Without proper planning, your estate may be settled in ways you did not intend, and your heirs may receive a smaller inheritance. 

 

 

Session I Burlington - Sept. 22nd - Windjammer Conference Ctr.
Session II St. Albans - Sept. 28th - La Quinta Inn
Session III Middlebury - Sept. 29th - Courtyard by Marriott

All Sessions are held from 6:30 pm - 8:00 pm. 

 

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By using proven strategies, you can help ensure that your heirs will inherit more of your property, cash, investments, savings, and business interests. You can also control important decisions such as who will be the executor of your estate and the guardian of your minor children.

 

 

*Representative is not a tax advisor or an attorney. For more information about your specific tax situation, consult a tax professional. For legal questions, consult an attorney.

 

Representatives are registered, securities are sold, and investment advisory services are offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. CBSI operates under the marketing name of MEMBERS Financial ServicesTM. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Trust services available through MEMBERS Trust Company. Nondeposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. MEMBERS Financial Services, and CBSI is neither owned by nor a division of the financial institution. CBSI is under contract with the financial institution to make securities products and services available to its members. Ref: 1385-P1727F