HP Workforce Transition: Supporting HP Employees Through Change & Uncertainty.
Date: Tuesday, June 23, 2026, Wednesday, July 29, 2026 or Tuesday, August 25, 2026
Time: 12—1pm MT
Guest Speakers:
Alex Assaf
Senior Director, Investment Services
Registered Representative, RJFS
Addison Avenue Investment Services
Shane Serrano, AAMS®
Investment Management Consultant
Financial Advisor, RJFS
Addison Avenue Investment Services
Join Addison Avenue and First Tech for a live webinar, HP Workforce Transition: Supporting HP Employees Through Change & Uncertainty.
Here’s a few things we’ll review during our session:
- Cash flow: Planning for expenses as you consider different transition paths, including early retirement or relocation
- Healthcare: Comparing coverage options and potential cost implications across scenarios
- Stock/taxes: Understanding how equity, taxes, and possible pension decisions may affect your situation
- Contingencies: Thinking through “what if” scenarios before finalizing next steps
Registered address: 47 E.Riverside Dr., Eagle, ID 83616 | 855.744.8585
First Technology Federal Credit Union, Addison Avenue Investment Services and Raymond James Financial Services, Inc. are independent from, and are not affiliated with nor endorsed, authorized, or sponsored by HP.
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Technology Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.