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Estate Planning

Financial Center

Saturday, December 6, 2014 from 10:00 AM to 12:00 PM (EST)

Estate Planning

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RSVP Ended Free  

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Event Details

Financial Center's CFS* Financial Advisors will host guest speakers from Brazil-Hester as they discuss the basics of estate planning including trusts, health directives, and Social Security. 

Earn $50 when you attend two seminars.**

*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.

**One workshop incentive paid per member age 18 and over per year. 

Have questions about Estate Planning? Contact Financial Center

When & Where

Marriott Indianapolis East
7202 East 21st Street
Indianapolis, IN 46219

Saturday, December 6, 2014 from 10:00 AM to 12:00 PM (EST)

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