Complimentary financial seminars

Event details

Event name:Estate planning basics webinar
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Date:June 26, 2023 6:00 PM - 6:45 PM
Price:Complimentary
Available Spots:44
Location:Virtual Webinar
Contact name:Investment Services
Phone:541-714-4296
Description:

Have you created an estate plan for your family?

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.

In this webinar 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:

Belinda White, CRPC®
Financial Advisor
CUSO Financial Services, L.P.
At Oregon State Credit Union
 
Registration is required—register for this webinar by clicking the registration link below.
An email with the webinar link will be sent to you prior to the event.
 

*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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