Dear Member:

On behalf of Entrust Federal Credit Union, I would like to thank you for the opportunity to serve your financial needs from deposits to loans to financial education over the past 40 years. As we continue to offer advice, products and services that help you maintain your financial well-being, we are pleased to announce our partnership with the wealth management firm, The Cadden Sizemore Group of Morgan Stanley Smith Barney, to provide you another opportunity to seek wise counsel for your investment goals.

The Cadden Sizemore Group has been helping individuals pursue their investment goals, such as personal retirement planning, education planning and portfolio diversification and more for many years. They are knowledgeable of the various treatments for the receipt of lump sum retirement plan distributions and provide a variety of complimentary services that will help you make any critical financial decision that may arise in your life. Most importantly, they are ever mindful of your values and align their services to meet this obligation to you.

The Cadden Sizemore Group also hosts a series of educational seminars on investment strategies. These seminars are designed to provide you with information about such topics as retirement, estate and tax planning services. If you would like to learn more about the market so you can make wise financial decisions, you will likely find the seminars to be of great asset to you. We look forward to providing more information about these seminar opportunities in the near future.

For more information about The Cadden Sizemore Group, please contact them at 804-780-3377 or 800-833-5522, or click here to visit their website. You can meet with one of their financial advisors at no cost, no obligation for an initial consultation.

Sincerely,
Susan Adams
President/CEO

*Brokerage services are being provided by Morgan Stanley Smith Barney, not Entrust Federal Credit Union. The consumer will be dealing solely with Morgan Stanley Smith Barney with respect to brokerage services. Securities not NCUSIF insured - Not NCUA or credit union guaranteed. May lose value.