TrueStory: Helping You Prosper in the New Year

Thank you for being a FORUM member. We proudly serve 164,000+ members/owners and on behalf of our 425 FORUM teammates we appreciate you choosing us as your financial partner. As a not-for-profit financial cooperative, your patronage helps your fellow members, and it creates job opportunities in your community – our FORUM team appreciates you. This year we will be celebrating our 85th anniversary with fun promotions throughout the year. Our purpose has remained unchanged since our founding in 1941 – helping members live their financial dreams. As a cooperative, we are able to give back to our membership in meaningful ways – for 2025, this member giveback was around $4 million.

One of the major news stories in 2025 was the robust growth of the stock market. If you are invested in the market, you likely witnessed your investment portfolio growing in value. If you are not yet invested or if you feel as though there are more opportunities in the market for you in the future, you can trust FORUM to be your partner. We have two entry points:

1. If you have $100,000 or more in investments, our Private Client Group (PCG) team with Certified Financial Planners (CFP) is here for you. Unlike many financial institutions, FORUM’s PCG team consists of all FORUM teammates – this service is not outsourced to another company acting as FORUM – it is FORUM. As a Registered Investment Advisory (RIA) firm we are structured to be your fiduciary and only offer investments in your best interest. PCG serves 540 members/clients and manages more than $400 million in assets.
2. If you would like to do more of the planning yourself, we have investment tools for you via our SafisLife program. One of our financial coaches can assist you with utilizing our digital tools (Betterment, Enrich, Right Capital) and guide you on developing your investment strategy. Plus, as a SafisLife subscriber (just $5/month), you have access to one of our financial coaches to assist you with budgeting, credit score monitoring/improvement, and financial advice. Our real-life financial coaches (Andrew or Louie) are not bots, avatars, or some type of artificial intelligence, but are FORUM teammates committed to helping you improve your financial life.

Having someone you can trust and consult with is important when you invest your hard-earned money – we know this and have FORUM teammates ready to help you. In addition to these investment options, we offer competitive savings and certificate products, which are federally insured. Our FORUM teammates are here to help you evaluate the most effective way to plan and save.

Speaking of trust, consultation, and even financial education – you might be interested in one of our three FORUM podcasts.

1. Smarter Money Life with our Chief Operating Officer Andy Mattingly. Andy shares financial tips every other week.
2. Household CFO with our two Vice Presidents of Private Client Group (PCG), Shaun Irwin and Benji Banks. Shaun and Benji highlight financial planning advice in their monthly podcast.
3. Career Dreams with our Chief People Officer, Michelle Baker, and our Assistant Vice President of Talent Development, Chase Batt. Each week Michelle and Chase share insights on personal career development.

These podcasts are available on all major platforms.

Thank you again for being a FORUM member!

Media Contact:
Kristi Lowell
Kristi.Lowell@forumcu.com
317.558.6252