Tuesday, July 14, 12pm central

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

In this webinar you'll learn:

  • why you need an estate plan.
  • strategies to plan for incapacity, including special health care directives.
  • wills, trusts, and life insurance.
  • key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax.

Join us from the comfort of your home or office!

Registration Closed

Look for new dates in 2021. Interested in scheduling a meeting with one of our financial advisors to discuss your estate plan? Email kwright@southeastfinancial.org.

MEMBERS Financial Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. Representative is neither a tax advisor nor attorney. For information regarding your situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney. FR-2872267.1-1219-0122