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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 [+]


    New to the country/workforce [+]

    Solving the Mystery of Credit Reports [+]

    Building a Better Budget [+]

    Ten Steps to Financial Success [+]

    Financial First Aid [+]


    Purchasing a Home in Today’s Competitive Market [+]

    Successful Home Refinance [+]

    First-time Home Buying [+]


    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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