Briefing frontwavecu.com
Fourth Quarter 2019
A Message from the Frontwave Investment Services Program
Upcoming Financial Workshops
Preventing Card Fraud Card fraud is becoming ever more prevalent as we continually seek easier and quicker ways to access our money. As technology changes it is imperative that we all stay up to date on current threats and preventative options. Frontwave’s Sr. Fraud Investigator, Patrick Beaty, will teach you how to protect yourself and your money in a digital world. Join us to better understand what we are up against and how we can help keep you and your money safe. • Tuesday, October 22 @ 6-7pm about, yet we should all be prepared for the inevitable. Just like we are always there for you to make dreams come true, we want to help you prepare your family for life’s toughest transition. Let’s plan ahead and make those tough times just a little easier on your family. Join us for a free seminar where Attorney Ben Diedrich will cover the basics of wills, trusts and estate planning to properly ensure your legacy for the future. • Thursday, November 7 @ 6-7pm Home Buying Essentials There is something magical about holding the key to your own home that puts a smile on your face. Our Home Loan Consultant, Autumn Roose, would love to guide you on your home buying journey. She will lay out the entire home buying process as simply as possible. • Tuesday, December 3 @ 6-7pm Frontwave Wildomar Branch 36290 Hidden Springs Road Wildomar, CA 92595 Frontwave Wildomar Branch 36290 Hidden Springs Road Wildomar, CA 92595 Basics of Wills & Trusts It’s something we never want to think
If you would like to set up an appointment with Kathy Chesney please call (760) 439-6960. There is no cost or obligation for the service... only a great opportunity to help yourself. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value. No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI-1514928.1-0616-0719 This material was prepared by MarketingPro, Inc., and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. The publisher is not engaged in rendering legal, accounting or other professional services. If assistance is needed, the reader is advised to engage the services of a competent professional. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. 1 - fastcompany.com/90341269/its-time-to-pay- attention-to-the-15-trillion-business-of-growing- old [5/9/19]
Since the year 1992, Frontwave Credit Union has been making a financial management service available to you through the Frontwave Investment Services Program located at the credit union. The Frontwave Investment Services Program is a personal financial management service that can help you identify your major financial goals and objectives, analyze your current financial situation, and recommend alternative methods to help you achieve financial security. With the Investment Services Program, you can have the tools necessary to manage your finances in the face of inflation, taxation, and
other uncertainties of life. Our Investment Services
Representative, Kathy Chesney, has been providing service to our Frontwave memebers and the program has had favorable response.
The Frontwave Investment Services team.
Frontwave Investment Services is offered to our members as a way to help you map out your financial future. Our Advisor, Kathy Chesney will work with your comfort level and financial goals to create an investment timeline that will meet your needs. Regardless of where you are in life, the end result will be a strategy designed to protect, build and use your assets in the most advantageous way. Some of the services provided by our Advisor are: Retirement
planning, general investment management, long-term care insurance, 401 (k) planning, education funding, portfolio managment, and more.
Kathy Chesney Serving: RDO, Fire Mountain, Camp
Frontwave Wildomar Branch 36290 Hidden Springs Road Wildomar, CA 92595
Pendleton, San Marcos, MCRD, SOI, and Pacific Plaza branches
For more details and to RSVP visit frontwavecu.com/workshops.
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