Complimentary financial seminars

Event details

Event name:Estate planning basics (Corvallis)
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Date:July 1, 2020 5:30 PM - 6:30 PM
Price:Complimentary
Available Spots:18
Location:Oregon State Credit Union - 4800 SW Research Way, Corvallis
Contact name:Investment Services, available through CUSO Financial Services, L.P.*
Phone:541-714-4296
Description:

Learn to create an estate plan

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.
 
To register click on the registration link at the bottom of this page.

In this seminar on estate planning basics you'll learn:

  • Why you need an estate plan
  • Strategies to plan for incapacity, including special health care directives
  • Wills, trusts, and life insurance
  • Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax
Presented by:
John Kerekanich
Financial Advisor
CUSO Financial Services, L.P.
 
Registration required. To register, click on the registration link below.
 
*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

 

Register: Registration is closed.

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