|Event name:||Estate planning basics (McMinnville)|
|Add to Calendar:||Outlook or Apple Calendar | Google Calendar|
|Date:||November 7, 2019 5:30 PM - 7:00 PM|
|Location:||McMinnville Community Center, 600 NE Evans St, McMinnville, OR|
|Contact name:||Investment Services, available through CUSO Financial Services, L.P.*|
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 seminar on estate planning basics you'll learn:
CUSO Financial Services, L.P.
At Oregon State Credit Union
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.
Click Here to Register