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