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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


Women and Wealth

Thurs, Mar 19, 2026
12pm-1pm PT

Presenters:
Kristina Meyers, CFP®, MBA and Laura Pedroncelli 

Financial Advisors, RJFS
Addison Avenue Investment Services

Register Now

The Truth About Investing: Myths vs Reality

Thurs, Apr 23, 2026
12pm-1pm PT

Presenter:
Dennis Scanlan
Managing Director of Applied Insights
Hartford Funds 

Register Now

Webinar Archive

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Take your learning to the next level.

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
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
*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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