Many people say they would benefit from having basic financial and investment education and information. Consider attending one of our many educational seminars held throughout the year. You can also visit our online research center, which provides information on a variety of financial topics.
We offer complimentary seminars throughout the year helping to educate you on everything from retirement planning to investment strategies. Just a few of the topics we address include:
Consider joining us for a seminar. For more information, check out our calendar of events.
Can’t attend a seminar? We offer easy access to the most up-to-date research. This content is revised frequently to reflect the latest facts, figures, key legislation and economic trends:
For more information, call us at (800) 851-8549, set up an appointment or use our contact form. You can expect a response within 1-2 business days.
*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. Technology Credit Union (Tech CU) and Tech Financial Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Tech Financial Management, and may also be employees of Tech CU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Tech CU or Tech Financial Management. The Tech Financial Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI.
Securities and insurance offered through LPL or its affiliates are: