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Empty Nesters: An Estate Planning Conversation

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Empty Nesters: An Estate Planning Conversation

January 22 @ 6:00 pm - 7:30 pm

Complimentary

Now that your children are grown, it’s your time. Time to explore your freedom, connect with friends and time to get your financial affairs in order. You may have prepared a will when your kids were young. But does that will focus on guardianship issues? Was your financial situation the same then, as it is today? A review of your estate plan at this point in life is crucial to ensure it is in line with your current goals and objectives.

Join this interactive workshop with our CFS Financial Advisor*, Scott Hinman ChFC® and special guest, Molly Bucci, Attorney at Law to learn how best to protect your family throughout life’s later challenges. Get the answers that will help you support your future including topics like; the probate process, power of attorney, trusts, inheritance and so much more.

*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. New England Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

 

Details

Date:
January 22
Time:
6:00 pm - 7:30 pm
Cost:
Complimentary
Event Category:
Event Tags:
,
Website:
https://www.nefcu.com/event/empty-nesters-an-estate-planning-conversation.html

Organizer

New England Federal Credit Union
Phone:
802-879-8790
Email:
online@nefcu.com
Website:
https://www.nefcu.com/plan-and-learn/seminars-at-nefcu.html

Venue

Delta Hotels by Marriott Burlington
1117 Williston Rd,
South Burlington, VT 05403 United States
+ Google Map
Phone:
(802) 658-0250
Website:
https://www.marriott.com/hotels/travel/btvde-delta-hotels-burlington/