StoryBook

The Tale ofWealth Management

Once upon a time,there lived a creditunion with big dreams named Tulsa Efseeyew.Tulsa wanted to go on adventures, explorenew places, and meet new people.

So one day, Tulsa set out on the road tothe magic city of Wealth Management in thesouth.Before long, Tulsa’s path crossed the dustymain road. This was the road that all the otherbanks and credit unions used to go south.There, Tulsa saw all the other banks stompingalong, bellowing about investment longevityand market instability, bumping into peopleand scaring them into following the banksdown the dusty main road. 3

But Tulsa was looking for something new,something better.Soon, Tulsa spotted a winding path thatlead through a wide-open field dotted bywildflowers.Stopping by the side of the road, Tulsa begantelling stories about brave adventurers andmagical lands beyond the horizon.

The stories captured people’simagination—as a crowd of listeners beganto form, Tulsa set off down the winding pathaway from the main road.Seeing the crowd and hearing about Tulsa’sstories, more and more people began to leavethe banks behind and follow Tulsa down thewinding road. 5

They talked about plans:imagine the potentialOnce you know where you’re going, it’seasier to get there.Prepare your retirement strategy today.

They talked about saving:imagine the potentialGive them wings so they can fly.A College Savings strategy can get themstarted. 7

They talked about their legacies:imagine the potentialGive them something that can take them toa better world.Make a plan for your estate.

They talked about finding new places:imagine the potentialIf you invest in your dreams, they can takeyou places.We can help you find the way. 9

As they walked and talked and listened,people were inspired by the stories and beganto see their own potential.In the company of friends, the miles wentby quickly, and before they knew it, theywere passing through the gilded gates of themagical city of Wealth Management, wherepotential could become reality.

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