Orlando Federal Credit Union
INTRODUCTION
COMMUNICATE
SHARE FINANCIALS
SET GOALS
CREATE A SPENDING PLAN
MERGE ACCOUNTS
REVIEW BENEFICIARIES
•
REFINANCE
Update beneficiaries for:
Insurance policies
IRAs
Pensions
401(k)s
Click
here
for an example of what can happen if you don't.
© 2003-2012 Credit Union National Association Inc.
