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Wescom Financial Services Webinar — Frequently Asked Questions
How do I unsubscribe from future emails?
Wescom promotional emails are sent to you based on your email preferences. If you would like to be removed from future emails, simply click on the unsubscribe link at the bottom of the email or call us at 1-888-4WESCOM (1-888-493-7266).
I’m having technical difficulties joining the webinar, is there someone I can speak to?
Yes, please contact our Wescom Financial Services (WFS) operations team by phone at 1-888-879-0558 ext. 5104, email us at operations@wescomfinancial.com, or click here to learn more about joining a Zoom meeting.
How does a webinar work?
All Wescom webinar sessions are complimentary to attend and conducted entirely over the web. Attendees must register prior to the event. Once registered, instructions will be sent via email 24 hours prior to the event date, which will include a link to the webinar session. As attendees click the link, the webinar environment will load onto the computer webpage.
How long is a webinar?
All of our webinars are 60 minutes, which consists of a 45-minute presentation/discussion and a 15-minute Q&A session.
Once the webinar is over, will I have access to the materials and recording?
In general, our webinars are not recorded due to our presenter’s requirements. Depending on the webinar topic, webinar slides may be available upon request.
How do I make an appointment with a WFS Financial Advisor?
You can call the WFS operations team directly at 1-888-879-0558 ext. 5104 or by email at operations@wescomfinancial.com. Click here if you would like to schedule an appointment online.
*Members who make an investment, purchase a permanent insurance policy with the assistance of a WFS Financial Advisor, or transfer funds from another financial institution or a Wescom account to a WFS account by April 30, 2022 through WFS with $25,000–$49,999 will qualify to receive a $100 Visa Gift Card, with $50,000–$99,999 will qualify to receive a $200 Visa Gift Card, with $100,000–$249,999 will qualify to receive a $300 Visa Gift Card, and with $250,000 and greater will qualify to receive a $400 Visa Gift Card. The account must be funded within 45 calendar days of opening. The account must remain open for 30 days. Visa Gift Cards will be sent after the 30 day period is over. Accounts opened through eVision® do not qualify for the Visa Gift Card offer. Insurance policies through WIS or TruStage do not qualify for the Visa Gift Card offer. Visa Gift Cards may be subject to IRS reporting. Consult your tax advisor. Restrictions apply.
Investment products and services offered through Wescom Financial Services, LLC (WFS), a Registered SEC Investment Advisor, broker-dealer, and a wholly owned subsidiary of Wescom Credit Union. Registered Representatives are employed by and registered through WFS (Member FINRA/SIPC).
eVISION® is a trademark of CUSO Financial Services, L.P.
Investments are not NCUA/NCUSIF insured, not Credit Union guaranteed, and may lose value.
Wescom Financial Services CA Insurance License #0E36340.