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KEMBA Wealth Management 2020 Seminar Series
available through CUSO Financial Services, L.P.

2020 Seminar Schedule

 

March 17th – Estate Planning

Learn about establishing wills, trusts, Power of Attorney (POA), plus taxation and transferring wealth.

May 28th – Semi-Annual Summit (Spring)

Network and learn about a variety of topics including Social Security, Estate Planning, and the State of the Economy.

June 23rd – Purchasing a Home

Join Ken Malinowski of KEMBA’s Mortgage Department as he explores important aspects of the financial impact of purchase a home.

July 21st – Retirement Income Planning

Learn about what to consider for retirement; what it will cost, the impacts of healthcare, and developing a goal-based strategy.

August 18th – Social Security

Learn about Social Security benefits, full retirement age, working in retirement, taxation, spousal benefits, and more.

September 8th – Semi-Annual Summit (Fall)

Network and learn about a variety of topics including Social Security, Estate Planning and the state of the economy.

October 20th – Estate Planning

Learn about establishing wills, trusts, Power of Attorney (POA), plus taxation and transferring wealth.

To learn more or register for these events, contact the KEMBA Wealth Management Team.



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