Rethinking Retirement - Evolving Issues in Estate Planning
No matter who you are or how much money or property you own (or plan to own) in your lifetime, you'll need to know what will happen to it all when you are no longer around. That's why we're hosting a complimentary Estate Planning seminar on Wednesday, June 6th. This seminar will be led by Walden Wall, Chartered Financial Consultant & Certified Tax Specialist.
We'll help you understand emerging issues in estate planning, including:
- Efficient asset management and transfer after death
- The special needs - and opportunities - that are unique to blended families and nontraditional couples
- Current strategies related to credit trusts, charitable institutions, and Roth IRAs
This free, no obligation seminar will be held at our Main Branch on Wednesday, June 6th and run from 5pm to 7pm. Food and beverages will be served. To reserve a seat, please call Stephen at 415-674-4846 or fill out the form below.
RSVP - Ask the Experts: Estate Planning Seminar
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*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. SF Fire Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Walden Wall is not affiliated with CFS or SF Fire Credit Union. CFS and SF Fire Credit Union do not provide tax or legal advice.