Educational Seminars

Educational Seminars

Patelco frequently holds educational seminars at various local branches and meeting places as well as on the web. Browse our onsite seminars or webinars below. See one you would be interested in attending? Then let us know you'll be coming by filling out and submitting the short registration form below or contact us at 800.358.8228 ext. 3850.

 

July Seminars

Date: Tuesday 7/26/2016
Time: 12 PM (Noon)

 

Where:

 

Patelco Credit Union
124 2nd Street
San Francisco, CA 94105

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Managing Healthcare Expenses in Retirement

Having the money you need for healthcare during retirement starts with a solid plan.

Attend this complimentary seminar and learn how to prepare for increasing healthcare costs in retirement. You’ll also hear important tips for enrolling on–time in Medicare, planning for higher healthcare costs, and the importance of long–term care insurance.

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Patelco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Insurance products and services are offered through CUSO Financial Services, Inc. ("CFS"). Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are licensed through CFS. The Credit Union has contracted with CFS to make insurance products and services available to credit union members. CFS and its Registered Representatives do not provide tax advice. For such advice, please consult with a qualified tax professional.

CFP and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.