Jane Krueger is a Registered Representative and Investment Advisor in California through CUSO Financial Services, L.P. (CFS), Patelco's broker dealer. She’s also a CERTIFIED FINANCIAL PLANNER™ professional and a licensed California Life Agent.

Jane began her career in the financial industry over 20 years ago, and has been working with credit union members since 1998. She finds working with Patelco members to be especially rewarding because its diverse membership brings different challenges, such as protecting their retirement, financing a major expense, and creating and not outliving an income.

Jane discusses each member's current financial situation and personal goals. From there, she's able to recommend strategies and put them into action, using such vehicles as certificates, bonds and securities, mutual funds, annuities, IRAs, and life and long term care insurance.

To schedule a complimentary consultation with Jane in Daly City or any of the San Francisco branches, call 415.442.6205. If you'd like a consultation in a branch outside of these areas, visit www.patelco.org [Link: Investments, Financial Advisors] to contact the advisor closest to you.

* Investment products and services offered through CUSO Financial Services, L.P. (CFS), are not insured by American Share Insurance (ASI) (the Credit Union's private share insurer), are not NCUA/NCUSIF insured, are not Credit Union guaranteed, and may lose value. Financial Advisors are employees of Patelco Credit Union and registered through CFS. Patelco Credit Union is in partnership with CFS. Member NASD/SIPC.

NEW Women and Investing
Wednesday, October 26
12:00 pm - 1:00 pm
SF Main branch

The Truth about Estate Planning & Living Trusts*
Thursday, October 13
7:00 pm - 8:30 pm
Concord branch

Basic Investing
Wednesday, October 5
6:30 pm - 7:30 pm
Walnut Creek branch

NEW The Ins, Outs and Alternatives for Long Term Care
Wednesday, November 9
12:00 pm - 1:00 pm, SF Main branch
6:00 pm - 7:00 pm, Citrus Heights branch

Are you interested in learning more about a particular topic? We're always looking for ways to give you the information you need to get to the next stage of your financial life.
Email Sharon Tallon with suggestions.

Patelco seminars are complimentary and open to the public. Pre-registration is required. Call 415.281.2544 or
pre-register online at least 48 hours in advance.

Patelco reserves the right to cancel seminars due to low enrollment and may limit class size. Enrollment will be accepted on a first-call, first-served basis.

* For specific tax advice, please consult a qualified tax professional.