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  April 2007
 

Free Seminars for Your Financial Well-Being


The Traditional vs. Roth IRA Decision*

Register Now!
Wednesday, April 18, 2007
Noon – 1:00 pm
144 Second Street
SF Main Branch

Mastering the Fundamentals of Investing*

Register Now!
Thursday, April 19, 2007
6:00 – 7:00 pm
360 22nd Street
Oakland Branch

Long Term Care
Register Now!
Wednesday, May 9, 2007
Noon – 1:00 pm
144 Second Street
SF Main Branch

IRA Strategies : Legacy Building
and Estate Planning*

Register Now!
Wednesday, May 16, 2007
Noon – 1:00 pm
144 Second Street
SF Main 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 stallon@patelco.org with suggestions.

Patelco seminars are complimentary and open to the public. Registration is required. Call 415.281.2544 or 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-serve basis.

* 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.

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

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156 Second Street, San Francisco, CA 94105
Copyright © 2007, Patelco Credit Union.