Events

Veridian Investment & Trust Services Estate Planning Seminars

Posted in Des Moines Metro on March 3, 2017

Mar

20

Date:

3/20/2017

Time:

Creating a Bright Future for Your Family Through Estate Planning
11 a.m. - noon

How to Avoid Playing Family Feud with the Money in Your IRA
12:30 p.m. - 1:30 p.m.
 

Location:

FFA Enrichment Center
1055 SW Prairie Trail Pkwy.
Ankeny, IA
map

Contact:

Alex
(515) 289-5571

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 lunch will be served. RSVP today for one or both seminars. 

Register

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.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2015.

We're here to help

@Section my_script_variables { }