Financial & Estate Planning Seminar
Join UKFCU, Roy Wagner, CFP®, with CFS* and special guest speaker Melissa A. Stewart, JD with Rose, Grasch, Camenisch & Mains for a complimentary seminar as they discuss topics related to retirement and estate planning.
- WHEN: Thursday, August 22, 6 P.M. to 7 P.M.
- WHERE: UKFCU Corporate Office - 1730 Alysheba Way Map
Light refreshments provided.
*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. UKFCU has contracted with CFS to make non-deposit investment products and services to credit union members.