Wright-Patt Credit Union's free Retirement Solutions webinars and seminars can make preparing for retirement less stressful by providing you with the information you need to make good decisions. Register now!
Estate Planning Seminar
Hosted at Wright-Patt Credit Union Corporate Office
3560 Pentagon Blvd in Beavercreek
Tuesday, May 16, 2017 from 6:30 PM - 8:00 PM
With seminar presenter John Sagraves, Financial Advisor, CUSO Financial Services, L.P.* at Wright-Patt Credit Union, you will learn more about:
• Why you may 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
WPCU Seminar: Estate Planning
Date and Time
Tuesday May 16, 2017 6:30 PM - 8:00 PM EDT
Tuesday, May 16, 2017 from 6:30 PM - 8:00 PM
Location
Wright-Patt Credit Union Corporate Office
3560 Pentagon Blvd in Beavercreek