Page 3 - July 2020 Member Matters_Flipbook
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 (2020 Annual Meeting Recap)
 Due to current events, we held our 58th Annual Meeting virtually on April 21st. Participants heard remarks from our President/ CEO, Marshall Boutwell and Chairman of the Board of Directors, Dr. Keith Everson. Members also had the opportunity to submit questions prior to and during the meeting. Following the meeting with members, the Board of Directors held their regular business meeting and made the following changes:
David Welden is now Chairman of the Board. He formerly served as the Executive Vice President of Administration for Gwinnett Technical College. David joined the Board of Directors in 2015 and served as Chairman of the Supervisory Committee for two years.
The Board also voted to expand the number of volunteers from nine to 11. We are pleased to welcome Walt Martin and MaryBeth Thomas to our Board of Directors.
Walt is the Chief Operations Officer for Gwinnett County Public Schools. He has worked for the school system since 1991. MaryBeth is currently the Principal at Hilliard A. Wilbanks Middle School in Habersham County and was named the 2019 Georgia
Association of Secondary School Principals “Middle School Principal of the Year”.
We also added a member to our Supervisory Committee:
Jeff Padgett has been a member of our Augusta-area Advisory Board since 2015. Previously he worked for the State of Georgia for 32 years before retiring. Jeff has more than 40 years of experience serving in a variety of local and state level credit union leadership positions.
     David
Welden
Chairman of the Board
Walt
Martin
Board Member
MaryBeth
Thomas
Board Member
Jeff
Padgett
Supervisory Committee
     Planning for your future?
We can help! Peach State Investment Services offers retirement, insurance and investment strategies designed to help you and your family with financial planning now and for the future. The full-service program offers a number of tools to help a variety of members – from those who are just getting started with financial planning to those nearing retirement.
Some of the products and services available include:
Want to learn more?
Andy Anderson, AIF®, CFS®, LUTCF may be contacted at 678.592.9694 for more information or to make a no-cost, no-obligation appointment with an advisor at any convenient branch location.
            1 Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.
2 Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
FR-2205198.1-0818-0920
    





































































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