Events

Veridian Investment & Trust Services Estate Planning Seminars

Posted in Cedar Rapids/Iowa City Corridor on October 18, 2017

Oct

18

Date:

10/18/2017

Time:

Creating a Bright Future for Your Family Through Estate Planning
4:30 p.m. - 5:30 p.m.

How to Avoid Playing Family Feud with the Money in Your IRA
6:00 p.m. - 7:00 p.m.
 

Location:

Veridian Credit Union
2810 Edgewood Rd. SW
Cedar Rapids, IA
map

Contact:

Heather
(319) 743-6473

Veridian Investment & Trust Services invites you to both of these seminars:

Creating a Bright Future for Your Family Through Estate Planning
Gain a helpful overview of estate planning, as we cover wills, living wills and medical directives, revocable living trusts and probate.

How to Avoid Playing Family Feud with the Money in Your IRA
Your IRA is no game. It requires careful consideration. Learn about your IRA and how
beneficiary designations, blended families and spendthrift beneficiaries are managed.

A light dinner will be served.


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. Trust services provided by MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.

Seminar is for educational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or tax advisor.

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