Estate Planning Fundamentals Seminar
What, Where & When
In this workshop, we’ll take a look at some estate planning concepts and strategies. While there’s no such thing as a “one size fits all” estate plan, this may assist you in thinking about your own estate planning needs, and determining whether you might benefit from working with a financial planning professional.
You’ll also learn more about:
- Wills, trusts, and the importance of having a plan in place
- Tax basics
- Life Insurance
Join us at this complimentary Estate Planning Fundamentals seminar.
Robert Stewart, an Investment Advisor Representative at CUSO Financial Services, L.P.1
, and Estate Planning Attorney Crystal Lewis of Beaty Hatch, Attorneys At Law², will share key facts about establishing a plan for your estate.
to save your space. We look forward to seeing you!
1Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CUSO Financial"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial: 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 CUSO Financial. Columbia Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions company and is not a Registered Investment Advisor or broker-dealer. Investment products, services and advice are only provided through CUSO Financial, a subsidiary of Atria. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.
²Crystal Lewis and Beaty Hatch, Attorneys At Law are not affiliated with Columbia Credit Union or CUSO Financial Services, L.P. (CFS)
Columbia Credit Union Operations Center
200 SE Park Plaza Drive, Vancouver, WA 98684 05/16/2019 | 6:00 pm - 7:30 pm