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Plan today for tomorrow’s yesterday! Presented by Tony Fox, CFS* Financial Advisor.
Join us at our complimentary workshop and get professional advice about general estate planning concepts and strategies. It’s never too late to start thinking of a plan, so we’ll be sure to cover:
• Basic estate planning concepts
• Who might benefit from an estate plan
• Financial products and concepts that may help in estate planning
• Various estate planning documents
*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. Embold Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.