Valley Strong - Tehachapi Branch

Join us for an educational webinar on Trusts hosted by Trust and Will. A trust gives you control, flexibility, and protection—helping you secure your legacy and take care of the people who matter most.

This informative session will cover:
• What is a trust and how it works
• Key benefits of Trusts, including probate avoidance and long-term family planning
• Tax implications and considerations when establishing a Trust
• Practical steps for Trust funding, property transfers, and notarization

Register for free today at https://bit.ly/4AIjwXm

Imagine receiving a phone call telling you that your identity has been stolen, your bank accounts may be involved in criminal activity, or your life savings is at risk.

The person on the phone says they are working with the FBI, FDIC or another government agency. They know enough about you to sound legitimate. They may provide case numbers, official-looking documents, emails, or other information that makes the investigation seem real.

Then comes the solution: Move your money somewhere safe.

You may be told that your credit union or its employees cannot be trusted. You may be instructed not to tell your family, your banker or local law enforcement what is happening because doing so could jeopardize the "investigation."

Finally, you're told to withdraw cash or purchase gold so the government can place your assets in a "federal locker," "bank locker" or "government vault" for safekeeping.

This is a scam!! And it is happening to real people.

Be aware and NEVER share your financial information with a non-trusted source.

October is Estate Planning Awareness Month and for a limited time, Valley Strong Members can now get 30% off any estate plan with Trust & Will. Creating a plan to protect your family and legacy has never been easier. Don’t wait, get started today!

👉 https://bit.ly/3ZMVrxK

💼 Helping Your Business Stay Strong Starts Here

No matter your size or industry, Valley Strong offers solutions that can help your business operate more efficiently and reach its financial goals:

✅ Business Checking Accounts to manage your cash flow with confidence
✅ Business Loans & Lines of Credit for expansion, equipment, or working capital needs
✅ Merchant Services to accept payments seamlessly and provide customers with more ways to pay
✅ Online & Mobile Banking so you can bank anytime, anywhere

Partner with Valley Strong and focus on what matters most: growing your business. 🚀

💰 Share the benefits. Earn the rewards. 💰

Refer your friends, family, or business contacts to Valley Strong and earn rewards for every qualifying referral. You can earn up to $2,500 per year just for sharing the credit union you trust.

Start referring today!

This Patriot Day, we join our community in honoring the memories of those lost and recognizing the bravery, sacrifice, and resilience shown on September 11, 2001. We will never forget.

In observance of Labor Day, all Valley Strong branches and our Contact Center will be closed next Monday, September 7th.

Did you miss our ESTATE PLANNING IN RETIREMENT webinar? 💻

Great news! You can watch it anytime on our Youtube channel at https://www.youtube.com/watch?v=i1AnAXOriXM&t=9s

In this webinar we discussed:
• Wills, trusts, and the documents that protect your legacy
• Choosing a power of attorney and assigning beneficiaries
• How where you live can affect your estate plan
• Planning considerations based on your marital status

Check it out!

Webinar: Estate Planning In Retirement Is your estate plan retirement-ready? In this webinar, we discuss t...