Wealth Transfer Seminar
Date: November 20, 2012
Time: 5:30 - 7:00 PM
Location: Bellco Smoky Hill branch
RSVP: Email Laura Saunders by November 16th
In this seminar you will learn:
In this estate planning presentation, we’ll take a look at some general estate planning concepts and strategies.
While there’s no such thing as a “one size fits all” estate plan, this overview may assist you in thinking about your own estate planning needs, and may help you in determining whether you might benefit from working with a financial planning professional.
This invitation is for you and up to two guests. Seating is limited.
Light refreshments will be served.
*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 customers.