did you leave your retirement account with an old employer?
let us review your accounts. We're so confident we can help, we'll give you a $50 visa gift card just for meeting with us. †
- Schedule a meeting with our CFS* Financial Advisor, Jim Nielsen.
- Bring in your moveable retirement plan or IRA account statement with a balance of at least $25,000.
- Cash in-Get a $50 VISA gift card for a retirement account statement of at least $25,000.
† Before deciding whether to retain assets in an employer sponsored plan or roll over to IRA an investor should consider various factor including, but not limited to: investment options, fees and expenses, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. There is no requirement to move the account to receive this offer. Offer may be discontinued at any time.
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the Credit Union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. First Heritage Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to Credit Union members. For specific tax advice please consult a tax professional.