TRANSFER VWEALTH WITH THE HELP OF SOMEONE YOU KNOW. You're thinking about the people you love, giving them a financial safety net. The planning involved in preserving your wealth can be complicated, especially if you have a family business. But no matter what the situation, no matter how much money is involved, it's good to know your NCU Financial advisors are here for you. Proudly located at Navigant Credit Union. NCU FINANCIAL 401.233.4337 RETIREMENTINANCE WEALTH MANAGEMENT To us, you're family MARIA DOUKAS, Coordinator STEVE LAVERGNE, Financial Advisor REID HANSEN, Financial Advisor JEFF GAGNON, Financial Advisor navigantcu.org/ncuf Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-2019724.1-0218-0320 TRANSFER VWEALTH WITH THE HELP OF SOMEONE YOU KNOW. You're thinking about the people you love, giving them a financial safety net. The planning involved in preserving your wealth can be complicated, especially if you have a family business. But no matter what the situation, no matter how much money is involved, it's good to know your NCU Financial advisors are here for you. Proudly located at Navigant Credit Union. NCU FINANCIAL 401.233.4337 RETIREMENTINANCE WEALTH MANAGEMENT To us, you're family MARIA DOUKAS, Coordinator STEVE LAVERGNE, Financial Advisor REID HANSEN, Financial Advisor JEFF GAGNON, Financial Advisor navigantcu.org/ncuf Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-2019724.1-0218-0320