Money Connection Spring 2021

2 CUNA Wealth Management Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, INC. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America. FR-3615849.1-0621-0723 2 ANNUAL MEMBER MEETING – THURSDAY, MAY 26, 2022 WEALTH MANAGEMENT & FINANCIAL PLANNING SERVICES The Annual Member Meeting will be conducted via web teleconferencing on Thursday, May 26, 2022, at 11 a.m. ET. The Board of Directors will report on 2021 activities, including financial results and audits. Members of the credit union are urged to attend the online meeting via the Internet. Audio will be available via telephone. A link to join the meeting will be open prior to the call time and is available on our Annual Meeting page at creditunion.coca- cola.com/annual-meeting/. Join via phone or web and be entered in a drawing to win a prize.* We look forward to your attendance! *Membership and attendance required for eligibility. Date and time subject to change. The Credit Union Wealth Management Team is dedicated to helping member’s reach their financial goals. With a wide variety of products and services including mutual funds, managed money choices, and fixed/ variable annuities; members are free to select a strategy that fits their specific needs best. There’s no time like the present to work on your financial future. To learn more about what Coca-Cola CU Wealth Management has to offer, call 404-515-3079 or email ron.huck @ cunamutual.com for your complimentary consultation. RETIREMENT SERVICES FINANCIAL MANAGEMENT Planning assistance Comprehensive analysis & financial planning Retirement plan rollovers Retirement & estate transfer planning Individual retirement accounts Legacy planning INVESTMENT MANAGEMENT INSURANCE SERVICES Creating savings/investment plans Disability Protecting financial security Life Building net worth Long-term care q 3 q 3 q 3 q 3 q 3 q 3 q 3 q 3 q 3 q 3 q 3 q 3