55th Street Luncheon Series - Estate Planning Basics


    55th Street Luncheon Series - Estate Planning Basics *

    In this presentation we will take a look at some general estate planning concerns. As with our Financial Planning Basics seminar, this overview should assist you in thinking about your own situation and will help you in determining whether you might benefit from working with a financial planning professional on estate planning issues. 

    * 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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

    Date: November 01, 2012
    Time: 12:00 PM - 1:30 PM
    Location: Wilderness Peaks Support Center  ( view map )
    Address: 2300 55th Street, Boulder CO

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