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New financial opportunities

Financial opportunities are knocking and you’ve decided to answer. What now?

Establish short-term savings for long-term memories. Opening a Personal Investment Account can help you reach those short-term goals like a large purchase or family vacation.

Give to the next generation. Grandchildren are a special blessing. Help prepare a financial future for them by considering the Uniform Gift to Minors Act (UGMA) or the Uniform Transfer to Minors Act (UTMA). Both allow you to open a custodial account that an adult manages for your grandchild’s benefit until he or she reaches a certain age.

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