Event Details

Planning is important to protecting your legacy.  Global Credit Union is sponsoring a complimentary Advanced Estate Planning Seminar presented by Global Retirement & Investment Services.  

June 20, 6pm
GlobalHQ
1500 W 4th Ave
Spokane, WA  99201

Here’s a opportunity to attend a valuable educational seminar
 at no cost and no obligation.

Planning Ahead is Important!
Effective planning gives you confidence. Make informed decisions that create peace of mind for you and your loved ones. Topics covered also include: 

  • Who can benefit from advanced estate planning strategies
  • The changing landscape of the federal estate tax system, including information on exclusions and the marital and charitable deductions
  • Techniques to minimize estate taxes, including different trust arrangements
  • Common estate freeze strategies such as family limited partnerships and private annuities
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. 

CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
Representatives are not tax advisors or Social Security experts.  For information regarding your specific tax situation, please consult a tax professional.  To discuss your specific SSA benefits questions, please contact the SSA office in your area.  Representatives are not attorneys.  For legal questions, including a discussion of estate planning, please consult your attorney.  FR-2116513.1-0518-0620.

 

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