Tech CU offers a wide variety of complimentary seminars to help your employees achieve their financial goals. We're here to serve and deliver value on your terms!
Choose from a variety of seminar topics including Wealth Management, Mortgage and Fraud Management. These events can be scheduled at your campus for the convenience of you and your employees:
Effective Strategies for Tax Reduction
The New Retirement
How to Buy a Home in Today's Market
Short Sales / Foreclosure
First-time Home Buying
Fraud Awareness (Consumer version and Business version)
Contact your Member Outreach Consultant for detailed descriptions and to schedule a seminar today.
*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.
For specific tax advice, please contact a qualified tax professional. Neither Cetera Investment Services nor any of its representatives may give tax advice.
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