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Financial Planning Seminars
San Francisco Federal Credit Union believes education is crucial to making good financial decisions. This is why we want to help you navigate the often confusing world of investment and risk management. Workshops are FREE and are held on Saturday mornings in San Francisco. Members, as well as their friends and families, are welcome. Registration is required. Please call (415) 359-2966 to reserve your seat today!

Retirement Planning: Will I Have Enough?
Saturday, June 28, 2008
Determining what you'll need during your retirement, and whether you're on the right path to meet that goal, are both key to effective retirement planning. In this workshop, we'll look at many retirement planning components, and some of the steps you may want to take now to help secure a more comfortable retirment.

The Income for Life Model TM
Saturday, July 26, 2008
Developing an investment strategy with the objective of providing an inflation-adjusted income for life is vital to retiring Baby Boomers. Join us for a fact-filled, user-friendly workshop looking specifically at various approaches to this multi-facted retirement challenge.

The workshops will be held at San Francisco Federal Credit Union, 770 Golden Gate Ave., San Francisco (Click Here to see a Map), from 10:00 AM - 11:30 AM. Seating is limited. To reserve your seat, please call (415) 359-2966. For general Credit Union information, please call (415) 775-5377, option 4. Workshops are for educational purposes only. No products or services will be offered.

 

Securities and brokerage services offered through Securities America Inc., a registered broker/dealer and member of the SIPC. May Toy and Bill Montanary, Registered Representatives and Advisory Services offered through Securities America Advisors, Inc., an SEC registered investment advisor, Bill Montanary, Investment Advisor Representative. Not NCUA Insured. May Lose Value. No Credit Union Guarantee. Securities America Inc. and San Francisco Federal Credit Union are not affiliated companies. You may wish to consult your tax professional regarding individual circumstances.

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