Education & Resources
Many people say they would benefit from having basic financial and investment education and information. Consider attending one of our many educational seminars held throughout the year. You can also visit our online research center, which provides information on a variety of financial topics.
Seminars
We offer complimentary seminars throughout the year helping to educate you on everything from retirement planning to investment strategies. Just a few of the topics we address include:
- Investing for Tax Savings
- Funding Education
- Alternative Investments, Real Estate Investment Trusts
- Estate Planning & Insurance
- Long-Term Care Insurance
- Key man Insurance
- Stock option planning
Consider joining us for a seminar. For more information, check out our calendar of events.
Resources
Can’t attend a seminar? We offer easy access to the most up-to-date research. This content is revised frequently to reflect the latest facts, figures, key legislation and economic trends:
- New resources are coming soon!
Contact us
For more information, call us at (800) 851-8549, set up an appointment or use our contact form. You can expect a response within 1-2 business days.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Technology Credit Union (Tech CU) and Tech Investment Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Tech Investment Management, and may also be employees of Tech CU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Tech CU or Tech Investment Management. The Tech Investment Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Check the background of our Financial Advisor on FINRA's BrokerCheck site.
