Our Estate Planning Seminar
is now a Webinar!

Personal

KEMBA’s Estate Planning Seminar Is Now a Webinar!

KEMBA Wealth Management, available through CFS,* cordially invites you and a guest to attend “Estate Planning: Steps to Help Ensure Your Final Wishes Are Honored.”

 

Join speaker, Del Duffy, Financial Advisor, CUSO Financial Services, L.P.®, at KEMBA Financial Credit Union:

 

 

GoToMeeting: Estate Planning Seminar
Tue, Mar 17, 2020 5:45 PM – 7:00 PM (EDT)

Please join my meeting from your computer, tablet or smartphone.
https://global.gotomeeting.com/join/955380589

New to GoToMeeting? Get the app now and be ready when your first meeting starts:
https://global.gotomeeting.com/install/955380589

 

 

Learn about establishing wills, trusts, Powers of Attorney, plus taxation and transferring wealth. 

 

 

There is a limit of 150 attendees so please log-in early!

 

Were you unable to attend or was the event full? Please fill out the below form.

 

I'd like additional information.

**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. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC.

 

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