ON THE MONEY WHAT’S INSIDE SPRING 2014 MESSAGE FROM DAN: TRUWEST IS ON THE GO THIS SPRING It’s hard to think of spring and not give a nod to America’s pastime, especially when TruWest headquarters sits next door to Phoenix Municipal Stadium, home of the Oakland A’s. So, as the nation gets going on another exciting baseball season, TruWest Credit Union is going for competitive plays, fabulous pitches and new services you will consider a home run. When we say go, we mean On The Go . . . as in our new OTG Checking Account for members age 18-29! Designed with the TruWest President/CEO Dan Desmond financial aspirations and mobile lifestyle of young adults in mind, this fantastic new account is entirely paperless with no fees, has access to over 28,000 ATMs (perfect for college students away from home) and plenty of money-saving perks. Message from Dan 1 Introducing OTG 2 Vacation Loan Solutions 4 Financial Planning Team and Worshops 6 Surcharge-Free ATMs 8 Look! We’re Social 9 Before you Fly Off 9 Next, may I invite you to get up and go? That’s right. TruWest understands the importance of making time to recharge, connect with family, escape with your spouse or just go on a fun adventure. So, we would like to draw your attention to several convenient and economical personal loan options to empower you to plan your next getaway. Do you know where your money should go to aim for the brightest financial future? From strategies to services, our experienced team of LPL Financial Advisors can help you invest wisely. They will even happily go to your nearest branch to meet with you for a complimentary consultation. Finally, if you are staying in town or going out of town, you will want surcharge-free ATMs. We’ve got you covered with the CO-OP Network. There is no need to pay to access your own money when you can “Find a Location Fast” using our convenient online tool. As you can see, there is a lot going on at TruWest. We keep moving forward with innovative resources and outstanding services, and we are eager to keep going strong on your financial journey.
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