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Karen Browne, President and CEO of TBA Credit UnionDear Member, 

In 2021, the TBACU team volunteered over 1,500 hours. I am so thankful for all of the time spent supporting a variety of organizations, and especially appreciative of our team members that serve on non-profit boards in our area. Volunteerism is a priority that aligns with our mission and commitment to serving the community.
 
Another way we serve our community is by offering the TBACU Invested In Scholarship. This scholarship helps fund continued education for students who are similarly dedicated to volunteerism. This year, we are thrilled to offer six TBACU Invested In Scholarships of $1,000. To learn more about the scholarship, eligibility, and to apply, please visit our Invested In page.
 
Warmly,
Karen Browne
President/CEO
TBA Credit Union
Filing your taxes doesn't have to be taxing. As a TBACU member, you now have more choices and more savings this tax season. We've partnered with TurboTax and H&R Block to help you file your way and get special member savings.
Learn More
Please mark your calendar for our upcoming Annual Meeting of the Membership. Join our team and the Board of Directors virtually via Zoom on Tuesday, March 15 at 5:30 pm. We look forward to sharing the financials and reflecting on our 2021 accomplishments. We hope to see you there!
Register to Attend Today!
Board of Director Nominations
The Nominations Committee of the TBA Credit Union makes the following report after our recent conference. The following nominations are made for the expiring terms on the Board of Directors:
  • Kathy Douglass
  • Charles Hamlyn
Other nominations may be made in writing over the signatures of one percent (1%) of members on nomination forms which shall be obtained from the principal place of business of the credit union. All nominations shall be filed with the president at the principal place of business of the credit union at least forty-five (45) days prior to the meeting.

If you have further questions, please call or text our Service Center at 231.946.7090.
Retirement Rollover

Put your hard-earned money to work. Earn $100* by consolidating your 401(k) or Individual Retirement Account (IRA) to TBA Investment Services available through CFS!**

Plus, enjoy other benefits that include:
  • Potentially lower fees
  • Allocate, diversify and re-balance in one portfolio
  • Possible estate planning features
  • Access to customized financial planning Investments available through CFS
  • Streamlining your financial information “under one roof”
Learn More
Follow us on social media! 
https://www.facebook.com/tbacreditunion/
https://twitter.com/tbacreditunion
https://www.instagram.com/tbacreditunion/?hl=en
https://www.youtube.com/channel/UClTg0I3nITkHB_5j9PwQ1iw?view_as=subscriber
BRANCH, SERVICE CENTER & DRIVE THRU HOURS: M - F, 9 am to 5 pm
Mailing Address: P.O. Box 1049, Traverse City, MI 49685 
P: 231.946.7090 or 1.800.678.0987 
F: 231.932.5050 

Federally insured by NCUA. Equal housing opportunity. 
*Offer valid through April 30, 2022, for members who roll over either a IRA or 401(k) with CFS. Qualifying members will receive $100 for rollovers of $25,000.00 or more. Payment will be made to the member’s savings account within 90 days after meeting conditions. Payment subject to 1099 reporting requirements. Must schedule appointment with CFS by April 30, 2022 to receive this offer. Must be 18 or older to participate. Limit one savings deposit per member. Limited time offer. While supplies last. CFS reserves the right to provide a raincheck or a substitute of equal or greater value. Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgements, required minimum distributions and possession of employer stock.
 
** Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”) a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. TBA has contracted with CFS for investment services.

TurboTax Offer
Visit turbotax.intuit.com/lp/yoy/guarantees.jsp for TurboTax product guarantees and other important information.#1 best-selling tax software: Based on aggregated sales data for all tax year 2020 TurboTax products.

Limited time offer for TurboTax 2021. Savings are on TurboTax federal products only. Terms, conditions, features, availability, pricing, fees, service and support options subject to change without notice. Intuit, TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries. Other parties' trademarks or service marks are the property of their respective owners.

H&R Block Offer
Void if sold, purchased, or transferred and where prohibited. No cash value. Valid at participating U.S. offices only. A new client is an individual who did not use H&R Block or Block Advisors office services to prepare their 2020 tax return. Discount valid only with or for preparation of an original 2021 personal income tax return. Tax Identity Shield terms, conditions, and limitations apply. Coupon must be presented prior to completion of initial tax interview. Discount may not be combined with any other offer or promotion. Expires October 15, 2022. OBTP#B13696 ©2021 HRB Tax Group, Inc.

TBA Credit Union, 630 East Front, Traverse City, MI 49686

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