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Attend a Seminar on Managing An Inheritance
Settling an estate can be a lengthy and complex process. Join us for an educational seminar on Managing An Inheritance to be held on Thursday, November 7, 2019 from 6 – 7 p.m. at Westerly Community Credit Union, 4979 Tower Hill Rd., Wakefield, RI 02879.
This seminar will address the following issues and answer more of your questions:
- Understanding the Process
- Knowing Your Options
- Getting Organized
- Steps to Get Started
This no-cost, no-obligation seminar is presented by Wayne Lagasse, Vice President, Wealth Management, MEMBERS Financial Services at Westerly Community Credit Union and Matthew L. Mercer, Attorney at Law.
For more information, or to reserve your place by October 31st, 2019, please contact Jill Sposato, MEMBERS Financial Services Coordinator, at 401.596.7000 x2187 or email email@example.com.
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. 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 GroupGo to main navigation