TITLE

Mindsets?

AUTHOR(S)
Bartlett, Michael
PUB. DATE
August 2011
SOURCE
Credit Union Journal;8/15/2011, Vol. 15 Issue 31, p1
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article discusses the statement of Bruce Young, a certified financial planner at Financial Finesse, on the investment services offered by the credit unions to its members in El Segundo, California. He states that credit unions can leverage investment services as long as the communication is clear. Scott Powell, managing director-general account at Credit Union National Association (CUNA) Mutual Group, is advising the member to focus on long-term objectives including annuities.
ACCESSION #
64903028

 

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