Texans Financial
 
 
Texans Financial
About Texans Financial
Locations
Workshops


January 2007
January 24

Tax Strategies/Retirement Plan

Where: McKinney
When: Wednesday, January 24th, 2007
Presented by: Carol Dozier, Financial Advisor

January 31

Tax Strategies

Where: Spring Creek
When: Wednesday, January 31st, 2007
Presented by: Chris Taylor, Financial Advisor


February 2007
Feb 13

Asset Allocation

Where: Texans Credit Union, 7839 Churchill Way, Dallas, TX 75251 @ Park Central Branch
When: 11:00 a.m., Tuesday, February 13th, 2007
Presented by: Chris Taylor, Financial Advisor

Feb 20

Tax Strategies

Where: Texans Financial, 6011 Connection Dr. Bldg. III, Irving, TX 75039 @ Nokia Branch
When: 12:00 p.m., Tuesday, February 20th, 2007
Presented by: Chris Taylor, Financial Advisor

Feb 21

Tax Strategies

Where: Texans Credit Union, 6000 Lemmon Avenue, Dallas, TX 75209 @ Lemmon Ave. Branch
When: 12:00 p.m., Wednesday, February 21st, 2007
Presented by: Chris Taylor, Financial Advisor

Feb 28

Asset Allocation

Where: Texans Financial, 6550 Chase Oaks Blvd., Plano, TX 75086 @ Spring Creek Branch
When: 11:30 a.m., Wednesday, February 28th, 2007
Presented by: Chris Taylor, Financial Advisor


March 2007
March 8

Tax Strategies

Where: Texans Credit Union, 7839 Churchill Way, Dallas, TX 75251 @ Park Central Branch
When: 11:00 a.m., Thursday, March 8th, 2007
Presented by: Chris Taylor, Financial Advisor

March 27

Investment Fundamentals

Where: Texans Financial, 6011 Connection Dr. Bldg. III, Irving, TX 75039 @ Nokia Branch
When: 12:00 p.m., Thursday, March 27th, 2007
Presented by: Chris Taylor, Financial Advisor


June 2007
June 12

College Funding

Where: Park Central Branch
When: 11:00 a.m., Tuesday, June 12th, 2007
Presented by: Chris Taylor, Financial Advisor


July 2007
July 19

Retirement

Where: Park Central Branch
When: 11:00 a.m., Thursday, July 19th, 2007
Presented by: Chris Taylor, Financial Advisor

July 24

Retirement

Where: Nokia
When: 12:00 p.m., Tuesday, July 24th, 2007
Presented by: Chris Taylor, Financial Advisor


August 2007
August 1

College Funding

Where: Lemmon
When: Wednesday, August 1st, 2007
Presented by: Chris Taylor, Financial Advisor

August 8

College Funding

Where: Spring Creek
When: 11:30 a.m., Wednesday, August 8th, 2007
Presented by: Chris Taylor, Financial Advisor


September 2007
September 12

Distribution

Where:McKinney
When: Wednesday, September 12th, 2007
Presented by: Carol Dozier, Financial Advisor

September 20

Retirement

Where: Park Central
When: 11:00 a.m., Thursday, September 20th, 2007
Presented by: Chris Taylor, Financial Advisor

September 26

College Funding

Where: Nokia
When: 12:00 p.m., Thursday, September 26th, 2007
Presented by: Chris Taylor, Financial Advisor


October 2007
October 24

Retirement Strategies

Where: McKinney
When: Wednesday, October 24th, 2007
Presented by: Carol Dozier, Financial Advisor


November 2007
November 7

Retirement

Where: Lemmon
When: Wednesday, November 7th, 2007
Presented by: Chris Taylor, Financial Advisor

November 14

Retirement

Where: Spring Creek
When: 11:30 a.m., Wednesday, November 14th, 2007
Presented by: Chris Taylor, Financial Advisor

Dates are subject to change. For reservations, please call 972.348.2023.
 
 

Texans Financial is a wholly-owned subsidiary of Texans Credit Union. This site contains products that are not federally insured, not a deposit or other obligation of Texans Credit Union, are not guaranteed by Texans Credit Union and are subject to investment risks, including possible loss of the principal amount invested.

Representatives are registered through, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. CBSI is a registered broker/dealer in all fifty states of the United States of America.

MEMBERS FOLIO Investing: Securities products and services offered through FOLIOfn Investments, Inc., member NASD/SIPC, an independent broker/dealer.