Complimentary financial seminars

Event details

Event name:Multi-Generational Planning
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Date:March 12, 2025 12:00 PM - 12:45 PM
Price:Complimentary
Location:Virtual Webinar - Zoom meeting
Contact name:Investment Services
Phone:541-714-4296
Description:

Multi-Generational Planning

This presentation will include the following topics discussing the importance of planning for yourself and your family:

  • Family Goals
  • Asset Maximization Beneficiary Planning
  • Estate Planning
  • Estate and Inheritance Taxes

Presented by:
Tristan C. Peterman, MBA, CFP®, ChFC®
Financial Advisor
CUSO Financial Services, L.P. (Member FINRA/SIPC)
At Oregon State Credit Union
Phone: 541-714-4368

Registration is required—*Register for this webinar by clicking the registration link below. 

*Please check your spam/junk email if you do not receive the webinar link.

*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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