Events & Workshops
Retirement Investment Strategies
Wednesday, June 28th |Stonestown YMCA
333 Eucalyptus Drive
Attend this free seminar to learn the ins and outs of a successful and rewarding retirement.
-
Calculating the cost of retirement
-
Investing for growth potential, income, and stability
-
Managing taxes and defending against inflation
-
Allocating assets to match your investment profile and goals
-
Managing investment risk while maintaining growth potential
-
Avoiding common pitfalls faced by today’s retirees
Not a credit union deposit of obligation. Not guaranteed by any credit union. Not NCUA-insured. Not insured by any government agency. May go down in value.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, member SIPC (www.SIPC.org) OSJ office: 3003 Oak Rd., Suite 250, Walnut Creek, CA 94597 (925) 979-2300. San Francisco Federal and True North Financial Group are not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Zhou CA Insurance Lic #0I82620.
Schwartz CA Insurance Lic# 0H75796. CRN20803-200206
Ten Steps To Financial Success
Tuesday, July 11th |Online Webinar by BALANCE
No matter how you define financial success, the paths to get there require discipline and goals. This workshop teaches participants ways to control their finances. Topics include developing a spending plan, creating objectives, weighing insurance needs, and other tools that will put you on the road to personal financial victory.
Ten Steps To Financial Success
Thursday, July 20th |Online Webinar by BALANCE
No matter how you define financial success, the paths to get there require discipline and goals. This workshop teaches participants ways to control their finances. Topics include developing a spending plan, creating objectives, weighing insurance needs, and other tools that will put you on the road to personal financial victory.
Building A Better Budget
Tuesday, August 8th |Online Webinar by BALANCE
Everyone wants control over their financial lives, but how do we get it? In one word: Budget. Participants will identify their short and long-term goals, and learn how to design realistic spending and savings plans to reach those objectives, including options for getting out of debt (and staying there).
Estate Planning
Wednesday, August 16th |Burlingame Branch
Like many people, you may have hope to leave a substantial legacy for your loved ones and charitable causes. But without proper planning and the appropriate financial strategies, you may not be able to protect your assets from the effects of estate takes and probate.
Not a credit union deposit of obligation. Not guaranteed by any credit union. Not NCUA-insured. Not insured by any government agency. May go down in value.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, member SIPC (www.SIPC.org) OSJ office: 3003 Oak Rd., Suite 250, Walnut Creek, CA 94597 (925) 979-2300. San Francisco Federal and True North Financial Group are not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Zhou CA Insurance Lic #0I82620.
Schwartz CA Insurance Lic# 0H75796. CRN20803-200206
Estate Planning
Thursday, August 17th |Main Branch
Like many people, you may have hope to leave a substantial legacy for your loved ones and charitable causes. But without proper planning and the appropriate financial strategies, you may not be able to protect your assets from the effects of estate takes and probate.
Not a credit union deposit of obligation. Not guaranteed by any credit union. Not NCUA-insured. Not insured by any government agency. May go down in value.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, member SIPC (www.SIPC.org) OSJ office: 3003 Oak Rd., Suite 250, Walnut Creek, CA 94597 (925) 979-2300. San Francisco Federal and True North Financial Group are not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Zhou CA Insurance Lic #0I82620.
Schwartz CA Insurance Lic# 0H75796. CRN20803-200206
Building A Better Budget
Thursday, August 17th |Online Webinar by BALANCE
Everyone wants control over their financial lives, but how do we get it? In one word: Budget. Participants will identify their short and long-term goals, and learn how to design realistic spending and savings plans to reach those objectives, including options for getting out of debt (and staying there).
College Financing 101
Tuesday, September 12th |Online Webinar by BALANCE
As the cost of college tuition continues to rise, parents wonder how they can afford to pay for higher education for children or themselves. Participants will learn about long-term savings strategies, financial aid opportunities, and other ways they can make college education a reality.
Kids Smart Start: College Funding
Wednesday, September 13th |Main Branch
Plan now to pay for college
Will you be financially prepared when your child is ready for college? At this educational workshop we’ll explore sound strategies for building a college fund and paying for higher education costs, Sources of college funds, Financial aid, scholarships, and loans, 529 plans and Coverdell Education Savings Accounts, and Investment options for college savings
Not a credit union deposit of obligation. Not guaranteed by any credit union. Not NCUA-insured. Not insured by any government agency. May go down in value.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, member SIPC (www.SIPC.org) OSJ office: 3003 Oak Rd., Suite 250, Walnut Creek, CA 94597 (925) 979-2300. San Francisco Federal and True North Financial Group are not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Zhou CA Insurance Lic #0I82620.
Schwartz CA Insurance Lic# 0H75796. CRN20803-200206
Kids Smart Start: College Funding
Saturday, September 16th |Richmond Branch
Plan now to pay for college
Will you be financially prepared when your child is ready for college? At this educational workshop we’ll explore sound strategies for building a college fund and paying for higher education costs, Sources of college funds, Financial aid, scholarships, and loans, 529 plans and Coverdell Education Savings Accounts, and Investment options for college savings
Not a credit union deposit of obligation. Not guaranteed by any credit union. Not NCUA-insured. Not insured by any government agency. May go down in value.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, member SIPC (www.SIPC.org) OSJ office: 3003 Oak Rd., Suite 250, Walnut Creek, CA 94597 (925) 979-2300. San Francisco Federal and True North Financial Group are not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Zhou CA Insurance Lic #0I82620.
Schwartz CA Insurance Lic# 0H75796. CRN20803-200206
