Up
Down
Westerly Community Credit Union Go to main content
FacebookInstagramTwitter

News & Events

 

Event Details

Event Name:FREE Seminar On Managing An Inheritance
(RSVP Only Event)
Date:November 7, 2019 6:00 PM - 7:00 PM
Location:WCCU, 4979 Tower Hill Rd., Wakefield, RI 02879
Description:

Join us for our FREE Seminar:
Managing An Inheritance.

  • When: Thursday, November 7, 2019
  • Time: 6 – 7 p.m.
  • Presented by: Wayne Lagasse, MEMBERS Financial Services
    and Matthew L. Mercer, Attorney at Law
  • Where: WCCU, 4979 Tower Hill Rd., Wakefield, RI 02879
  • RSVP by October 31, 2019: Click Here to RSVP via email

Topics Include:

Understanding the Process • Knowing Your Options
Getting Organized • Steps to Get Started

Click Here to RSVP Now!

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CBSI is a registered broker/dealer in all fifty states of the United States of America. FR-2737257.1-0919-1021 The information provided in this seminar is for general purposes only and should not be considered an individualized recommendation or personalized investment advice. Each investor needs to review an investment strategy for his or her own unique situation before making any investment decision. Always consult with an attorney or tax professional regarding your specific legal or tax situation.
FR-2737257.1-0919-1021. © CUNA Mutual Group


Go to main navigation