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Estate Planning Seminars

Join us for a seminar about estate planning. You'll learn about:

  • Protecting your estate and passing it on to loved ones or charity.
  • Features and benefits of trusts.
  • Verifying your trust is set up and administered properly.

Eugene


Bend


All seats at this event have been filled.

 
Valley River Inn
1000 Valley River Way
Baltazar's Seafood Restaurant
1455 SW Knoll Ave
Nov. 14, 2018
Session at 6pm.
Dinner will be provided.
Nov. 15, 2018
Session at 12:30pm.
Lunch will be provided.
Speakers

Nicholas M. Frost
Attorney, Hershner Hunter LLP

Thomas A. Morgan
CTFA, Vice President, Professional Trustee Alliance, Comerica
Speakers

Rachael Harbison
Attorney, Hurley Re, PC

Thomas A. Morgan
CTFA, Vice President, Professional Trustee Alliance, Comerica


Nondeposit 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. Nondeposit investment 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. SELCO Community Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members.