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Financial Planning can help you make better financial decisions.

Seminars

Timely information to help you
improve your finances

Credit Union ONE and Hantz Group bring you these valuable seminars:


Estate Planning

Almost everyone has an estate – it includes your bank accounts, home, retirement plans, investments, and more. 

•    How do I make sure my loved ones have immediate access to my accounts should something happen to me?
•    Which legal documents are right for your situation?
•    What are common estate planning mistakes?
•    How do I minimize taxes for myself and my loved ones?
•    And more...
 

Location

Wednesday, August 28
6:00 PM
Granite City
39603 Traditions Dr., 
Northville, MI 48168


Planning for Retirement

Understanding your options now will help you confidently develop a retirement plan so you and your family can enjoy a secure and comfortable future.
  • What things should I consider when establishing a goal for retirement?
  • What expenses might impact my retirement savings?
  • Would it be beneficial to minimize or eliminate debt prior to retirement?
  • How will taxes affect my retirement?
  • What role does Social Security play in my retirement?
  • And more...

Location

Saturday, August 24
10:00 AM
Credit Union ONE 
1407 S. Division St.
Traverse City, MI 49684

Wednesday, August 28
6:00 PM
Fishbones
23722 Jefferson Ave.
St Clair Shores, MI 48080

Thursday, August 29
6:00 PM
O'Mara's
2555 Twelve Mile Rd.,
Berkley, MI 48072


Tips and advice that fit your needs


At Credit Union ONE, we believe strengthening your finances is a matter of ongoing education. Each stage of life presents new and different challenges, which is why Credit Union ONE and Hantz Group actively host financial education seminars to inform you of the latest developments within a variety of areas, such as retirement planning, estate planning, managing personal accounts and much more.
We hope to see you at our next seminar.
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