At Coastal Federal Credit Union, we understand the need for families to have an estate plan, regardless of the size of ones estate. If you don't have a formal plan in place, now is the time to implement one. If you have an existing plan, a periodic review can give you peace of mind. Estate Planning allows you to make sure that loved ones will be provided for and not overly burdened by personal and financial matters. It also makes clear your wishes, and can help to avoid family disputes. Having a plan is especially important if transfer of taxes is important to you. Aside from these reasons, there are many others which will also be covered during this event. Register now and learn more!If the event is closed for registration, please contact Ewelina Caplap, Event Manager, to see if accommodations can be made. She can be reached directly at (919) 882-6607 or firstname.lastname@example.org. Thank you.If you are unable to attend this seminar, visit our website to view additional information and future events.
Tuesday, October 25, 2016 6:00 PM - 7:00 PMEastern Time
Coastal Federal Credit Union, Wakefield Commons10850 Wakefield Commons DrRaleigh, North Carolina 27614919-882-6655
Coastal Federal Credit Union
*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 may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Coastal Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Trust services available through MEMBERS Trust Company. CFS and Coastal Federal Credit Union are not affiliated with Members Trust Company.
Coastal Federal Credit Union will be using video, and photographic cameras at the event. Your image may be captured on film, video, or photographs which may subsequently be displayed or disseminated without your consent or payment of compensation.