TM ON THE MONEY WINTER 2015 WHAT’S INSIDE Earn $50 for Every Friend You Refer! 2 Save a Bundle With a Balance Transfer 4 It’s Board Election Time 5 Explore Retirement Distribution Options 6 Teach Kids That Saving Has Rewards 8 Take Your Money Further In 2015 Every year we hear about resolutions, fitness goals, travel plans and fresh starts. It’s a great time to clear the slate and make positive choices for you and your family. With that in mind, this edition of On The Money is full of ways to earn, help and save you more! Maybe you want a way to make friendships go further. Well, if you mean financially, we have an outstanding offer for you. With our new Member Referral Program, Earn $50 for Every Friend You Refer1 to TruWest, and they TruWest President/CEO Dan Desmond also earn $50 simply for opening the qualifying accounts. We like to think, “If you’re happy and you know it, tell a friend!” 2015 can be your year to take control of credit card debt. TruWest wants to help you Save A Bundle With a Balance Transfer from your existing high-rate credit cards to a low-rate TruWest VISA® Credit Card. We offer lots of fantastic benefits, including no annual fee, exclusive perks and an exciting chance to receive a $100 credit! And speaking of taking control, as part owner of TruWest, you have the opportunity to elect a Board of Directors that will best represent your interests. It’s Board Election Time at TruWest— make sure you take some time to get to know the candidates and learn how to vote. When it comes to making the most of your earnings, our knowledgeable LPL Financial Advisors can help you Explore Retirement Distribution Options. From managing existing plans to making rollovers, get the guidance you need to realize the retirement you deserve. Of course, positive steps for 2015 should include choosing to Teach Kids That Saving Has Rewards. We are thrilled to unveil The Road to Savings Passbook, a fun way to teach kids about deposits and savings. Plus, your kids will earn rewards for every level completed! Every day, we want to help you Experience the TruDifference with TruWest this year! 1. Referred must open a membership, an online banking account and at least one qualified account between 1/1/15 and 12/31/15 for both members to receive the $50.
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