So many families are uncomfortable discussing money. We are inviting you to meet with our onsite advisor, Mel Roberts. We want every credit union member to have the opportunity to:
- Plan for the future (planning is sensible at any age)
- Define goals (get a clear-cut explanation of how to obtain your personal goals)
- Ask questions (regarding any financial concerns you may have)
- Find out the importance of a medical Power of Attorney
- Plan ahead for inevitable final expenses
An opportunity you can’t afford to miss!
Call to schedule a meeting today! You will receive a complimentary “Survivors Guide!”
Call Sky at (573) 445-1845 for more information.
Mel Roberts is a registered representative of Workman Securities Corporation, 6500 City West Pkwy., Suite 350, Eden Praire, MN 55344, (952) 541-6094. Securities Broker/Dealer, member NASD/SIPC. Securities and Insurance products are NOT deposit obligations of, insured or guaranteed by Academic Employees Credit Union, are not insured by the NCUA or any agency of the United States and involve investment risk, including possible loss of principal.
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