Educational Seminars & Webinars

 

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.

And be sure to check out our webinar archive if you happen to miss one. You can review webinars at any time from the comfort of your home.

 

June Seminars

Date: Thurs. 6/18/2015
Time: 12 Noon to 1:00 PM

 

Where:

 

Patelco Credit Union
San Francisco Branch
124 2nd St
San Francisco, CA 94105

An Introduction to Market-Linked Certificates of Deposit

Come to this seminar and learn why Market-Linked Certificates of Deposit may be a smart alternative for your investment portfolio.

Market-Linked CDs may be a solution for:

  • Those who want to invest cash, and have the ability and intent to hold for the long term to maturity
  • Fixed income investors seeking potentially higher yields
  • Investors looking for the protection of FDIC insurance and the potential growth of an underlying market asset


There are no upcoming webinars currently scheduled.



* 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.