Plan for the road ahead and secure your financial future.
Myth: Estate planning is for the wealthy.
Truth: Estate planning is for everyone and may even be more important for smaller estates.
Estate planning maps out how you want your personal and financial affairs to be handled in the future and ensures that your family’s needs will be taken care of, making an estate plan a critical part of your overall financial plan.
Learn these estate planning basics:
Wills or Trust? Which is best for you?
How to avoid probate
Truth about losing assets to a nursing home
Jack Crane, CFP
As a representative of CUNA Brokerage Services, Inc., Jack Crane serves as Vice President of St. Mary's Financial Services, a division of St. Mary's Bank. He has over 30 years of experience in the financial services industry, 15 of which are in investment services. As a CFP®, he offers advice on financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. Jack also holds a Life, Accident and Health Insurance license, enabling him to offer life insurance.
Gregory J. Majewski, Attorney
A licensed attorney in Nashua, New Hampshire, Gregory Majewski has practiced law for the past 25 years. He is admitted in seven jurisdictions to practice and has been exposed to many facets of the law and currently concentrates in the area of estate planning.
Wednesday, March 27
St. Mary's Bank
48 Perimeter Road
Space is limited, so reserve your seat today!
This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.
All guarantees are backed by the claims-paying ability of the issuer.
MEMBERS Insurance & Investments and MEMBERS are marketing names for the products, services and programs offered by CMFG Life Insurance Company (CMFG Life), MEMBERS Life Insurance Company (MEMBERS Life) and other leading carriers. MEMBERS® is a registered trademark of CMFG Life. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates.
Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution.
Financial advisors are not tax experts. For information regarding your specific tax situation, please consult a tax professional. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only.
You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.
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6:00 PM-8:00 PM ET
St. Mary's Bank Education Center
48 Perimeter Road
[7 Seats Available]
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