* Estate Planning, Nursing Home Planning, and Asset Protection Complimentary Se
Estate Planning, Nursing Home Planning, and
Asset Protection Complimentary Seminar
What Individuals and Families Need to Know Presented by: Anthony Feroci, Jr., Elder Law and Estate Planning Attorney
How to protect assets from long-term care costs
How to avoid probate and when it can be helpful
How to reduce estate taxes
How to protect your home
Tuesday, May 7 Lunenburg Branch
603 Massachusetts Ave.
Wednesday, May 8 Chelmsford Branch
6 Turnpike Road
Tuesday, May 14 Gardner Branch
171 Main Street
Wednesday, May 22 Fitchburg Branch
815 Main Street
This seminar provides you with a better understanding of the important parts of a good estate plan, how to pass assets to your family at the lowest possible cost, and how to protect assets from long-term care costs and taxes.
Seating is limited and accepted on a first-come, first-serve basis. To reserve a spot for you and a guest, simply call us today at 978-353-7175 or register on our Facebook Page www.facebook.com/workerscreditunion.
This seminar is complimentary and you don't have to be a Workers' member to attend!
* 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. Workers’ Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
