We believe financial education is the key to our Members' financial success. Check out our investment and financial planning educational resources below.

Upcoming Events

Check out our upcoming Wealth Management events.

feb 24

Wealth Management Webinar: Long Term Care

FEBRUARY 24TH, 2022 @ 11:00AM - 12:00PM

mar 22

Wealth Management Webinar: Women and Investing

MARCH 22ND, 2022 @ 11:00AM - 12:00PM

Featured Blogs

Managing Credit: Using Balance Transfers to Your Financial Benefit

By: iTHINK Financial | Nov 05, 2021
Read Post

Financial Planning: A Step-by-Step Guide on Building Your Future

By: iTHINK Financial | Oct 06, 2021
Read Post

The Car Buying Process: How Timing and Credit Scores Affect It

By: iTHINK Financial | Sep 01, 2021
Read Post

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Contact iTHINK Wealth Management's Administrative Coordinator

Nancy Smith
wealthmanagement@ithinkfi.org
Phone: 561.982.4719

*iTHINK Wealth Management advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

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