Who are they and what do they do?
They can help a member plan for retirement, savings, and big life goals.
Who is a financial advisor?
Member says, "My loved one just passed, and I am due to receive an inheritance, would there be someone available that I can speak with?"
What is to refer?
A person, organization, or entity designated to receive assets, money, or benefits from a will, trust, insurance policy, or financial account upon the owner's death
What is a beneficiary?
You need to be rich to have a financial advisor?
What is false? Anytime is a good time to start the conversation about your financial goals.
Our advisors who support branches and members across the St. Louis region and are available to meet with you in person or by phone.
Who are Tom Gilbers and David Fitzgerald?
Partial Points Available
Member says, "I've got some debt, some savings, and no real plan, where do I even start?
What is refer to both GreenPath and TIRS.
** Daily Double- 400 Points**
A retirement savings plan that lets you invest a portion of each paycheck before taxes are deducted depending on the type of contributions made.
What is a 401k?
Initial contact and set up of an introduction meeting, can be in-person or via Zoom.
What is true?
A group of financial planning professionals that help guide your journey into financial well-being for the long haul?
What is TIRS?
Together Investments and Retirement Services
Member says, "I just received my inheritance, and I see you all offer CD's. But is there anything else I can do with my money, do you all offer investments?"
What is to refer?
This represents a fractional unit of ownership in a company.
What is a stock?
Education Planning, Estate Planning, Insurance, Investments, Retirement are type of referrals taken by TIRS.
What is true?
They partner with Together Credit Union to offer free financial counseling to member regarding debt, debt management, budget counseling, student Loan and credit report reviews.
What is GreenPath?
Daily Double **800 points**
Member says, "I'm struggling with credit card debt and need a plan, is there someone I can speak with?"
What is refer to GreenPath?
A compulsory financial charge or levy imposed by a government on individuals or entities to fund public services, infrastructure, and governmental operations.
What are taxes?
Investments through TCU are insured by NCUA.
What is false?
Since not insured, investments may lose value. NCUA insures funds in checking, savings, money market, or certificate of deposit (CD) accounts up to $250,000 per individual.
**Daily Double- 800 Points**