Fitness Over 50 finds a partner in OSU Federal

Fitness Over 50 finds a partner in OSU Federal
Fitness Over 50, a locally owned fitness club in
Corvallis, has become the “go to” favorite for
hundreds of adults looking for a different take
on overall wellness. That’s because founder
and president Jason Wallis designed it to feel
like a social venue.
“When people walk in, we want them to feel
welcome,” Jason says, describing the
atmosphere at Fitness Over 50. “I want people
to feel like I’m their fitness partner, not just
the owner. I’m on their side. I want them to
stay fit.”
An OSU Federal member since 1992
Jason became a member at OSU Federal while
attending Oregon State University. After
completing his master’s degree in exercise
physiology and nutrition, he went to work for
Secure Horizons (now UnitedHealthcare) in
1994. He designed and implemented their
wellness program for adults entering
retirement. When that program ended in
1998, he founded Fitness Over 50.
From day one, Jason wanted to provide a
comprehensive wellness program, combining
physical fitness with social fitness, through
person-to-person interaction and intellectual
stimulation. From yoga to art workshops to
seminars on Social Security, members stay
mentally and physically engaged.
This dedication to overall wellness paid off
with growing demand and the need for more
space. So when the time came to build a larger
facility, Jason didn’t think twice about where
to go for financing. “There are certain things I
spend time analyzing and researching,” he
recalls, “but some things are just common
sense. OSU Federal was an easy decision.”
A perfect partnership
“OSU Federal works like I do,” Jason says.
“They’re always on my side looking out for
me, just like I look out for my Fitness Over 50
members.”
Jason Wallis, founder and president of Fitness Over 50.
“Jason has been a great business member,”
says Karen Schulz, OSU Federal Business
Services Loan Officer. “We helped him set up
automatic payments and credit card transactions for Fitness Over 50 a few years ago. So
when he came to us looking for financing to
expand his business, we helped him navigate
the SBA (U.S. Small Business Administration)
loan process.”
continued on page 2
osufederal.com
spring edition
2012
Fitness Over 50 finds a partner in OSU Federal continued from page 1
“I was very impressed with OSU Federal’s
ability to work with every entity throughout
the process,” Jason says. “The contractor, the
SBA, the accountant and more. I came to rely
on OSU Federal, especially when there were
permitting setbacks and additional costs.
I just talked to the Business Services team
and we worked it out.”
Ready for anything
With a brand new facility, nearly 700
members, and so many baby boomers
retiring, Fitness Over 50 is poised for continued growth. “We’re ready for the future,”
Jason says happily. “And I know that
OSU Federal is by my side.”
Get more details about OSU Federal
for yourself or your business at
www.osufederal.com/business.
“I want people to feel like I’m their fitness partner, not just the owner,” says Jason of Fitness Over 50,
an OSU Federal Business Services member. “I’m on their side. I want them to stay fit.”
OSU Federal as your business partner
The Business Services team at
OSU Federal is ready to help you
start or expand your business.
We offer more than just business
checking accounts and credit
cards. Our comprehensive
services include:
• Merchant card services
• Electronic payment (ACH)
processing
• Business loans and lines of credit
• SBA loan assistance
Call our Business Services team at
800-732-0173, ext. 5705 to
schedule your appointment today!
“Jason has been a great business
member,” says Karen Schulz,
OSU Federal Business Services
Loan Officer. “We helped him
set up automatic payments
and credit card transactions
for Fitness Over 50 a few years
ago. So when he came to us
looking for financing to expand
his business, we helped him
navigate the SBA (U.S. Small
Karen Schulz, OSU Federal
Business Services Loan Officer
Business Administration) loan
process.” Karen and the rest of the Business Services
team are ready to help your business dreams come true
with comprehensive, local service.
2
New on-the-go account access:
text, apps, mobile browsing
Apps, text banking, mobile web browsing – they’re all yours.
Wherever you are, on the go or on the sofa, you’ll have the flexibility
and convenience to manage your money securely. Sign up for free
online account access using a computer, then choose your preferences
on the text banking tab and go mobile.
Text banking: a key convenience
Easy to use, convenient text banking gives you a quick,
secure way to retrieve account balances and transfer
funds. Simple text commands are all you need.
Meanwhile, stay automatically up to date with your own pre-set
alerts for: balances less or greater than a certain amount, periodic
balance notifications, checks cleared, and more. First register for
online banking from a computer, then enable your settings. Easy key
commands include:
BAL
Primary account balance
BAL ALL
All account balances
BAL CHK
Checking account balances
BAL SAV
Saving account balances
LAST
Last 5 transactions
TRANS $$$
Transfer specified amount (e.g., TRANS 100)
to primary account
STOP
Deactivate service
HELP
Help on keywords
• Get demonstrations, downloads and helpful links at osufederal.com.
App-solutely ready: iPhone® and AndroidTM
New mobile banking apps let you securely tap into your
account information, transfer funds and pay your bills
from any Android or Apple iOS device with access to the
Internet. Screen and layout are optimized for ease of use on your
mobile device. To use a mobile app, be sure you first register for online
banking from a computer.
• Get demonstrations, downloads and helpful links at osufederal.com.
That’s “m” for mobile: m.osufederal.com
Mobile banking gives online access to your OSU Federal
account through a secure Internet connection.
Streamlined for optimum use, the mobile website lets you
access your accounts, pay bills and make transfers. Before you go
mobile, make sure you’re already registered and have logged in from a
computer. From any mobile device with Web-browsing capability and
Internet access:
• Open your Web browser and enter m.osufederal.com.
• Select “Account login” and enter your member ID and password.
• Answer security questions and you’re in!
• Get demonstrations, downloads and helpful links at osufederal.com.
3
Seminars from OSU Federal Investment Services and CFS*
Our CUSO Financial Services, L.P. (“CFS”)*
Financial Advisors can provide access
to a wide range of investment and insurance
options such as mutual funds, stocks, bonds,
annuities and tax-advantaged investments.
Selection is important, but managing your
investments through challenging times is our
focus. We can help you create a strategy,
review performance and adjust as needed, or
you can take an actively managed “do-ityourself” approach.
Let us help you with your retirement plan
rollover, PERS retirement planning and IRAs.
Plus, wealth preservation and estate
planning, insurance and more.
PERS – A Piece of the Retirement Puzzle
(Tier 1 & 2 within 5 years of retirement)
Basic Investment Principles
May 15 (RSVP by May 11)
Old Spaghetti Warehouse
(complimentary dinner)
6-7 p.m.
120 Commercial St. NE
Financial Center, Corvallis
Salem
May 22 (RSVP by May 18)
5:30-7 p.m.
1980 NW 9th St.
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through
CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment
Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Congratulations, TLT Scholarship winners!
Congratulations to this year’s Tomorrow’s Leaders Today (TLT) scholarship winners. Noted left to right:
JoLynn Meza-Wynkoop, West Albany High School; Brittany Hemry, McNary High School; Susannah Harman, Philomath High School; Brianna Brouwer, Philomath High School;
Nicole Borrego, Eddyville Charter School; Emma Westlind, Alsea High School; Mara McKinney, home school; Kristin Drahn, Crescent Valley High School; Esperanza Carmona,
Perrydale High School; Jordan Feist, Corvallis High School; Isabel Goñi-McAteer, Corvallis High School; Ian Finn, Crescent Valley High School; Drummond Fudge, Crescent Valley
High School; Clancy Hennessy, Corvallis High School; and Brenden Fraser-Hevlin, Corvallis High School.
ALL BRANCHES
800-732-0173
Mailing address
PO Box 306, Corvallis, OR
97339-0306
Phone Access Teller
(PAT)
541-714-4040 or
800-541-1348
osufederal.com
ALBANY
541-926-1144
1394 Clay Street SE*
DALLAS
503-623-2796
210 Orchard Drive*
541-924-8714
621 NW Hickory Street*
(inside Ray’s)
KEIZER
503-390-4318
4990 River Road North*
(inside Safeway)
NEWPORT
541-574-6124
1923 North Coast Highway*
LEBANON
541-258-1575
3330 Cooperative Way*
PHILOMATH
541-929-7673
1446 Main Street*
CORVALLIS
541-714-4000
1980 NW 9th Street
541-714-4000
148 NW 25th Street*
MONMOUTH
503-838-0203
464 South Pacific
Highway*
SALEM (WEST)
503-585-9100
510 Wallace Road*
* Investment services available by appointment.
4
WOODBURN
503-981-0416
1550 North Pacific
Highway*
(inside Safeway)
The articles in this publication are for general information only and are
not intended to provide specific advice or recommendations for any
individual. We suggest that you consult your attorney, accountant or
financial tax advisor with regard to your individual situation. Images
may be from one or more of these sources: ©Thinkstock ©iStock,
©Fotolia. Entire publication ©OSU Federal 2012. All rights reserved.
Wow – estatements create forests, jobs, habitat
Do estatements help you, your credit union and your community? You bet!
Here are the results of OSU Federal members who gave up paper statements,
signed up for estatements and helped create two “member forests.”
revenue to the county. All through its lifetime, this growing forest will
provide habitat for native plants, fish and wildlife, as well as recreational opportunities such as hunting, hiking and firewood cutting. So,
reforestation is a very good investment. Thank you to OSU Federal for
helping the Oregon Department of Forestry meet these reforestation
needs. With continuing funding cutbacks, this donation really helped
to stretch my budget to get a few more trees in the ground this year.”
2,500 trees, 7 acres, Lincoln County (2012 planting)
11,000 trees, 38 acres, Benton County (2010 planting)
Let’s not forget the great cooperative results when members signed up for
estatements in 2009. OSU Federal donated a dollar to a tree fund for every
member who signed up. The drive eliminated the printing of thousands of
statements, and OSU Federal’s donation purchased more than 11,000 trees
to reforest 38 acres near Hoskins in the Kings Valley area.
Above, a Forestry Department team plants seedlings in 2012, paid for by an OSU Federal
estatement donation, creating a seven-acre plot with 2,500 trees in Lincoln County.
OSU Federal’s 2011 estatement signups led to the Oregon Department of
Forestry’s West Oregon District receiving $1,646 for tree planting. The
donation paid for labor and seedlings to plant seven acres of state forest
land, part of the “Buck-N-Bull” timber sale in Lincoln County. 360 trees per
acre were planted (about 2,500 trees) of Douglas fir, western hemlock and
western red cedar, all trees native to the Oregon coast range.
Before – seedling
After – 24” grand fir
Left, Ranelle Crosby, OSU Federal Philomath branch manager, holds a seedling during
a ceremony to kick off the 2010 planting. At right, mid-way through its second growing season (July 2011), a grand fir around 24 inches tall is roughly double its original
height, and is one of the original trees planted in 2010.
Sign up for estatements by May 31 – plant another forest!
“With quick reforestation, using good quality seedlings and routine
maintenance of the site, this ground will be fully occupied with trees
within 15 years,” says Evelyn Hukari, District Silviculturist with the
Oregon Department of Forestry’s West Oregon District. “By age 30,
these trees will be ready to be thinned and the trees taken out at that
time will provide revenue back to Lincoln County. The remaining trees
will continue to grow and over time will be harvested to again provide
Estatements are secure, identical to paper statements and available
24/7 through online account access. Plus, for each estatement signup
now through May 31, OSU Federal will donate a dollar to help plant
trees in a local forest. Log in today to online banking, then select
estatements from the top menu and complete the registration.
5
INSIDE
FITNESS OVER 50 FINDS A PARTNER
IN OSU FEDERAL
Maximum
Cooperation
page 1-2
Don’t miss the story of OSU Federal business
member Fitness Over 50, then check out
highlights of new account access using apps,
text banking or mobile browsing. See who’s who
with college scholarship winners and review the
good news about how members, just by signing
up for estatements, helped create OSU Federal
member forests in Benton and Lincoln counties.
Plus, a big thank you to our credit union
volunteers listed below!
page 5
NEW ON-THE-GO ACCOUNT ACCESS:
TEX T, APPS, MOBILE BROWSING
page 3
SEMINARS FROM OSU FEDERAL INVESTMENT
SERVICES AND CFS
page 4
ESTATEMENTS CREATE FORESTS, JOBS, HABITAT
PO Box 306
Corvallis, OR 97339-0306
Thanks to volunteer members, your Board is on the job
Congratulations to OSU Federal members who were elected to the
OSU Federal Board of Directors and Supervisory Committee at
the recent Annual Meeting:
• B oard of Directors: Nadine Davison, Paul Dickey, Ron Stevens
Thanks also to our other members who volunteer on the Board of
Directors and Supervisory Committee:
Nadine Davison
Paul Dickey
Ron Stevens
Board of Directors
• Jay Conroy
• Mike Green
• Tim Rocak
• Shannon Cruz
• Kent Haworth
• David Wildman
Supervisory Committee
• Elizabeth Bell
• Kelley Kaiser
• Jim Swinyard
Thank you!