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Estate Planning

Financial Center

Saturday, June 14, 2014 from 10:00 AM to 12:00 PM (EDT)

Estate Planning

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Event Details

Learn the basics of estate planning including trusts, health directives, Medicaid and Veterans benefits as our CFS* Financial Advisors welcome guest speakers from Brazil-Hester.

J Everett Light Career Center

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and 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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CUSO Financial Services, L.P. and its representatives do not provide tax advice. For such advice, please contact a tax professional.

Have questions about Estate Planning? Contact Financial Center

When & Where


J Everett Light Career Center
1901 East 86th Street
Indianapolis, IN 46240

Saturday, June 14, 2014 from 10:00 AM to 12:00 PM (EDT)


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