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First Tech Financial Education Events

Boost your financial well-being with virtual sessions from First Tech’s experts.

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Upcoming Webinars and Events


Year-End Tax Tips

Tuesday,
November 10, 2026 12pm-1pm PT
Presenter:
Scott Hamaguchi
Senior Director
Addison Avenue Investment Services 

 

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Webinar Archive

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Take your learning to the next level.

Protect Yourself from Cyber Threats Webinar
Watch the replay featuring Rafael Escoto Roa, Senior Cybersecurity Analyst at Raymond James, as he shares practical insights on the evolving cybersecurity landscape and what you can do to stay secure in an increasingly connected world.
October 19, 2026
A Legacy of Wisdom and Wealth Webinar
Led by Bill McManus, Vice President of Applied Insights at Hartford Funds, this educational webinar will explore thoughtful ways to share financial values, life lessons and family wisdom with the next generation. 
September 30, 2026
Navigating Medicare Webinar
If you are in the process of determining which Medicare options will work for you or a loved one, watch our webinar led by Justin Wendell, CMIP® with Wendell & Associates.
August 28, 2026
Social Security Webinar

Led by the Managing Director of Applied Insights at Hartford Funds, this educational session will explore key factors that can help you make the most of your Social Security benefits. 

June 25, 2026
The Truth About Investing Webinar
Hartford Funds’ Managing Director of Applied Insights discusses how everyday investing assumptions and market reactions can impact results over time.
April 29, 2026
Women and Wealth Webinar
Led by two of our top female financial advisors, this webinar dives into how women can take action for a better financial path forward. You’ll learn the financial challenges women can face and strategies that can help them feel more confident in their financial decisions.
March 26, 2026
*Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Technology Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. 
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