Skip to main content
First Tech Routing #321180379

First Tech Financial Education Events

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

Man waving at his laptop camera while on a video call.
Man waving at his laptop camera while on a video call.

Upcoming Webinars

Understanding Medicare

Date: Wednesday, October 22, 2025

 Session One: 12pm–1pm PT

Session Two: 6pm–7pm PT

Presenter: Justin Wendell, CMIP®

 Certified Medicare Insurance Planner

Wendell & Associates

What you'll learn:

  • The Medicare program and enrollment essentials
  • Coverage options and how to choose the right plan
  • Cost management and how to reduce out-of-pocket expenses
Elderly couple and child smiling over a vegetable garden.

Social Security Essentials

Date: Thursday, November 13, 2025

Session One: 12pm–1pm PT

Session Two: 6pm–7pm PT

Presenter: Scott Hamaguchi

Senior Director, Addison Avenue Investment Services

Registered Representative, RJFS


What you'll learn:

  • Basics of Social Security to help you plan your retirement
  • How timing affects your benefits and how to decide what is right for you
  • Insights for couples, families and individuals
 
Social Security Essentials webinar image

Webinar Archive

Video Filters:

Take your learning to the next level.

One big Beautiful Bill:
Tax legislation
Learn how this new bill may affect your financial future including changes to income-based deductions, family tax credits, retirement, and more.
October 16, 2025
Cybersecurity Webinar
Senior Cybersecurity Analyst Rafael Escoto Roa guides you through the evolving cyber threat landscape and shares practical strategies to protect your personal and financial information. 
July 29, 2025
Women Investors Webinar
Learn about practical advice and strategies to help you align your finances with your personal goals and values.
March 05, 2025
2025 Market Update Webinar
Iris Wang, Director of Asset Allocation at Raymond James, discusses the latest trends and opportunities in the financial markets, providing key observations on what the future may hold.
January 29, 2025
Women, Wealth and Well-Being
Women hold more financial power than ever before. Review key concepts that may empower you make informed decisions and build a secure financial future.
November 14, 2024
Maximize Your Social Security Benefits
Social Security benefits are a crucial source of income for many retirees in the US. Learn how to understand and apply strategies that can maximize your Social Security benefits and ensure a more secure financial future in retirement.
October 31, 2024