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Workshop

Understanding Common Estate Planning Mistakes — Online

Understanding Common Estate Planning Mistakes — Online

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

The event will take place via Zoom (find more information here). We will send you an email with the online seminar meeting link.

Questions? Call 737.237.1466

^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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