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Jonathon Allen, President of Wescom Financial Services, will host a virtual webinar with guest Brett Wayman, Senior Director of Impact Investing with Envestnet, to discuss ways to align your portfolio with your own core values.
Date: Wednesday, December 8, 2021
Time: 4-5 p.m.
During the webinar you’ll have the opportunity to discuss:
Investing in businesses that are responding to consumer demand for sustainable products and services, committed to diversity, equity, and inclusion in the workplace, including a balanced board, strong oversight, and shareholder-friendly policies
*Members who make an investment, purchase a permanent insurance policy with the assistance of a WFS Financial Advisor, or transfer funds from another financial institution or a Wescom account to a WFS account by April 30, 2022 through WFS with $25,000–$49,999 will qualify to receive a $100 Visa Gift Card, with $50,000–$99,999 will qualify to receive a $200 Visa Gift Card, with $100,000–$249,999 will qualify to receive a $300 Visa Gift Card, and with $250,000 and greater will qualify to receive a $400 Visa Gift Card. The account must be funded within 45 calendar days of opening. The account must remain open for 30 days. Visa Gift Cards will be sent after the 30 day period is over. Accounts opened through eVision® do not qualify for the Visa Gift Card offer. Insurance policies through WIS or TruStage do not qualify for the Visa Gift Card offer. Visa Gift Cards may be subject to IRS reporting. Consult your tax advisor. Restrictions apply.
Investment products and services offered through Wescom Financial Services, LLC (WFS), a Registered SEC Investment Advisor, broker-dealer, and a wholly owned subsidiary of Wescom Credit Union. Registered Representatives are employed by and registered through WFS (Member FINRA/SIPC).
eVISION® is a trademark of CUSO Financial Services, L.P.
Investments are not NCUA/NCUSIF insured, not Credit Union guaranteed, and may lose value.
Wescom Financial Services CA Insurance License #0E36340.
