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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


A Legacy of Wisdom & Wealth Webinar

Wednesday, September 23, 2026
12pm-1pm PT
Presenter:
Bill McManus CIMA,
Vice president of Applied Insights
Hartford Funds

 

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Webinar Archive

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Take your learning to the next level.

Navigating Medicare
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

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
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
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
2026 Tax Essentials
Tax season waits for no one. This year, prepare by learning all the new information you’ll need ahead of filing. This CPA-led webinar will explore the latest updates and changes to tax laws, providing key observations into the current tax filing season.
February 23, 2026
State of the Economy

Start the new year with fresh insights about the global market as the VP of Portfolio Management at Raymond James explores the latest trends and opportunities in the financial markets.

January 22, 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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