The Wrenn/Ferguson Group
Helping families in the Pacific Northwest pursue their financial goals for over 30 years The Wrenn/Ferguson Group
Joseph M. Ferguson Senior Vice President – Investments
Don A. Wrenn Senior Vice President – Investments
C. Craig Heath Senior Vice President – Investments
James A Wrenn, CIMA Senior Vice President – Investments Advisory & Brokerage Services
John D. Wrenn Senior Vice President – Investments
Ted Ferguson, CFP® Financial Advisor
2012 Membership Dues A DM iNi STRATiv E
T
he 2012 membership dues approved by the Board of Trustees became effective Saturday, Jan. 1, 2012. Contact Member Services, 503-517- 7280, for more information about dues.
Dues by membership Resident family:
Age 30-older Under 30
Resident single: Age 30-older Under 30
Senior preferred
Monthly $227.00 $181.60 Monthly $158.90 $127.10 Monthly
Tier 1 – Age 65 with at least 25 years of resident senior membership. Single Family
$119.15 $170.25
Tier 2 – Age 75 with at least 35 years of resident senior membership Single Family
$106.45 $152.10
Tier 3 – Age 80 with at least 40 years of resident membership. Single Family
$ 95.35 $136.20
Have an Old 401(k) or other Employer Retirement Plan?
Understand Your IRA Rollover Options? Since a distribution from an employer retirement plan could represent the largest sum of money you’ll ever receive at one time, it is important to evaluate your options before making any decisions.
Contact us today via email at
wrennferguson@ubs.com or via phone to request a complimentary analysis and start preparing for your financial future today.
www.ubs.com/team/wrennfergusongroup Wrenn/Ferguson Group, UBS Financial Services, Inc. Member SIPC 111 SW 5th Avenue, Suite 3100, Portland, OR 97204 • 503-248-1309 • 800-444-3235
New Members Senior
Carla Kelley is an attorney for the Port of Portland.
Senior Family Tore and Yufen Steen. Tore is the
Vice President of Business Development at Janrain, Inc. Yufen is the Director of Marketing at Knowledge Universe Cam Turner and Christine Tebben. Cam is a principal at United Fund Advisors. Christine is the Executive Director of Grantmembers for Education. Bashar Wali is the President of Provenance Hotels. WM
16 | The Wınged M | JANUARY 2012
Nonresident Family Age 30-older Under 30
Nonresident Single Age 30-older Under 30
Intermediate Student
Quarterly $272.40 $217.95
Quarterly $190.65 $152.55
Annually $227.00
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