New England Federal Credit Union Free Webinar-Estate Planning – Personal Planning Strategies
Wednesday, May 24, 2023, 12-1 pm
Molly Bucci, Senior Counsel, Primmer Piper Eggleston & Cramer PC & Kris Daudelin, CFS Financial Advisor, CUSO Financial Services, L.P.
Everyone needs to plan their estate. It’s the process of anticipating and arranging for the management and disposal of assets upon death along with provisions should one become incapacitated during their life. If you don’t name your heirs, the courts will decide for you.
Essential to transferring assets is minimizing the tax burden. Join us along with our special guest to learn more about personalizing an estate plan to protect your loved ones.
https://attendee.gotowebinar.com/register/794670259087836765
*Investments are offered through CUSO Financial Services, L.P. (CFS) and are not NCUA/NCUSIF insured, are not guarantees or obligations of the credit union, and may lose value.
United States