Third Quarter 2024
frontwavecu.com
What’s better than free financial education? Getting it from the comfort of your couch! Simply visit frontwavecu.com/workshops to register for any of our no-cost, no-obligation virtual workshops Road to Retirement Are you ready to retire? We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. In this session, you will learn the answers to your questions, including: • How do I get the most from my pension and Social Security? • How should I invest to generate income during my retirement? • How can I make sure that I can meet my health care needs? • Wednesday, July 9 @ 6:00pm PST • Wednesday, July 23 @ 6:00pm PST Social Security and Retirement Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider. Join us to learn more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future.
Upcoming Financial Workshops
Women and Investing The road to financial success can be bumpy, but women face unique barriers that make it more difficult to achieve. Whether you are launching a new business, having children, or starting a new job, understanding the financial landscape will help every woman take control of their financial future. • Wednesday, Aug. 20 @ 6:00pm PST Understanding Medicare Healthcare after retirement is important, but can be tricky to navigate. In this webinar we go over the Medicare basics and the differences between Parts A, B, C and D. We will also give you tips for choosing your coverage and enrolling in Medicare.
Three Transitions to Retirement Many job-hoppers may have a
401(k) retirement plan with a former employer and chaning the 401(k) might not be the first thing on your mind during the change. Or maybe you are retiring and wondering how to handle your retirement plan moving forward. Here we discus four major options when changing jobs or retiring. • Wednesday, Sept. 10 @ 6:00pm PST Understanding Your Rollover Options You generally don’t pay tax on a retirement plan until you withdraw it from the new plan, so rolling it over is a good thing. We will go over how a rollover works, and all the pros and cons for the options.
• Wednesday, Aug. 27 @ 6:00pm PST
• Wednesday, Sept. 17 @ 6:00pm PST
UPCOMING HOLIDAYS
CONTACT US
STATISTICAL REPORT
Frontwave will be closed in observance of the following holidays this quarter:
Member Solution Center 760.631.8700 or 800.736.4500 Mon-Fri: 7am – 6pm, Sat: 9am – 4pm GreenPath Financial Wellness 877.337.3399 Frontwave Investment Services 760.439.6960 Frontwave Insurance Services, LLC 844.788.0820
As of May 31, 2024 Members: 123,240 Assets: $1,523,564,498 Total Shares: $1,199,325,891 Loans Outstanding: $936,759,690
4th of July Thursday, July 4, 2024 Labor Day Monday September 2, 2024
As always, Express Line, Online Banking, Mobile Banking, and ATM services are available to you 24/7.
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