| |
| Tax Strategies |
Come join us for an educational seminar where we will give you tips to keep more of the money you make by learning to invest and save using strategies to manage your taxes year-round, not just when you fill out your tax forms. |
|
|
|
| Basics of Wills and Trusts |
Without proper planning, your estate may be settled in ways you did not intend, and your heirs may receive a smaller inheritance. Consider these facts.
. Federal estate taxes, probate, and administrative fees can sonsume over half of your estate.
. If you don't have a will, probate can tie up your estate for serveral months to a year or more.
. Heirs may be forced to use their inheritance to pay estate taxes.
. The court may decide guardianship of your minor children if you haven't prepared.
1385-P1727PR
|
|
|
|
| Women and Investing |
| 55% of employed women bring in half or more of their household income. Where is your income going? Our Women and Investing seminar will provide you with the information and tools you need to be an informed, confident investor. |
|
|
|
| Employment Transition Seminar |
Have you or a family member recently experienced a job or career change ? This seminar will share strategies than can help you take control of your finances during your transition. Topics to be covered include managing your cash flow, developing a monthly budge, debt management, making appropriate insurance choices, IRA Rollovers and Tax Planning*.
*Representative is not a tax advisor. For information regarding your specific tax situation, please consult a tax professional. Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866)512-6109. Nondeposit investment and insurance prodcuts are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to amke securities available to members.
1385-P1740PR |
|
|
|
| Retirement Plan Distributions |
The retirement plan distributions and investment decisions you make at retirement can impact your financial situation for the rest of your life. This seminar will help you understand you roptions so you can avoid costly mistakes and amke indormed decisions to help preserve your funds to last throughout your retirement years.
1385-P1731PR |
|
|
|
| Charitable Giving Seminar |
Join us and learn how giving to a charitable organization can provide tax benefits* and financial advantages for you while helping your charity succeed.
* Representative is not a tax advisor or an attorney. For more information about your specific tax situation, consult a tax professional. For legal questions, talk to your attorney.
1385-P1739PR |
|
|
|