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OTM_July2014

ON THE MONEY SUMMER 2014 MESSAGE FROM DAN: IT’S AN EXCITING SUMMER TO BE A TRUWEST MEMBER From our new branch of the future to $500 cash-back to buy a new vehicle, TruWest is excited about what this summer has in store for you . . . First, we cannot wait to unveil our new visual identity! TruWest is evolving with a new logo and color palette, designed to symbolize members and states coming together to achieve something greater. The look is making its debut at our new Dobson and Elliot branch! TruWest President/CEO Dan Desmond And, of course, we want your loved ones and assets to be financially secure. So, we invite you to read How a Trust Benefits You and Your Family. It’s a great reason to arrange a complimentary consultation with one of our knowledgeable LPL Financial Advisors. WHAT’S INSIDE Unveiling Our New Visual Identity 2 How a Trust Benefits You and Your Family 4 Last Chance for $500 Cash Back! 7 School Your Teen With a Prepaid Debit Card 8 How to Raise Money- Smart Kids 9 When it comes to saving money, TruWest is all about putting money in your pocket. This summer is your Last Chance for Up to $500 Cash Back on your next new or used auto purchase, so the time to act is now! Next, if you have teens returning to high school or college, you can send them off with flexible, secure funds. Simply obtain a TruWest reloadable prepaid debit card. It works just like a debit card, except there’s no option to overdraw the account! Last but not least, summer means keeping children occupied as they enjoy their break. Visit our new Teaching Kids About Money section of the TruWest website, with activities and resources to help children become more responsible spenders. We hope you are as excited as we are about the new look, benefits and resources we created to help enrich your financial life!


OTM_July2014
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