Estate Planning Seminars in December
Complimentary seminars planned in Richland Center, Lake Delton, Baraboo & Westby.
for community members interested in Estate Planning
Your legacy should be designed and determined by you. Let WCCU Investment Consultants help you to discover ways you can fulfill your long-term financial goals and leave a financial legacy for your family and favorite charities.
This seminar will provide you with advice and a framework for families to discuss finances and difficult topics surrounding an estate. Everyone is welcome to take this step forward towards a more secure future for yourself and those who are important to you.
The 45 minute seminar is complimentary and open to all community members.
- Discuss probate and how to avoid it
- Determine the “Powers” of your Power of Attorney and how to set them
- Explore the importance of Beneficiary Designations and Irrevocable Funeral Trusts
Tues., Dec. 10
2403 Hwy 14 E., Richland Center
Wed., Dec. 11
70 Commerce Street, Lake Delton
Tues., Dec. 17
1333 South Blvd, Baraboo
Wed., Dec. 18
501 N. Main Street, Westby
This communication is strictly intended for individuals residing in the states of AZ, IL, SD, WI. Brandi Walton of WCCU Investment Consultants offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Investments are not insured by the FDIC/NCUA and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment. Westby Co-op Credit Union is not a Registered Broker-Dealer or Registered Investment Adviser. Westby Co-op Credit Union and Commonwealth Financial Network® are separate and unaffiliated entities. Fixed insurance products and services offered through WCCU Investment Consultants or CES Insurance Agency.