surcharge-FREE ATMs. SDCCU provides breakthrough banking products that meet the demands of today’s lifestyle and delivers banking services that save customers money. SDCCU is leading the way, offering FREE Checking with eStatements, SDCCU mobile banking, mortgage loans, auto loans, Visa^® credit cards, and business banking services. Membership required. Federally insured by NCUA. Equal Housing Opportunity. NMLS #580585. For more information, visit sdccu.com.