The Digital Save Smart Series



Follow us on Facebook, Twitter & Instagram January 7th through until March 1st as we post savings information and advice in the form of videos, meme's and Did you knows?

At the end of this campaign, you could be a lucky winner!

Dates:  January 7th – March 1st

Prize: A Tablet OR a donation made to a charity of your choice equal to the value of the Tablet!  You get to choose!
 
What you have to do?  
  1. Book a *Beneficial & Meaningful Appointment* with someone from our Wealth TEAM & mention that you have been following our Digital Save Smart Series posts on social media!                                  OR
  2.  Comment on our Digital Save Smart posts telling us “Your Story” and how Crossroads has helped you start on your financial path!  
What is a “Beneficial & Meaningful Appointment”?
Firstly, you must mention that they saw our posts for the Digital Save Smart Series on Social Media AND the appointment must result in any one of the following: 1) a contribution to an existing wealth product/retirement plan, 2) a new wealth product/retirement plan, 3) a CFS referral OR 4) a meaningful relationship building conversation!
 
 
 
 


 
CUDGC