Many people believe that estate planning is only for the wealthy. Nothing could be further from the truth. This educational workshop will help you and your family learn basic techniques to become better prepared for life’s unexpected events.
The workshop will cover wills, trusts, powers of attorney, gifting and other important estate planning tools. We hope you'll join us to learn more about this vital topic, that is relevant to us all.
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. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.
July 12, 2017