Free Seminars for Your Financial Well-Being

Health Savings Accounts
Register Now!
Thursday, Oct. 18, 2007
144 Second St. – Mezzanine
Noon – 1 p.m.
San Francisco, CA

Register Now!
Thursday, Nov. 8, 2007
Noon – 1 p.m.
Ronald V. Dellums Building
1301 Clay St., Conference Room H
Oakland, CA

Retirement Planning Workshop
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Thursday, Oct. 25, 2007
6:30 – 7:30 p.m.
24703 Amador St.
Hayward, CA

Picture Your Retirement
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Thursday, Oct. 25, 2007
Noon – 1 p.m.
SBC Employees Only!
2700 Watt Ave.
Sacramento, CA

Estate Planning for Women
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Saturday, Oct. 27, 2007
9:30 – 11 a.m.
144 Second St. – Mezzanine
San Francisco, CA

The Truth about Estate Planning and Living Trusts
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Wednesday, Nov. 7, 2007
6:30 – 7:30 pm
6001 Geary Blvd.
San Francisco, CA

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.


Vital Statistics: Members + Assets

Members: 237,565
Assets: $4,211,961,752

As of 7/2007

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.