Let's Talk About Estate Planning 🏡

Come see us live in-person or on Zoom on Thursday, September 29th, at 6:00 pm ET for a complimentary seminar on estate planning! Join UKFCU, Roy Wagner, CFP® with CFS* and special guest speaker Melissa A. Stewart, J.D., Attorney with Rose, Grasch, Camenisch & Mains** for a complimentary seminar as they discuss the following topics:

  • Estate planning tips
  • Naming beneficiaries
  • Securing your investments
  • How to avoid Probate
  • And more!

How to Attend

To attend in-person, click the appropriate button below and fill out the required information. We look forward to seeing you at UKFCU Corporate Office at 1730 Alysheba Way at the time of the event! Light refreshments will be provided. Click here to view a map of the area.

To view the event over Zoom, click the "Virtual Sign-Up" button below. Once you have registered, we will send a Zoom link to the email address you provided.

Register for In-Person 🙋     Register for Virtual 💻 

*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. **Melissa A. Stewart and Rose, Grasch, Camenisch & Mains are not affiliated with UKFCU or CUSO Financial Services, L.P. and its associates. UKFCU and CUSO Financial Services, L.P. (CFS) do not provide legal advice. For such guidance, please consult your tax and/or legal advisor.
**Melissa A. Stewart and Rose, Grasch, Camenisch & Mains are not affiliated with UKFCU or CUSO Financial Services, L.P. and its associates. UKFCU and CUSO Financial Services, L.P. (CFS) do not provide legal advice. For such guidance, please consult your tax and/or legal advisor.