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Workshop

Understanding Wills & Estate Planning

Understanding Wills & Estate Planning

Please join us for a complimentary seminar available through CUSO Financial Services, L.P.ˆ

The Omni Southpark (Oaks Room)
4140 Governor’s Row, Austin, Texas 78744

This seminar has reached its capacity. Please check back for more seminars throughout the year.

^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 might involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make nondeposit investment products and services available to credit union members.

Hosted by the CFS^ Financial Consultants at Velocity Credit Union

Neither Velocity nor CUSO Financial Services, L.P. endorse or can verify any statement of the speaker. The speaker is not associated with Velocity or CUSO Financial Services, L.P. and has no authority to bind Velocity or CUSO Financial Services, L.P.

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