Jefferey Zhu, CFP- Modern Woodmen of America

Jefferey Zhu, CFP- Modern Woodmen of America With Modern Woodmen, you get more than financial services. Fraternalism makes us different. Modern Woodmen is responsible with the money entrusted to us.

Modern Woodmen’s mission is to improve the quality of life for our members. Modern Woodmen is the nation’s third largest fraternal benefit society, in terms of assets. We manage our assets so that changes in the financial markets – recessions, depressions or periods of inflation – have minimal effect. Modern Woodmen has been touching lives and securing futures since 1883. Learn more about how we operate on social media at https://www.modernwoodmen.org/smterms/

06/15/2026

Have an idea to help your community? As a Modern Woodmen member, you can request a Do-Good Grant®️ to make it happen! To...
06/12/2026

Have an idea to help your community? As a Modern Woodmen member, you can request a Do-Good Grant®️ to make it happen!

To help with your project, you'll receive a fun package in the mail that includes a $200 bank card, T-shirts for your crew, and other items to make your project successful.

Ready to apply? Check out www.modernwoodmen.org/do-good-grant?utm_source=facebook&utm_medium=199008&utm_campaign=3232394 for more details.

Members can apply to receive $200 in seed money to coordinate a small-scale volunteer project with family and friends. Modern Woodmen will award a limited number of grants per year on a first-come, first-served basis.

Every four years, Modern Woodmen members across the country elect delegates to gather for a National Convention. This re...
06/11/2026

Every four years, Modern Woodmen members across the country elect delegates to gather for a National Convention. This representative form of government is part of what makes us unique as a fraternal financial services organization.

Our 45th National Convention will take place this month in Orlando, Florida.

What's included on your vacation budget? Your ideal spending plan will include food, souvenirs and travel costs, plus a ...
06/10/2026

What's included on your vacation budget?

Your ideal spending plan will include food, souvenirs and travel costs, plus a little tucked away for emergencies.

Looking for hands-on help with your budget? Let's meet!

Looking for a way to enrich your child's summer? Get them involved in a volunteer event!At Modern Woodmen, we have oppor...
06/05/2026

Looking for a way to enrich your child's summer? Get them involved in a volunteer event!

At Modern Woodmen, we have opportunities for your kids to make an impact through chapter events, member programs and more.

Ask me how!

There's still time to order a free tree from the Arbor Day Foundation. Just log into your online member account to find ...
06/04/2026

There's still time to order a free tree from the Arbor Day Foundation.

Just log into your online member account to find the order form. And while you’re there, don't forget to explore. Your online account is the go-to place for plan details, member programs and more!

Don't have an account yet? Sign up today!

Just as physical fitness helps your body perform well and recover from stress, financial fitness helps your finances fun...
06/03/2026

Just as physical fitness helps your body perform well and recover from stress, financial fitness helps your finances function smoothly and withstand economic challenges over time.

Looking for tips on how to improve your financial fitness? Let's meet!

Congratulations to the winners of our scholarship competition! Between the competition for high school seniors and the ...
05/29/2026

Congratulations to the winners of our scholarship competition!

Between the competition for high school seniors and the competition for members 21 and up, we gave away $622,000 to 370 member students.

See the full list of winners here:

Address

3350 Shelby Street Suite 330
Ontario, CA
91764

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