Complimentary financial seminars

Event details

Event name:Estate Planning (Corvallis)
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Date:May 29, 2019 5:30 PM - 7:00 PM
Price:Complimentary
Available Spots:0
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: May 29, 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

Presented by:

John Kerekanich

Financial Advisor

CUSO Financial Services, L.P. (Member FINRA/SIPC)

At Oregon State Credit Union

Registration Required

*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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