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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


State of the Economy

January 15, 2026
12pm PT

Presenter: Iris Wang
Vice President of Asset Allocation

Raymond James Financial Services

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Webinar Archive

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Take your learning to the next level.

Social Security Essentials
Learn about Social Security Essentials from a knowledge leader and Senior Director of Addison Avenue Investment Services as he provides insights on how to get the most out of your benefits.
November 24, 2025
Navigating Medicare
This webinar is led by a Certified Medicare Insurance Planner who will help you understand how to enroll and get the most out of your coverage.
October 30, 2025
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
*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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