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iTHINK Wealth Management "Meet and Greets"

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MEET WITH A FINANCIAL ADVISOR TODAY AND RECEIVE $25*


Learn more about this service at any one of our Complimentary Member Meet and Greets at the following branch locations:
 

South Florida Branches
from 11:00 a.m. – 3:00 p.m.

Treasure Coast Florida Branches

  • Monday, March 9 – Delaware 10:00 a.m. – 2:00 p.m.
  • Tuesday, March 10 – Sebastian from 9:00 a.m. – 12:00 p.m.
  • Tuesday, March 10 – Vero Beach from 12:30 p.m. – 4:00 p.m.
  • Wednesday, March 11 – Fort Pierce from 9:00 a.m. – 12:00 p.m.
  • Wednesday, March 11 – Stuart from 12:30 p.m. – 4:00 p.m.
  • Thursday, March 12 – St. Lucie West from 9:30 a.m. – 12:00 p.m.
  • Thursday, March 12 – Gifford from 1:30 p.m. – 4:00 p.m.
  • Tuesday, March 17 – Fellsmere from 9:30 a.m. – 12:30 p.m.
  • Tuesday, March 17 – Aviation from 1:00 p.m. – 4:00 p.m.
     
    Schedule an appointment with Treasure Coast Florida Financial Advisor John Merendino at 772.293.2448 or John.Merendino@cunamutual.com.


Georgia Branches

from 10:00 a.m. – 2:00 p.m.


Learn more about iTHINK Wealth Management.



*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 is a registered broker/dealer in all fifty states of the United States of America. Participate in a complimentary financial consultation via phone or in person with a CBSI financial advisor between March 1 and March 31, 2020, and receive a $25 bonus. The $25 bonus will be deposited into your iTHINK Financial membership savings account by May 31, 2020. Members seeking budget, credit and debt counseling please contact iTHINK Financial’s partner, BALANCE for assistance: BALANCE Financial Fitness, 888-456-2227 or ithinkfi.balancepro.org. Bonus payments are sponsored and paid for by iTHINK Financial. No purchase necessary. Limit one (1) bonus per potential investor/consultation and one (1) referral per year per member. Current CBSI clients are ineligible for bonus.
 
FR-2954047.1-0220-0322




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Reverse Mortgage Webinar on Sep 24

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iTHINK Financial closed for Columbus Day on Oct 12 - Oct 13

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