Seminars & Events
Events
Tuesday, August 20 • Launch Party • All branches
Join the celebration! Visit any of our branches on Tuesday, August 20 to get a special treat and some more information about logging into the new eBranch!
Join us for Hot Dogs • Allen Street Branch • West Street Branch
We will be serving up hot dogs at our Allen Street and West Street Branches to add to the celebration of our new eBranch! Join us!
Seminars
Heritage Way Seminar Series
Heritage Way Seminars are held at the Ron Hance Operation Center on Allen Street in Rutland, Vermont beginning at 5:30 PM.
Understanding Medicare & Medicare Supplement Insurance
Wednesday, October 9, 2019
Presented by Tara Williams, Licensed Insurance Agent, CCUFC, Heritage Way
From this session, you will review Medicare Basics and discuss enrollment periods and penalities. Space is limited!
For more information or for reservations, please call 802.776.2187 or email Tara Williams.
Investments made through Heritage Way are not insured by the NCUA.
*Representative is not a legal expert. for legal questions, including discussions on estate planning, please consult your attorney.
**The CERTIFIED FINANCIAL PLANNER TM certification marks are not affiliated with CUNA Brokerage Service, Inc.
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. CBSI is a registered broker-dealer in all fifty states of the United States of America.
Manage all of your investment options through Heritage Way. Organize your finances and plan for the future with the many tools available through Heritage Way. Calculate what you may be worth when you retire, learn about investing in the Education Center or contact your Heritage Way representative.
Whatever your financial needs, day or night, you have access to your account information to help you meet your demanding lifestyle. From our branches, apps and call center we are here in Vermont and New Hampshire to serve you wherever you are.