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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 and Events


Estate Planning: Legacy with Intention

Thurs, May 15, 2025 |
12pm PT or 6pm PT

Bryce Kaufman, Attorney at Law

Myatt & Bell P.C.

Contact info for questions:
Addison Avenue Investment Services
education@addisonavenue.com

Webinar Archive

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Take your learning to the next level.

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
Understanding Medicare
Medicare is a necessary program for many individuals who rely on it to help their daily lives, but it can be overwhelming and difficult to navigate. Learn how you can better navigate the system and make informed decisions about your healthcare coverage.
October 29, 2024
Long-Term Care Part 3
November 27, 2023