Event Details

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

April 25, 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 that create peace of mind for you and your loved ones. Topics covered also include: 

  • Why you need an estate plan
  • Strategies to plan for incapacity, including special health care directives
  • Wills, trusts and life insurance
  • Key tax basics, including an overview of the federal gift tax, estate tax and generation-skipping transfer tax
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.
FR-2062255.1-0318-0420

 

* Required

Registration Information

Session To Attend

Wed 4/25/2018
6:00 PM-7:00 PM PT
Global Credit Union HQ 1500 W 4th Avenue, Spokane, WA  99201

Additional Questions

  
No seats available for additional attendees.

Additional Attendees