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Health & Fitness

Tax-Free Investing Seminar

This informative workshop will help you understand the benefits of tax-free investing through municipal bond funds.

Wednesday, February 4, 2015
12:00 p.m.-1:00 p.m.
San Jose Equity Office
1740 Technology Drive
(Conference Room A)
San Jose, CA 95110


This informative workshop will help you understand
the benefits of tax-free investing through municipal
bond funds. Municipal bond funds may potentially help
you save on taxes and help reduce the impact of stock
market volatility on your portfolio.
Reserve your spot today at providentcu.org


This seminar is presented by Craig Brooks, CFP –
Provident Credit Union Sr. Financial Consultant
As a Certified Financial Planner, Craig helps clients
address and plan for a variety of estate planning
needs, including retirement, education funding, wealth
transfer, life insurance, and stock option planning.

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