Building lifelong relationships with our members to help them achieve their financial goals.

Summer 2012 - Vol. 6, No. 3

Travis Credit Union - Home

Free financial seminars

Travis Credit Union offers a variety of free seminars throughout the year on a wide range of subjects, all designed to help you achieve your important personal and financial goals.

Mad City Money–
Teen Financial Boot Camp

July 31 & Aug. 7; from 1 to 4 p.m.

To reserve your spot, call (707) 469-1784 or
(800) 877-8328, ext. 61784# at least five days in advance.




This simulation gives high school students a sense of adulthood with income and bills to pay. Each participant is assigned a temporary identity, including occupation, salary, debt, marital status, and children, etc. They visit nine "merchants" in Mad City to choose housing and transportation and purchase necessities and wants. The goal is to simulate the realities of approaching financial responsibilities.


Retirement Income

Thursday, Sept. 20, from 11 a.m. to Noon

To reserve your spot, call (707) 449-4000 or
(800) 877-8328 at least five days in advance.


Thinking about retirement? Wondering if you have enough to retire and remain comfortably retired? With life expectancies increasing, many financial planners recommend having a strategy for a 20 to 30 year retirement. Whether you're years away from retirement or about to retire, please attend our presentation on Retirement Income Planning. This workshop will cover the questions to consider as you prepare for retirement and highlight the main risks to retirees above and beyond the stock market and interest rates. We will discuss practical steps to determine what resources are needed for this next stage in life.

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Travis Credit Union and Travis Financial Services are not registered brokers/dealers and are not affiliated with LPL Financial. Investment Products Are:

Not NCUA Insured

No Credit Union Guarantee

May Lose Value

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Federally insured by NCUA.
NMLS registered. Equal Housing Lender.