Worried About Market Swings
Date: Tuesday, November 3 from Noon - 1pm
Presenters: Todd DeKellis, Financial Advisor, Addison Avenue Investment Services
Rachel Guinn, Regional Vice President of Annuities, Transamerica

As market conditions continue to shift, many investors are seeking strategies that offer the potential for growth while helping manage downside risk.

We invite you to an exclusive educational event featuring guest speakers, Todd DeKellis, Financial Advisor at Addison Avenue Investment Services and Rachel Guinn, Regional Vice President, Annuities at Transamerica, who will discuss innovative retirement and investment solutions, including:

•  Strategies designed to participate in market growth opportunities
•  Protection features that can help cushion the impact of market downturns
•  Tax-deferred growth opportunities
•  Ways investors can manage uncertainty without sitting on the sidelines

Join us for an insightful discussion on strategies designed to help investors stay invested through market cycles while maintaining a disciplined approach to risk management

We look forward to seeing you there! 

*Lunch will be provided

Sponsored by Transamerica

Registered address: 1210 Roseville Parkway, Suite 130, Roseville, CA 95678 | 855.744.8585

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. Raymond James is not affiliated with Transamerica or Rachel Guinn. Any opinions are that of Todd DeKellis and Rachel Guinn and not necessarily of Raymond James.

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