Nonprofit Overview

Company Overview August 18, 2009 Copyright © 2009. UNFCU Financial Advisors, LLC. All rights reserved. By Stephen J. Ryerson, President UNFCU Financial Advisors Presented To Nonprofits and Their Employees

Contents ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],August 18, 2009

Company Background ,[object Object],August 18, 2009

Our Philosophy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],August 18, 2009

Current Office Locations ,[object Object],[object Object],[object Object],[object Object],August 18, 2009

Products & Services – For Employees ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],August 18, 2009

Products & Services – For Nonprofits ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],August 18, 2009

Innovative Programs ,[object Object],[object Object],[object Object],August 18, 2009 ,[object Object],[object Object],[object Object],[object Object]

Online Insurance Programs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],August 18, 2009

Turn-key Marketing Solutions ,[object Object],[object Object],[object Object],[object Object],August 18, 2009

For more information, please visit our websites: ,[object Object],[object Object],[object Object],August 18, 2009

Disclosures: ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],August 18, 2009 UNFCU Financial Services LLC is a licensed insurance producer under the New York State Insurance Department. Investment advisory services are provided by UNFCU Financial Services LLC under d.b.a. UNFCU Financial Advisors. Nancy Wilks, Boris Fernandez, and Hector Dishnica provide insurance services only through UNFCU Financial Services LLC and are neither affiliated nor provide any investment advisory services through UNFCU Financial Advisors.

Contact Information August 18, 2009 Stephen Ryerson, President T + 1-212-324-3901 F + 1-212-324-3991 [email_address] UNFCU Financial Advisors, LLC 24-01 44 th Road Long Island City, NY 11101 www.unfcuadvisors.com

Nonprofit Overview

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Nonprofit Overview