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Seminar – Estate Planning Essentials*
You work hard your whole life building your net worth so it’s only natural you want your assets distributed to your loved ones when you pass. Legacy planning has become increasingly more popular among investors, but even a basic understanding of estate planning can be a huge benefit for those planning for their financial future.
Join us for a complimentary seminar, “Estate Planning Essentials,” conducted by John Melchor, CFP®, CFS with Jackson National Life Distributors**. Topics to be covered include beneficiary designations, the Federal Estate Tax, gifting, trusts, power of attorney, living will and wills. Learn how you can preserve your estate by implementing some of the simplest trust strategies in this complimentary seminar.
*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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS does not provide tax advice. For specific tax advice, please consult a qualified tax professional.
**John Melchor, Jackson National Life Distributors and its subsidiaries are not affiliated with Hawaii State FCU, CFS or any of its representatives.