Partners - Winter 2008 - (Page 3) from the president/ceo ON THE COVER FROM THE PRESIDENT/CEO Winter 2008 Magazine A Publication of Partners Federal Credit Union C M Y K 24 75 56 7 27 95 74 22 20 96 72 9 13 98 72 2 9 100 71 1 8 92 64 1 7 84 56 0 6 34 24 0 64 55 53 63 White Partners President/CEO John Janclaes and former President/CEO Penny Tonn shake hands in front of the Partners statue at the Disneyland® Resort in Anaheim, Calif. IN THIS ISSUE 4 6 8 11 13 14 15 Member News What’s Next? Motley Fool: A Tale of Two Borrowers Jean Chatzky: Extreme Jobs Investment Corner On Your Side Member Education GIVE US YOUR FEEDBACK We’d love to get your feedback about Partners products and services. Visit us at www.vitalresearchsurveys.com/partners to complete a short survey and tell us how we can help you achieve financial success. Welcome to the New Year, and to the premier issue of Partners! Magazine. The past several months have seen many significant and positive changes at your Credit Union, many of which are results from the recent Vista/Partners merger. If you’re a legacy Partners Member (one of the 40,000 people who belonged to Partners before the merger), then I’d like to take this opportunity to introduce myself. I’m John Janclaes, Partners Federal Credit Union’s new President/CEO, and I’m honored to be leading such a significant, dynamic and vital organization. As a legacy Partners Member, this may be the first quarterly magazine you’ve received from your Credit Union. Partners! Magazine, which replaces the Partners Onstage newsletter, is designed to serve as a useful information source from your trusted financial service provider. Of course, if you’re one of the more than 60,000 Members who came from Vista Federal Credit Union, you probably recall Vista! Magazine, which was regularly mailed to your home. The new Partners! Magazine replaces that publication, with an appropriate new name. Clearly, the merger has been a major topic of conversation over the past several months, and it’s easy to see why. We’ve been working hard behind the scenes developing an infrastructure that supports our ability to offer our Members the best possible benefits. In fact, this year alone we will return more than $3 million to our Members in the form of improved rates and fees, and we will continue developing programs and offerings that maximize value, service and convenience — all for the benefit of our membership. C M Y K 24 75 56 7 27 95 74 22 20 96 72 9 13 98 72 2 9 100 71 1 8 92 64 1 7 84 56 0 6 34 24 0 64 55 53 63 White One thing to note — despite all of these changes — you’re telling us in surveys that we’re still doing a great job. We’re frequently being rated “best in class” when compared to other financial institutions. This is especially meaningful as our mandate has been to develop a larger, merged institution while minimally affecting the people we serve — our valued Members. So thank you for your continued interest in Partners, and for supporting our efforts to develop an even greater Credit Union. After all, you’re the reason why we make every advance. I hope you enjoy the magazine. John Janclaes President/CEO Partners Federal Credit Union Partners Federal Credit Union | PO Box 10000 | Lake Buena Vista, FL 32830-1000 | Managing Editor: Darren Zwein Publishing: Market and Sales Logic | 2300 Maple Ave., Ste. 229 | Torrance, CA 90503 | (310) 212-9950 Advertising: National Advertising Sales (310) 212-9950 | Advertising and Editorial Inquiries info@marketandsaleslogic.com Partners! Magazine is printed on paper manufactured by a facility that recycles and remanufactures all paper wastes and utilizes all tree waste as bio-fuel for mill operations in accordance with best industry environmental practices. Partners! Magazine is printed by a printer that meets all RCRA requirements and recycles 100% of all paper waste generated for return into the paper and/or consumer materials production process. Copyright ©2008 by Market and Sales Logic (MSL). All rights reserved. Partners Federal Credit Union, Partners! Magazine and MSL Money Matters are all registered service marks. Partners! Magazine/MSL Money Matters is published by MSL. Please send all editorial comments, questions or manuscripts to MSL, 2300 Maple Ave., Ste. 229, Torrance, CA 90503. Unsolicited material must be accompanied by a self-addressed stamped envelope. This publication may not be reproduced or distributed in any form or by any means without the prior written permission of MSL. Requests for reprint permission should be sent to MSL. C M Y K 24 75 56 7 27 95 74 22 20 96 72 9 13 98 72 2 9 100 71 1 8 92 64 1 7 84 56 0 6 34 24 0 64 55 53 63 White WINTER 08 3 http://www.vitalresearchsurveys.com/partners http://PartnersFCU.org
Table of Contents Feed for the Digital Edition of Partners - Winter 2008 Partners - Winter 2008 Contents Member News What's Next? Motley Fool: A Tale of Two Borrowers Jean Chatzky: Extreme Jobs Investment Corner On Your Side Member Education Partners - Winter 2008 Partners - Winter 2008 - Partners - Winter 2008 (Page Cover1) Partners - Winter 2008 - Partners - Winter 2008 (Page 2) Partners - Winter 2008 - Contents (Page 3) Partners - Winter 2008 - Member News (Page 4) Partners - Winter 2008 - Member News (Page 5) Partners - Winter 2008 - What's Next? (Page 6) Partners - Winter 2008 - What's Next? (Page 7) Partners - Winter 2008 - Motley Fool: A Tale of Two Borrowers (Page 8) Partners - Winter 2008 - Motley Fool: A Tale of Two Borrowers (Page 9) Partners - Winter 2008 - Motley Fool: A Tale of Two Borrowers (Page 10) Partners - Winter 2008 - Jean Chatzky: Extreme Jobs (Page 11) Partners - Winter 2008 - Jean Chatzky: Extreme Jobs (Page 12) Partners - Winter 2008 - Investment Corner (Page 13) Partners - Winter 2008 - On Your Side (Page 14) Partners - Winter 2008 - Member Education (Page 15) Partners - Winter 2008 - Member Education (Page Cover4)
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