Event details

Event name:Estate planning basics (McMinnville)
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Date:November 7, 2019 5:30 PM - 7:00 PM
Price:Complimentary
Available Spots:39
Location:McMinnville Community Center, 600 NE Evans St, McMinnville, OR
Contact name:Investment Services, available through CUSO Financial Services, L.P.*
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 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.

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.

 

Register: Click Here to Register

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