You've worked hard at saving and now you deserve a reward.
Watertown Savings Bank's Club 50 is your reward - Special discounts, free services and unique travel opportunities.
Enjoy banking at its best. There are no membership fees and no annual fees. You are eligible to become a Club 50 Member if you have reached your 50th birthday (joint accounts: only one person must meet age requirement) and you maintain a minimum combined balance of $25,000 in one or more of the following:
Savings Account
Checking Account
IRA Account
Certificate of Deposit (CD)
CLUB 50 ENJOYS EXCLUSIVE LUNCH & LEARN SERIES
Thank you to everyone who has participated so far in the Club 50 exclusive Lunch & Learn series with Sandy Penchansky, CFP®, our Infinex representative located here at Watertown Savings Bank.
We are happy to report an overwhelming response to the series, which helps inform Club 50 members on financial topics that impact your lives. The series recently kicked off with the session YOUR
MONEY NOW, as Sandy discussed how the current changes in the economy and declining interest rates may impact your decisions on how to save or invest. In the most recent session, WEALTH TRANSFER
STRATEGIES, Sandy overviewed several opportunities to leverage your assets, including wills, beneficiary designations, gifting, and trusts, as well as planning strategies such as 529 college savings
programs and life insurance.
We are pleased to note that Sandy is working on plans for future sessions-- topics will include long-term care insurance and retirement plan distributions. We will share the dates and locations with you as soon as details are finalized, or please call Karen Condor at 617-928-2337 for information.
Investment products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
2008 TRAVEL PROGRAMS for CLUB 50 MEMBERS
Yarmouth Clam Festival, Yarmouth, ME
Visit to Portland Light
Friday July 18
Member: $69 Non-Member: $79
Click here to view a flyer regarding this trip!
Berkshire Getaway
August 17-18
Click here to view a flyer regarding this trip!
SOLD OUT!
South Dakota: The Black Hills and Badlands
August 27-September 2
Click here to view a flyer regarding this trip!
SOLD OUT! A waiting list is available. Please call for details.
Provincetown Dune Tour
Visit to Highland Lighthouse and Museum
Thursday September 18
Member: $89 Non-Member: $99
Mohawk Trail, featuring Yankee Candle in Deerfield, MA
Thursday October 2
Member: $89 Non-Member: $99
Cirque Du Soleil "Wintuk" at Madison Square Garden, NYC
Saturday November 8
Member: $149 Non-Member: $159
Holiday Parties
Wednesday December 3 and Wednesday December 10
Boston Marriott, Newton
More details to follow!
All events and dates are subject to change. Watch your mail for details. For more information, please call the Club 50 office at 617-928-2337 or 617-928-2338.
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2008 Travel Calendar!
