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Estate Planning Basics and Wealth Transfer Planning
Many people believe that estate planning is only for the wealthy. Nothing could be further from the truth. This webinar will help you and your family understand basic techniques to become better prepared for life’s unexpected events.
 
You’ll learn about wills, trusts, powers of attorney, gifting, and other important estate planning tools. We hope you’ll join host Financial Advisor, Melody Brady in an exploration of this vital topic, presented by Estate Planning attorney Doug Paul.

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. InvestmentRepresentatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.

Jul 20, 2021 12:00 PM in Central Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: CFS Webinar.