Estate Planning*

Tuesday, May 11 • 12:00 PM-1:00 PM

Virtual Zoom Webinar

Register here
Tuesday, May, 11, 12:00 PM - Estate Planning

Details

It's never too early to begin your Estate Planning.
Topics to be covered:
  • Building your estate planning toolbox
  • Revocable Living Trusts
  • Tax Planning
  • Asset Protection
  • Durable Powers of Attorney and Oregon's Advanced Directive for Health Care
Speaker Ryan Collier, Attorney and partner at Collier Law

Hosted by Wayne Muller, ChFC®
Financial Advisor, CUSO Financial Services, L.P.
[email protected] • (503) 588-0181 ext. 3552


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