RatesLocationsLive CHATContact Us
Join Achieva Credit UnionApply for a Loan/Credit CardRequest More Information Find a Branch or ATM View Hours of OperationView Vehicles for SaleBe Safe & Secure
Saturday Seminar Cafe

Saturday Seminars

Bring on the experts!

Improve your financial IQ with our Saturday Seminars. We bring in the financial experts, coffee and donuts, you bring your questions and concerns. Complimentary seminars are held from 9:00-10:30 AM upstairs in our Largo office on Ulmerton Road (unless otherwise specified).

Space is limited, please call (727) 431-7362 or click on the event below to register.




You and Your IRA

Saturday, November 21, 2009

Presented by Kay Foster, IRA Coordinator, Achieva Credit Union

This seminar will cover the WHO, WHERE, WHY, WHEN, WHAT and HOW of Individual Retirement Arrangements.

DROP Distribution Planning

Saturday, January 23, 2010

Presented by Steve Nordbeck - Achieva Financial Planning & Trust Services

We will provide you with a simple way to get information on a complex subject. We'll show you how to assess your retirement situation and determine the DROP rollover that's right for you.

Income Tax Planning

Saturday, February 13, 2010

Presented by Gary R. Weaver, Senior Tax Advisor, H & R Block    

Covers a variety of areas to assist you as you begin preparing to file your taxes. 

 

Achieva Products and Services

Saturday, March 20, 2010

Presented by Jessica Hernandez and Kay Wade, Achieva Credit Union

 

Wills and Trusts

Saturday, April 24, 2010

Presented by Attorney Mary Selter, Fisher & Sauls, P.A.

 

This very popular seminar covers what you need to know about preparing a Will and setting up a Trust.

Site MapPrivacy PolicySecurity StatementSite AgreementCareer Opportunities
©2009 Achieva Credit Union.  All Rights Reserved.  Federally insured by the NCUA.  Equal opportunity lender.

Powered by Priority