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  • Financial Workshops

    It’s about financial success as your employees define it — on their terms and timeline. Our complimentary, interactive workshops are designed to help them learn about topics that will shape their financial future.


    Car Buying Strategies
    Looking to buy a new car? We can walk you through the whole auto-buying process. You’ll also learn about Tech Auto Shopper#, our free auto buying service. We actually do all of the legwork — no negotiating, no hassle, and you can save .25% off your loan rate.


    New to the country/workforce
    Moving to a new country and beginning a new life presents its own set of distinct challenges. Learn about the financial products and services (auto loans, credit cards, etc.) we offer through our Global Members program to make this transition as smooth as possible.

    Solving the Mystery of Credit Reports
    Credit reports and credit scores, as well as the rights and responsibilities that accompany them, are a concern to many consumers. This seminar provides an overview of credit bureaus, credit scoring and the Fair Credit Reporting Act as well as specific guidance on disputing inaccuracies, improving the credit score, and dealing with identity theft and fraud.

    Building a Better Budget
    A budget is the most powerful tool available for establishing financial control. After identifying short, mid, and long-term goals, participants learn how to design realistic spending plans to live within their means and savings plans to reach their goals. Within that framework, we discuss different options available for getting — and staying — out of debt.

    Ten Steps to Financial Success
    Financial success is not always dependent on income. From developing a spending plan that works to setting goals, this presentation covers the core concepts necessary to develop and maintain personal financial control.

    Financial First Aid
    There are many circumstances in life that can destroy even the best money management plan. This workshop is specifically for members in crisis — focusing on regaining control of the financial situation through careful financial assessment, expense prioritization, and effective negotiation with creditors.


    Purchasing a Home in Today’s Competitive Market
    Understand issues facing both buyers and sellers in the current real estate environment. Learn how to manage the property search and financing process — and move towards your goal of home ownership.

    Successful Home Refinance
    Discover the benefits of refinancing — including lowering your rate and reducing your monthly payments — while also shortening your term and paying less interest overall. Learn about timelines, required documentation, home values, credit history, rates, fees and points.

    First-time Home Buying
    Buying a home for the first time can be a true learning experience! Understand the benefits and pitfalls of home-ownership. Become familiar with the mortgage process and how to read a standard purchase contract. Realize the importance of choosing an experienced and professional real estate agent.


    Presented by Tech Wealth Management Financial Advisors*

    Asset creation, accumulation and growth [+]

    Asset protection and preservation [+]

    Retirement, distribution and legacy building [+]

    *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

    #Tech Car Shopper is a service of Global Auto Solutions, an independent service provider licensed by the California Department of Motor Vehicles and not affiliated with Technology Credit Union.

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