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Estate Planning Boot Camp Series 1: Estate Planning Basics
Tue, March 21, 2017, 12:00 PM – 1:00 PM CDT
Join Coca-Cola Credit Union on Tuesday, March 21st from noon to 1pm in CRB Austin Room* for the first of our 2-part Estate Planning Boot Camp Series – Estate Planning Basics. You'll learn how to map out financial matters in case of incapacity or at your death and how estate plans can help clarify wishes to avoid family disputes, and much more! Come early and be entered in our door prize drawing**! Limited seating, pre-registration is recommended. Click above link to register. For official rules, visit creditunion.coca-cola.com.
Presented by Guy B. Cook, CRPC®, TLO. Guy Cook is Vice President, Wealth Management with CU Wealth Management located at Coca-Cola Federal Credit Union, and a Financial Advisor with CUNA Brokerage Services and a Trust Liaison Officer with MEMBERS Trust Company.***
*Location subject to change without notice.
** Must be present to win. Restrictions apply, see website for details. Gift card provided by Coca-Cola FCU.
***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. Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency.
Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.