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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!
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.
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.
Member NASD/SIPC
Located at
San Francisco Federal Credit Union
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