Free Seminars for Your Financial Well-Being

The IRA Rollover – Your Bridge to a Secure Future*
Register Now!
Wednesday, February 21
12:00 pm – 1:00 pm
144 Second Street
SF Main Branch

The IRA Rollover – Your Bridge to a Secure Future*
Register Now!
Wednesday, February 28
San Ramon-Bishop Ranch/ATT
ATT employees sign up in the branch.
If you are not an ATT employee, call 925.830.9434 to sign up.

IRA Distribution Planning*
Register Now!
Wednesday, March 14
San Ramon-Bishop Ranch/ATT
ATT employees sign up in the branch.
If you are not an ATT employee, call 925.830.9434 to sign up.

IRA Investing*
Register Now!
Wednesday, March 28
San Ramon-Bishop Ranch/ATT
ATT employees sign up in thebranch.
If you are not an ATT employee, call 925.830.9434 to sign up.

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.

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