Upcoming Seminars & Webinars
Bellco offers a variety of educational seminars in our local communities. Check out the seminars and webinars below to find one that interests you.
FAMILY LEGACY: DISCOVERING WHAT'S REALLY IMPORTANT
Thursday, June 23 at 6:00 PM
at Bellco's Havana & Mississippi Branch
Everyone has a legacy to leave behind, yet many people are unsure what "legacy" means to themselves and their families. Join Mike Mullen, CFP®, Executive Financial Advisor with CUSO Financial Services, L.P.* for this informative seminar that can help you plan a holistic approach that goes beyond the financial aspects of your estate. You'll learn:
- The four pillars of legacy
- The concept of the "Alpha Child"
- How to bridge the legacy gap with loved ones
We'll also be joined by Garrett Anderson from Hughes Law Firm, who will answer your questions about estate planning. This event is complimentary, and refreshments will be provided.
To register, simply select the email link below or call John Hostak at 303-367-9768.
Take advantage of seminars offered by Bellco’s partner, The Hughes Law Firm.
The popular Wills & Trusts 101 seminar, presented by The Hughes Law Firm, provides attendees with the basics about wills, trusts, probate, and long-term care issues from attorneys Richard Hughes, or Garrett Andersen, at one of their complimentary seminars each month at various convenient locations.
*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. Bellco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.