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Golden Bay partnered with CU Financial Partners, LLC (formerly Froshman Financial Investment Advisors) and Foothill Securities, Inc.* to provide complete investment solutions. Bryan Foertsch, a CU Financial representative, will meet with you, at no cost or obligation, to determine your financial objectives and identify the best investment to meet your financial needs.
To schedule a private consultation, contact Bryan Foertsch at 408-866-1002 or 408-390-7775 at CU Financial Partners, LLC.
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Member Seminar Series: |
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Each month, Bryan Foertsch, of CU Financial Partners, LLC. and Foothill Securities, presents a one-hour seminar exploring a number of informative investment topics.
Seminars are held at the Sunnyvale Financial Center**, once a month on Tuesday beginning at 7 PM. Refreshments will be served. Each member attendee is encouraged to bring a non-member friend or relative to join in the program and learn about the benefits of membership at Golden Bay, a Meriwest Credit Union Financial Center.
Members who attend will receive a chance to win a dinner gift certificate. To reserve a space for an upcoming seminar, contact Mary Keller at 408-866-1002 or click on the seminar(s) of your choice below to send her an email.
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Upcoming Seminars: |
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June 3 , 2008
"Annuities Defined"
What is an annuity? Many people ask us this question, so we decided to solve the mystery surrounding this often misunderstood way of growing assets tax deferred. In this session, you will learn what an annuity is, when they are appropriate, and a few examples of exactly how annuities work.
June 24, 2008
"College Tuition Planning - How much will you need?"
If you have children or grandchildren, this seminar is a must. You will learn about the costs of college and ways to build college funds without paying taxes or giving up control of your money.
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