Complimentary financial seminars

Event details

Event name:Estate Planning (Corvallis)
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Date:April 16, 2019 5:30 PM - 7:00 PM
Price:Complimentary
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:

Estate Planning Basics

An overview of the Estate Planning process

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

 

Date: April 16, 2019 5:30 PM - 7:00 PM
Price: Complimentary
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

 

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