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Establishing An Estate Plan Education Session

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Edina Country Club

5100 Wooddale Avenue

Edina, MN 55424

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Event description

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Conversations about planning your legacy can be difficult, but they are essential.

Join us to gain a deeper understanding topics related to planning for the future including:

  • Estate Tax

  • Probate

  • Problems with Beneficiary Designations

  • Protecting Your Assets & Cabin Planning

  • Tax Management

  • Wills vs. Trusts; The Role of Living Trust


Hosted by Firefly CU Advisors

Featuring Mullen & Guttman, PLLC

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. Representatives is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney. Mullen & Guttman PLLC is not affiliated with CBSI or its representatives. Opinions expressed are those of the presenters and are not necessarily those of CBSI or its representatives. FR-2019599.1-0218-0320

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Date and Time

Location

Edina Country Club

5100 Wooddale Avenue

Edina, MN 55424

View Map

Refund Policy

Contact the organizer to request a refund.

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