Join us for a Free Estate Planning Seminar

Thursday, June 20, 2024

Join us for a Free Estate Planning Seminar
Event Details
Join us for a Free Estate Planning Seminar

Whether you have one account with $500 or multiple accounts with $5,000, estate planning is important. Almost everyone has an estate – it includes your bank accounts, home, retirement plans, investments, and more. Join us to learn the answer to many common questions about estate planning.

  • Date: Thursday, June 20, 2024
  • Time: 5:30 PM – 7:00 PM
Additional Info

Topics will include:

  • 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?

Space is limited; reserve your spot today! 

Location
Credit Union ONE Grand Rapids Branch
1609 Walker Ave NW
Grand Rapids, MI 49504