Onsite Events & Free Educational Seminars

For your convenience, the seminars are held at the time and location of your choosing. With sufficient notice, Tech CU can accommodate almost any schedule: during the workday, at lunchtime, even after work hours and Saturdays. To schedule an educational seminar, please contact your Member Outreach Consultant or complete an online Event Request. Below is a list of seminars and events currently available:

Enrollment Events

Company Onsite
Tech CU offers exclusive promotions for employees of our member companies. To take advantage of these offers, book an onsite enrollment event. A Tech CU Member Outreach Consultant will come to your company location and open new accounts for your employees onsite.

Company Health Fair
Tech CU wants to be a part of your next company health fair. We will provide fun giveaways and the opportunity for your employees to open a Tech CU account at the event.

Real Estate Seminars

1031 Exchange
At this seminar, your employees can find out how they can defer capital gains tax when they are selling and buying investment property. Our presenters will educate your employees about both the benefits and the requirements of a “1301 Exchange.”

Homebuyer’s Seminar
If your employees are interested in purchasing a home but feel uncomfortable with the home buying process, this seminar will help ease their fears and empower them to shop confidently for both their home and a first mortgage loan.

Investment Seminars*

Tech CU Financial Services – through our broker dealer CUSO Financial Services, L.P. (CFS)* –provides educational seminars designed to help your employees accomplish their financial goals at no cost or obligation to your company. These seminars will educate your employees about important financial topics and are not intended to sell products or services.

Basic Investment Strategies*
Whether your employees are new to the world of investments or have several years of experience, they will benefit from this workshop. This seminar addresses such topics as the risk/reward theory, sector investing, long-term versus short-term investments, and asset classifications.

Investing in Volatile Times*
A volatile market shouldn’t prevent your employees from investing in their financial futures. We will discuss strategies, such as diversification and dollar cost averaging** that may help get them through the best and worst of times.

401(k) Rollover Strategies*
By providing your employees a wider selection of investment vehicles and strategies, we can help them decide where to place their 401(k) Rollover funds or how to consolidate their retirement accounts, and design an investment portfolio that will help meet their specific financial needs and goals.

Retirement Planning*
Saving for retirement is a lengthy, but important process. This seminar is designed to help your employees plan how much money they will need for retirement so that they can invest wisely today to meet their goals–and we can show them different strategies to help them achieve these goals.

Financial Planning*
Planning for a secure financial future involves setting realistic goals and making the investments necessary to achieve these goals. The Financial Planning seminar creates awareness of the importance of prudent financial planning and provides insight into the planning process.

Education Funding*
The cost of college is rising at twice the rate of inflation. In this seminar, we address the different financial strategies available, such as the 529 College Savings Plan, for saving and investing for higher education.

Tax–Advantaged Investment Strategies*
Are your employees looking for a way to potentially reduce their taxable income or to defer taxes** paid on investment income? In this seminar we cover the many strategies that may allow them to benefit from tax–advantaged investments.

*Investments offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, not Credit Union guaranteed, and may lose value. Financial Advisors are employees of Tech CU and registered through CFS. Technology Credit Union is in partnership with CFS (Member FINRA/SIPC). For specific tax advice consult a qualified tax professional.

**A systematic investment plan does not assure a profit and does not protect against loss in declining markets. Such a plan involves continuous investment, so investor should consider financial ability to continue purchases through periods of low price levels.