Estate Planning Basics Seminar
Do you have an estate plan for your family?
An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family’s financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It’s a critical part of your overall financial plan.
In this seminar on Estate Planning Basics, you’ll learn:
Why you need an estate plan
Strategies to plan for incapacity
Wills, trusts, and life insurance
Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax
Guest Speaker: Estate Attorney Phillip Hingson
Two dates and locations to choose from!
Wednesday, September 12th
Oregonians CU-Beaverton Branch
Thursday, September 13th
Oregonians CU-Milwaukie Branch
Space is limited. RSVP by registering below.
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.
CUNA Brokerage Services representatives are not Estate Planning Specialists. For information regarding your specific needs, please consult an attorney or professional Estate Planning Specialist. Estate attorney Phillip Hingson is not affiliated with CBSI or its representatives. Opinions expressed are those of the presenter and are not necessarily those of CBSI or its representatives.
Seating for this session is full.
Please contact Brandon Porter at 503.276.1162 or email
to be placed on the waiting list or to learn about other options.
Thank you for your interest!
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