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 insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with Technology Credit Union. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. FINRA Registered Branch: 2010 N. First Street, Suite 500, San Jose, CA 95131
Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this email is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.