Free event
December 4, 2024
5:30pm PT
December 4, 2024
5:30pm PT
The end of the year is fast approaching – are your finances ready for a strong finish? As you close out 2024 and prepare for the year ahead, we’re here to help you maximize your savings, minimize your tax liabilities, and stay on track with your financial goals. Join us as we explore strategies to maximize your retirement contributions and charitable giving, save more, and reduce debt, which may help lower your tax liability. We’ll also discuss how to get the most out of year-end employee benefits like Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs) and more. Plus, three attendees will be randomly selected to receive a $25 e-gift card!
Reserve your spotNovember 13, 2024
5:30pm PT
Let’s move beyond traditional gift-giving this holiday season and explore enriching alternatives to our usual celebrations. Thoughtful, creative gifts not only help reduce spending but also make lasting memories. Join us in embracing this opportunity to give with intention this season and enjoy a budget-friendly holiday. Plus, three attendees will be randomly selected to receive a $25 e-gift card!
Watch replayChoose from a selection of our past webinars.
1 CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.
2 Neither Edward R. Cainglit nor Oak Crest Law Group is affiliated with Patelco Credit Union or CUSO Financial Services, L.P. (“CFS”). 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.
3 Neither Frank Pollaro or Equitable is affiliated with Patelco Credit Union or CUSO Financial Services, L.P. (“CFS”). 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.
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